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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
CWM
1401
Crowley Wealth Management
Delaware
$47.1K
DJSG
1402
D.J. St. Germain
Massachusetts
$47K +$14.8K +258 +49%
TCPG
1403
Trivant Custom Portfolio Group
California
$46.3K
ANBT
1404
American National Bank & Trust
Texas
$45.5K +$572 +10 +1%
WF
1405
Wayfinding Financial
Washington
$45K +$43.1K +753 New
OAJ
1406
Ogorek Anthony Joseph
New York
$45K +$43.2K +755 New
JFGIW
1407
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.8K +$42.9K +749 New
RA
1408
Rise Advisors
New York
$43.7K +$458 +8 +1%
DI
1409
DAGCO Inc
Ohio
$43.3K +$41.4K +724 New
GKIM
1410
GW&K Investment Management
Massachusetts
$43K +$687 +12 +2%
TFA
1411
Toth Financial Advisory
Virginia
$41.8K -$30.7K -536 -43%
CCM
1412
Campbell Capital Management
Florida
$41.8K
GCM
1413
Gables Capital Management
Florida
$41.2K
QC
1414
Quent Capital
New York
$41K +$12.7K +222 +48%
EIM
1415
Essex Investment Management
Massachusetts
$40.6K
MEG
1416
Millstone Evans Group
Colorado
$39.4K
PB
1417
Pinnacle Bancorp
Nebraska
$38.8K
ABWM
1418
Alpine Bank Wealth Management
Colorado
$38.8K +$37.1K +649 New
MCM
1419
Manchester Capital Management
Vermont
$38.3K +$25.2K +441 +221%
JWA
1420
JFS Wealth Advisors
Pennsylvania
$37.9K
AWM
1421
Abound Wealth Management
Tennessee
$37.9K +$19.7K +345 +119%
AW
1422
Avion Wealth
Texas
$37K
VWA
1423
Valued Wealth Advisors
Utah
$36.9K +$3.78K +66 +12%
SAM
1424
S.A. Mason
Michigan
$36.8K
PGAM
1425
Princeton Global Asset Management
New Jersey
$35.9K +$286 +5 +0.8%

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.