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Williams Companies

1,819 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 671 increasing their positions, 655 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 100

50% more call options, than puts

Call options by funds: $557M | Put options by funds: $373M

44% more funds holding in top 10

Funds holding in top 10: 4565 (+20)

19% more capital invested

Capital invested by funds: $64.2B → $76.5B (+$12.3B)

7% more funds holding

Funds holding: 1,7011,819 (+118)

2% more repeat investments, than reductions

Existing positions increased: 671 | Existing positions reduced: 655

1.35% less ownership

Funds ownership: 87.47%86.12% (-1.3%)

Holders
1,819
Holders Change
+118
Holders Change %
+6.94%
% of All Funds
22.26%
Holding in Top 10
65
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+44.44%
% of All Funds
0.8%
New
244
Increased
671
Reduced
655
Closed
100
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
1426
Catalyst Funds Management
Australia
$240K +$229K +3,301 New
RPCONE
1427
Retirement Planning Company of New England
Rhode Island
$240K +$229K +3,301 New
1L
1428
10Elms LLP
Oklahoma
$240K -$23.7K -342 -9%
SI
1429
Seeds Investor
New York
$240K +$232K +3,357 New
MWM
1430
Modera Wealth Management
New Jersey
$240K +$228K +3,291 New
OFO
1431
OneAscent Family Office
Alabama
$239K -$54.7K -790 -19%
MCC
1432
Money Concepts Capital
Florida
$239K -$17.2K -249 -7%
CIM
1433
Cambria Investment Management
California
$239K -$90.8K -1,312 -29%
AA
1434
Argent Advisors
Louisiana
$239K -$12.1K -175 -5%
PDL
1435
Portfolio Design Labs
California
$238K +$227K +3,276 New
BF
1436
bLong Financial
Tennessee
$237K +$226K +3,261 New
MHR
1437
Matthew Hamilton Rosenberg
$235K +$65.2K +942 +41%
E3F
1438
Eight 31 Financial
Texas
$233K +$222K +3,202 New
AWAG
1439
ARS Wealth Advisors Group
Florida
$232K +$221K +3,189 New
TCM
1440
Teza Capital Management
Illinois
$232K -$23.1K -333 -9%
KA
1441
Kore Advisors
Florida
$232K +$221K +3,185 New
GAM
1442
Gemmer Asset Management
California
$231K +$220K +3,173 New
AWM
1443
Accel Wealth Management
Iowa
$231K +$220K +3,172 New
SFWA
1444
Summit Financial Wealth Advisors
Louisiana
$230K +$219K +3,164 New
WP
1445
WealthShield Partners
North Carolina
$230K +$219K +3,157 New
SW
1446
SteelPeak Wealth
California
$228K +$217K +3,131 New
SWA
1447
SOA Wealth Advisors
New York
$227K -$61.2K -884 -1%
B
1448
Bayban
Minnesota
$227K
SWA
1449
Serenus Wealth Advisors
California
$226K +$215K +3,105 New
EFMC
1450
Empire Financial Management Company
New York
$226K +$215K +3,102 New

WMB Hedge Fund Activity: Q1 2026 in Review

1,819 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q1 2026, worth a combined $76.5B — up 19% from $64.2B a quarter earlier.

Buyers outnumbered sellers: 244 funds opened new WMB positions and 100 closed out — a net gain of 144 holders — while 671 added to existing stakes and 655 trimmed.

The largest buyer was State Street, adding an estimated $347M. The largest seller was Wellington Management Group, cutting an estimated $972M.

  • 1,819 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,701 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 244 funds opened new Williams Companies positions in Q1 2026 and 100 closed out, a net change of +144 holders.
  • The largest Williams Companies buyer in Q1 2026 was State Street, an estimated $347M added.
  • The largest Williams Companies seller in Q1 2026 was Wellington Management Group, an estimated $972M sold.

Based on aggregated 13F filings for Q1 2026.