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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

Call options by funds: $557M | Put options by funds: $373M

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

Capital invested by funds: $64.2B → $76.5B (+$12.3B)

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1326
Avior Wealth Management
Nebraska
$291K -$50.5K -729 -15%
RDWM
1327
Red Door Wealth Management
Tennessee
$291K +$277K +3,998 New
DWM
1328
Drive Wealth Management
Utah
$291K +$6.72K +97 +2%
RC
1329
Roundview Capital
New Jersey
$290K
AOWM
1330
Asset One Wealth Management
Washington
$289K -$58K -837 -17%
KA
1331
Kozak & Associates
Colorado
$287K -$12.2K -176 -4%
QFA
1332
Quantum Financial Advisors
California
$287K +$138 +2 +0.1%
FFA
1333
Florida Financial Advisors
Florida
$287K +$273K +3,938 New
OWM
1334
OneAscent Wealth Management
Alabama
$287K -$12.6K -182 -4%
TA
1335
Townsend & Associates
Colorado
$286K -$106K -1,531 -28%
CWP
1336
Core Wealth Partners
California
$286K +$272K +3,925 New
WWC
1337
Waypoint Wealth Counsel
Georgia
$284K -$157K -2,266 -37%
AWMT
1338
AAFMAA Wealth Management & Trust
North Carolina
$283K +$269K +3,883 New
SHFG
1339
S Harris Financial Group
Texas
$283K -$19.8K -286 -7%
GI
1340
GLOBALT Investments
Georgia
$282K +$485 +7 +0.2%
AWC
1341
Adamsbrown Wealth Consultants
Kansas
$282K +$268K +3,878 New
SIM
1342
Stratos Investment Management
Ohio
$282K +$268K +3,878 New
CCG
1343
Catalina Capital Group
California
$282K +$2.56K +37 +1%
EIP
1344
Essential Investment Partners
Colorado
$282K
EFSCE
1345
Enterprise Financial Services Corp (EFSC)
Missouri
$281K -$13.8K -199 -5%
NHC
1346
Nicholas Hoffman & Company
Georgia
$279K -$688K -9,939 -72%
UCB
1347
United Community Bank
South Carolina
$279K -$120K -1,728 -31%
NB
1348
NBT Bank
New York
$278K +$2.91K +42 +1%
WTC
1349
WhitTier Trust Company
Nevada
$277K -$3.46K -50 -1%
HIC
1350
Holderness Investments Company
North Carolina
$276K +$1.25K +18 +0.5%

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2026, worth a combined $76.5B — up 19% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 holders.
  • The largest Williams Companies buyer in Q1 2026 was State Street, an estimated $347M added.
  • The largest Williams Companies seller in Q1 2026 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2026.