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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 %
RPCONE
1326
Retirement Planning Company of New England
Rhode Island
$210K +$210K +3,338 New
RIA
1327
RPG Investment Advisory
California
$209K -$190K -3,030 -48%
TA
1328
TFB Advisors
Kansas
$208K -$68.1K -1,084 -25%
CHJWM
1329
Carlton Hofferkamp & Jenks Wealth Management
Texas
$207K – – –
TC
1330
TradeLink Capital
Illinois
$207K +$207K +3,300 New
Financial Engines Advisors
1331
Financial Engines Advisors
California
$207K +$207K +3,302 New
SA
1332
Strategic Advisors
New York
$206K +$206K +3,287 New
NC
1333
NBW Capital
Massachusetts
$206K +$206K +3,286 New
VIPI
1334
Vista Investment Partners II
Indiana
$205K +$205K +3,265 New
SSWG
1335
Seven Springs Wealth Group
Tennessee
$205K -$28.1K -447 -12%
LRWA
1336
Long Run Wealth Advisors
New York
$204K +$204K +3,253 New
WFA
1337
WMG Financial Advisors
Tennessee
$204K +$204K +3,249 New
EAM
1338
Evanson Asset Management
California
$203K +$203K +3,239 New
RFP
1339
Root Financial Partners
California
$203K +$203K +3,227 New
SB
1340
Sunflower Bank
Texas
$202K +$202K +3,224 New
JIC
1341
Joel Isaacson & Co
New York
$202K +$202K +3,210 New
BAM
1342
Berkshire Asset Management
Pennsylvania
$202K +$202K +3,210 New
IA
1343
IFG Advisory
Georgia
$201K -$113K -1,796 -36%
First Eagle Investment Management
1344
First Eagle Investment Management
New York
$200K – – –
KA
1345
Kore Advisors
Florida
$200K +$200K +3,185 New
1L
1346
10Elms LLP
Oklahoma
$198K – – –
OL
1347
OneFund LLC
Florida
$197K +$197K +3,141 New
NAAA
1348
New Age Alpha Advisors
New York
$193K +$18.7K +297 +11%
TCM
1349
TD Capital Management
Tennessee
$188K – – –
NFSG
1350
Newbridge Financial Services Group
Florida
$184K +$173K +2,749 +1,553%
52 53
54
55 56