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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
OIA
1376
Optimum Investment Advisors
Illinois
$175K
RTC
1377
Riverview Trust Company
Washington
$162K -$24.3K -411 -14%
OW
1378
Olistico Wealth
Oklahoma
$161K -$29.2K -495 -16%
HBT
1379
Hills Bank & Trust
Iowa
$159K
WTA
1380
Washington Trust Advisors
Massachusetts
$155K -$2.42K -41 -2%
SCM
1381
Silvant Capital Management
Georgia
$154K
FDW
1382
Fourth Dimension Wealth
Ohio
$148K -$14.8K -250 -10%
SIS
1383
Sound Income Strategies
Florida
$142K -$1.77K -30 -1%
WA
1384
Whipplewood Advisors
Colorado
$141K -$52.3K -886 -28%
CH
1385
Canton Hathaway
Rhode Island
$140K
TCM
1386
Tradewinds Capital Management
Washington
$140K
CTC
1387
Cetera Trust Company
Minnesota
$138K
CBT
1388
CoreFirst Bank & Trust
Kansas
$134K +$126K +2,136 New
BA
1389
Bellwether Advisors
Nebraska
$134K
HIA
1390
Harbor Investment Advisory
Maryland
$128K +$14.3K +243 +13%
YDMI
1391
Y.D. More Investments
Israel
$127K +$14K +237 +13%
MSWM
1392
Mowery & Schoenfeld Wealth Management
Illinois
$127K
PIM
1393
Plato Investment Management
Australia
$126K
Lazard Asset Management
1394
Lazard Asset Management
New York
$126K +$23K +390 +24%
CLOS
1395
Compagnie Lombard Odier SCmA
Switzerland
$126K -$159K -2,700 -57%
SNB
1396
Security National Bank
Nebraska
$126K
WSCM
1397
Wellington Shields Capital Management
New York
$126K
CFO
1398
CVA Family Office
Colorado
$125K -$5.55K -94 -4%
LI
1399
LRI Investments
Florida
$125K +$11.4K +193 +11%
AA
1400
Ancora Advisors
Ohio
$122K

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.