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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+54
Holders Change %
+3.49%
% of All Funds
21.46%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
83
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$772M
2
BC
Brookfield Corp
Ontario, Canada
+$495M
3
Invesco
Invesco
Georgia
+$194M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.58B
2
BlackRock
BlackRock
New York
-$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$251M
4
BG
Bahl & Gaynor
Ohio
-$174M
5
UBS Group
UBS Group
Switzerland
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
MVA
1301
Mount Vernon Associates
Maryland
$225K – – –
FOA
1302
Five Oceans Advisors
California
$224K +$1.07K +17 +0.5%
CW
1303
Channel Wealth
California
$224K +$2.89K +46 +1%
PWM
1304
Pines Wealth Management
North Carolina
$224K -$5.16K -88 -2%
MIM
1305
Marco Investment Management
Georgia
$223K – – –
DI
1306
Disciplined Investments
Oklahoma
$223K +$503 +8 +0.2%
AA
1307
Advisory Alpha
Michigan
$223K +$223K +3,543 New
SIM
1308
Sentry Investment Management
Wisconsin
$222K – – –
LOAMU
1309
Lombard Odier Asset Management (USA)
New York
$222K +$222K +3,528 New
WA
1310
Waddell & Associates
Tennessee
$222K +$222K +3,527 New
JSAM
1311
J. Safra Asset Management
New York
$221K +$17.3K +276 +8%
PJWM
1312
Philip James Wealth Mangement
Georgia
$221K -$28.1K -448 -11%
ANBT
1313
American National Bank & Trust
Texas
$219K +$171K +2,729 +359%
KA
1314
Klingman & Associates
New York
$219K +$219K +3,484 New
AL
1315
Arnhold LLC
New York
$218K – – –
PIM
1316
Penobscot Investment Management
Massachusetts
$218K – – –
AWM
1317
Angeles Wealth Management
California
$217K +$217K +3,458 New
VA
1318
VestGen Advisors
Illinois
$217K +$217K +3,456 New
OBWG
1319
Onyx Bridge Wealth Group
New York
$217K -$11.7K -186 -5%
FFN
1320
Focus Financial Network
Minnesota
$215K +$215K +3,419 New
SI
1321
Seeds Investor
New York
$214K -$29.6K -472 -12%
SI
1322
Saxon Interests
Texas
$213K – – –
BSSFA
1323
Baron Silver Stevens Financial Advisors
Florida
$212K -$61.6K -980 -22%
CWM
1324
Cornerstone Wealth Management
Missouri
$211K -$628 -10 -0.3%
EGA
1325
E&G Advisors
Texas
$210K +$210K +3,346 New
51 52
53
54 55