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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
GC
1426
Gould Capital
Washington
$35.9K
FFO
1427
Fortitude Family Office
Arizona
$35.6K -$23K -401 -40%
CAM
1428
Creekmur Asset Management
Illinois
$34.1K +$286 +5 +0.9%
LWMI
1429
Legacy Wealth Management (Idaho)
Idaho
$33K
CPA
1430
Compass Planning Associates
Massachusetts
$32.6K
HFS
1431
Hughes Financial Services
Virginia
$32.5K +$30.7K +536 New
AF
1432
Abound Financial
California
$32.4K +$31K +542 New
MSFP
1433
Mark Sheptoff Financial Planning
Connecticut
$31.4K
SSB
1434
Sandy Spring Bank
Maryland
$30.3K
PP
1435
Pingora Partners
Wyoming
$30.2K
IHWM
1436
Iron Horse Wealth Management
Iowa
$30.2K +$28.3K +494 +4,491%
AWM
1437
AllSquare Wealth Management
New York
$29.9K -$11.4K -200 -29%
CWP
1438
Concord Wealth Partners
Virginia
$29.9K
PWAM
1439
Private Wealth Asset Management
Iowa
$29K +$27.8K +485 New
SCB
1440
Saudi Central Bank
Saudi Arabia
$28.7K +$27.5K +480 New
BOJHT
1441
Bank of Jackson Hole Trust
Wyoming
$27.4K
HNW
1442
High Note Wealth
Minnesota
$26.5K
HH
1443
HWG Holdings
Texas
$26.1K +$25K +436 New
CMP
1444
Coston McIsaac & Partners
Maine
$26K +$10.8K +189 +76%
FAM
1445
Flaharty Asset Management
Florida
$24.9K +$23.9K +417 New
RBC
1446
Roble Belko & Company
Pennsylvania
$24K
HWA
1447
HHM Wealth Advisors
Tennessee
$23.9K -$5.72K -100 -20%
B
1448
Birchbrook
Maine
$23.9K
BLC
1449
Brown, Lisle/Cummings
Rhode Island
$23.3K +$1.43K +25 +7%
CAL
1450
Capital Advisors Ltd
Ohio
$23K

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.