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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
DMBA
1351
Deseret Mutual Benefit Administrators
Utah
$86.8K -$6.75K -118 -8%
CSB
1352
City State Bank
Iowa
$83.7K -$12.3K -214 -13%
CWC
1353
Carolinas Wealth Consulting
North Carolina
$83.5K +$20.8K +364 +35%
WA
1354
WPG Advisers
Maryland
$81.8K +$9.33K +163 +14%
BCMLT
1355
Beacon Capital Management LLC (Tennessee)
Tennessee
$80.6K +$515 +9 +0.7%
PWA
1356
Physician Wealth Advisors
Utah
$80.4K
MWA
1357
Medallion Wealth Advisors
Connecticut
$79.8K +$7.16K +125 +10%
ITIM
1358
Indiana Trust & Investment Management
Indiana
$79K
HWM
1359
Hemington Wealth Management
Virginia
$78K +$9.56K +167 +15%
EPIMS
1360
Evelyn Partners Investment Management Services
$74.9K -$15.6K -273 -18%
C
1361
Covestor
United Kingdom
$74K -$8.81K -154 -11%
AFG
1362
Albion Financial Group
Utah
$70.8K
BGAI
1363
Bruce G. Allen Investments
Colorado
$70.2K -$7.38K -129 -10%
DAM
1364
Delta Asset Management
Tennessee
$69.7K +$6.01K +105 +10%
CIAM
1365
Caitong International Asset Management
Hong Kong
$68.3K -$15.6K -272 -19%
OWA
1366
Opal Wealth Advisors
New York
$68.3K +$65.4K +1,143 New
CT
1367
Caldwell Trust
Florida
$67.3K +$16.8K +294 +35%
JFA
1368
JNBA Financial Advisors
Minnesota
$66.9K
QL
1369
Quarry LP
New York
$65.4K +$10.6K +185 +20%
T
1370
TOBAM
France
$64K -$43.3K -757 -41%
TC
1371
Truvestments Capital
Florida
$63.6K +$54.6K +953 +859%
MHR
1372
Matthew Hamilton Rosenberg
$63.3K +$11.6K +202 +24%
T
1373
Transce3nd
Texas
$62.7K +$23.2K +406 +63%
POIA
1374
Pin Oak Investment Advisors
Texas
$62K -$28.6K -500 -32%
FFC
1375
First Financial Corp
Indiana
$59.8K -$2.4K -42 -4%

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.