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Williams Companies

1,630 hedge funds and large institutions have $67B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 689 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 85

26% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 546

16% more call options, than puts

Call options by funds: $531M | Put options by funds: $458M

5% more capital invested

Capital invested by funds: $63.8B → $67B (+$3.25B)

4% more funds holding

Funds holding: 1,5681,630 (+62)

0.14% more ownership

Funds ownership: 87.43%87.56% (+0.14%)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

Holders
1,630
Holders Change
+62
Holders Change %
+3.95%
% of All Funds
21.46%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.67%
New
165
Increased
689
Reduced
546
Closed
85
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1351
RPG Investment Advisory
California
$209K -$179K -3,030 -48%
TA
1352
TFB Advisors
Kansas
$208K -$64K -1,084 -25%
CHJWM
1353
Carlton Hofferkamp & Jenks Wealth Management
Texas
$207K
TC
1354
TradeLink Capital
Illinois
$207K +$195K +3,300 New
Financial Engines Advisors
1355
Financial Engines Advisors
California
$207K +$195K +3,302 New
SA
1356
Strategic Advisors
New York
$206K +$194K +3,287 New
NC
1357
NBW Capital
Massachusetts
$206K +$194K +3,286 New
VIPI
1358
Vista Investment Partners II
Indiana
$205K +$193K +3,265 New
SSWG
1359
Seven Springs Wealth Group
Tennessee
$205K -$26.4K -447 -12%
LRWA
1360
Long Run Wealth Advisors
New York
$204K +$192K +3,253 New
WFA
1361
WMG Financial Advisors
Tennessee
$204K +$192K +3,249 New
EAM
1362
Evanson Asset Management
California
$203K +$191K +3,239 New
RFP
1363
Root Financial Partners
California
$203K +$191K +3,227 New
SB
1364
Sunflower Bank
Texas
$202K +$190K +3,224 New
BAM
1365
Berkshire Asset Management
Pennsylvania
$202K +$190K +3,210 New
JIC
1366
Joel Isaacson & Co
New York
$202K +$190K +3,210 New
IA
1367
IFG Advisory
Georgia
$201K -$106K -1,796 -36%
First Eagle Investment Management
1368
First Eagle Investment Management
New York
$200K
KA
1369
Kore Advisors
Florida
$200K +$188K +3,185 New
1L
1370
10Elms LLP
Oklahoma
$198K
OL
1371
OneFund LLC
Florida
$197K +$185K +3,141 New
NAAA
1372
New Age Alpha Advisors
New York
$193K +$17.5K +297 +11%
TCM
1373
TD Capital Management
Tennessee
$188K
NFSG
1374
Newbridge Financial Services Group
Florida
$184K +$162K +2,749 +1,553%
PP
1375
PrairieView Partners
Minnesota
$182K

WMB Hedge Fund Activity: Q2 2025 in Review

1,630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2025, worth a combined $67B — up 5.1% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new WMB positions and 85 closed out — a net gain of 80 holders — while 689 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $726M. The largest seller was Dodge & Cox, cutting an estimated $1.48B.

  • 1,630 institutional investors held Williams Companies (WMB) as of Q2 2025, up from 1,568 in Q1 2025.
  • Funds reported $67B of Williams Companies stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 165 funds opened new Williams Companies positions in Q2 2025 and 85 closed out, a net change of +80 holders.
  • The largest Williams Companies buyer in Q2 2025 was Wellington Management Group, an estimated $726M added.
  • The largest Williams Companies seller in Q2 2025 was Dodge & Cox, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2025.