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Williams Companies

1,568 hedge funds and large institutions have $63.8B invested in Williams Companies in 2025 Q1 according to their latest regulatory filings, with 181 funds opening new positions, 621 increasing their positions, 564 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 106

34% more funds holding in top 10

Funds holding in top 10: 4459 (+15)

30% more call options, than puts

Call options by funds: $790M | Put options by funds: $607M

12% more capital invested

Capital invested by funds: $57B → $63.8B (+$6.8B)

10% more repeat investments, than reductions

Existing positions increased: 621 | Existing positions reduced: 564

3% more funds holding

Funds holding: 1,5181,568 (+50)

1.12% more ownership

Funds ownership: 86.31%87.43% (+1.1%)

Holders
1,568
Holders Change
+50
Holders Change %
+3.29%
% of All Funds
21.02%
Holding in Top 10
59
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+34.09%
% of All Funds
0.79%
New
181
Increased
621
Reduced
564
Closed
106
Calls
$790M
Puts
$607M
Net Calls
+$183M
Net Calls Change
+$330M
Name Holding Trade Value Shares
Change
Change in
Stake
SOS
1326
Silver Oak Securities
Tennessee
$131K +$127K +2,216 New
CTC
1327
Cetera Trust Company
Minnesota
$131K
LWANC
1328
Laurel Wealth Advisors (North Carolina)
North Carolina
$130K
BA
1329
Bellwether Advisors
Nebraska
$127K
TCOV
1330
Trust Company of Vermont
Vermont
$126K -$12K -210 -9%
CFO
1331
CVA Family Office
Colorado
$125K +$14.8K +259 +14%
PIM
1332
Plato Investment Management
Australia
$122K
M
1333
MOTCO
Texas
$121K +$3.21K +56 +3%
MSWM
1334
Mowery & Schoenfeld Wealth Management
Illinois
$121K
WSCM
1335
Wellington Shields Capital Management
New York
$120K
SNB
1336
Security National Bank
Nebraska
$120K +$114K +2,000 New
AA
1337
Ancora Advisors
Ohio
$116K -$9.96K -174 -8%
CB
1338
Centennial Bank
Arkansas
$114K
OWP
1339
ORG Wealth Partners
Texas
$110K +$77.5K +1,354 +288%
HIA
1340
Harbor Investment Advisory
Maryland
$108K
LI
1341
LRI Investments
Florida
$108K +$21.6K +377 +26%
YDMI
1342
Y.D. More Investments
Israel
$107K -$52.2K -912 -34%
PCTC
1343
Perkins Coie Trust Company
Washington
$102K +$11.4K +200 +13%
SIC
1344
Salem Investment Counselors
North Carolina
$99.1K
Lazard Asset Management
1345
Lazard Asset Management
New York
$97K +$6.47K +113 +7%
TFIPS
1346
Towarzystwo Funduszy Inwestycyjnych PZU SA
$96.2K +$43.5K +760 +89%
FFWM
1347
Future Financial Wealth Management
Ohio
$95.6K
A
1348
AlphaQuest
New York
$94K -$769K -13,438 -90%
GFPC
1349
Global Financial Private Client
Florida
$89.8K +$3.83K +67 +5%
CBT
1350
Crews Bank & Trust
Florida
$89.6K

WMB Hedge Fund Activity: Q1 2025 in Review

1,568 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2025, worth a combined $63.8B — up 12% from $57B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new WMB positions and 106 closed out — a net gain of 75 holders — while 621 added to existing stakes and 564 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $296M. The largest seller was Dodge & Cox, cutting an estimated $578M.

  • 1,568 institutional investors held Williams Companies (WMB) as of Q1 2025, up from 1,518 in Q4 2024.
  • Funds reported $63.8B of Williams Companies stock for Q1 2025, up 12% quarter-over-quarter.
  • 181 funds opened new Williams Companies positions in Q1 2025 and 106 closed out, a net change of +75 holders.
  • The largest Williams Companies buyer in Q1 2025 was JP Morgan Chase, an estimated $296M added.
  • The largest Williams Companies seller in Q1 2025 was Dodge & Cox, an estimated $578M sold.

Based on aggregated 13F filings for Q1 2025.