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Williams Companies
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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 %
PP
1351
PrairieView Partners
Minnesota
$182K – – –
OIA
1352
Optimum Investment Advisors
Illinois
$175K – – –
RTC
1353
Riverview Trust Company
Washington
$162K -$25.8K -411 -14%
OW
1354
Olistico Wealth
Oklahoma
$161K -$31.1K -495 -16%
HBT
1355
Hills Bank & Trust
Iowa
$159K – – –
WTA
1356
Washington Trust Advisors
Massachusetts
$155K -$2.58K -41 -2%
SCM
1357
Silvant Capital Management
Georgia
$154K – – –
FDW
1358
Fourth Dimension Wealth
Ohio
$148K -$15.7K -250 -10%
SIS
1359
Sound Income Strategies
Florida
$142K -$1.89K -30 -1%
WA
1360
Whipplewood Advisors
Colorado
$141K -$55.6K -886 -28%
CH
1361
Canton Hathaway
Rhode Island
$140K – – –
TCM
1362
Tradewinds Capital Management
Washington
$140K – – –
CTC
1363
Cetera Trust Company
Minnesota
$138K – – –
CBT
1364
CoreFirst Bank & Trust
Kansas
$134K +$134K +2,136 New
BA
1365
Bellwether Advisors
Nebraska
$134K – – –
HIA
1366
Harbor Investment Advisory
Maryland
$128K +$15.3K +243 +13%
YDMI
1367
Y.D. More Investments
Israel
$127K +$14.9K +237 +13%
MSWM
1368
Mowery & Schoenfeld Wealth Management
Illinois
$127K – – –
PIM
1369
Plato Investment Management
Australia
$126K – – –
Lazard Asset Management
1370
Lazard Asset Management
New York
$126K +$24.4K +390 +24%
CLOS
1371
Compagnie Lombard Odier SCmA
Switzerland
$126K -$170K -2,700 -57%
WSCM
1372
Wellington Shields Capital Management
New York
$126K – – –
SNB
1373
Security National Bank
Nebraska
$126K – – –
CFO
1374
CVA Family Office
Colorado
$125K -$5.9K -94 -4%
LI
1375
LRI Investments
Florida
$125K +$12.1K +193 +11%
53 54
55
56 57