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Williams Companies

1,819 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 671 increasing their positions, 655 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 100

50% more call options, than puts

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

44% more funds holding in top 10

Funds holding in top 10: 4565 (+20)

19% more capital invested

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

7% more funds holding

Funds holding: 1,7011,819 (+118)

2% more repeat investments, than reductions

Existing positions increased: 671 | Existing positions reduced: 655

1.35% less ownership

Funds ownership: 87.47%86.12% (-1.3%)

Holders
1,819
Holders Change
+118
Holders Change %
+6.94%
% of All Funds
22.26%
Holding in Top 10
65
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+44.44%
% of All Funds
0.8%
New
244
Increased
671
Reduced
655
Closed
100
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
1326
Sovereign Financial Group
Connecticut
$297K +$4.78K +69 +2%
RT
1327
Rockland Trust
Massachusetts
$297K -$19K -274 -6%
TCM
1328
Tuttle Capital Management
Connecticut
$296K +$281K +4,064 New
PIFP
1329
Partners in Financial Planning
Virginia
$294K
BB
1330
Busey Bank
Illinois
$294K -$1.31K -19 -0.5%
DE
1331
Defiance ETFs
New York
$294K +$280K +4,038 New
WAG
1332
Wallace Advisory Group
California
$294K -$34.5K -499 -11%
SMBT
1333
Southern Michigan Bank & Trust
Michigan
$294K +$279K +4,035 New
LSIA
1334
LaSalle St. Investment Advisors
Illinois
$293K +$12.4K +179 +5%
AWM
1335
Avior Wealth Management
Nebraska
$291K -$50.5K -729 -15%
RDWM
1336
Red Door Wealth Management
Tennessee
$291K +$277K +3,998 New
DWM
1337
Drive Wealth Management
Utah
$291K +$6.72K +97 +2%
RC
1338
Roundview Capital
New Jersey
$290K
AOWM
1339
Asset One Wealth Management
Washington
$289K -$58K -837 -17%
KA
1340
Kozak & Associates
Colorado
$287K -$12.2K -176 -4%
QFA
1341
Quantum Financial Advisors
California
$287K +$138 +2 +0.1%
FFA
1342
Florida Financial Advisors
Florida
$287K +$273K +3,938 New
OWM
1343
OneAscent Wealth Management
Alabama
$287K -$12.6K -182 -4%
TA
1344
Townsend & Associates
Colorado
$286K -$106K -1,531 -28%
CWP
1345
Core Wealth Partners
California
$286K +$272K +3,925 New
WWC
1346
Waypoint Wealth Counsel
Georgia
$284K -$157K -2,266 -37%
AWMT
1347
AAFMAA Wealth Management & Trust
North Carolina
$283K +$269K +3,883 New
SHFG
1348
S Harris Financial Group
Texas
$283K -$19.8K -286 -7%
GI
1349
GLOBALT Investments
Georgia
$282K +$485 +7 +0.2%
AWC
1350
Adamsbrown Wealth Consultants
Kansas
$282K +$268K +3,878 New

WMB Hedge Fund Activity: Q1 2026 in Review

1,819 of the 8,172 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: 244 funds opened new WMB positions and 100 closed out — a net gain of 144 holders — while 671 added to existing stakes and 655 trimmed.

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

  • 1,819 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,701 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 244 funds opened new Williams Companies positions in Q1 2026 and 100 closed out, a net change of +144 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.