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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
RS
1451
Rakuten Securities
Japan
$22.9K -$16.1K -281 -42%
FMP
1452
Financial Management Professionals
Texas
$22.9K
BFPW
1453
BOK Financial Private Wealth
Colorado
$22.7K +$21.8K +380 New
OSNBOA
1454
Old Second National Bank of Aurora
Illinois
$22K -$1.2K -21 -5%
VIS
1455
Vega Investment Solutions
France
$22K +$21.5K +375 New
MSG
1456
Main Street Group
Virginia
$21.2K
NEWAS
1457
N.E.W. Advisory Services
Wisconsin
$21.1K +$20.2K +353 New
WPA
1458
Wealth Preservation Advisors
Tennessee
$21.1K +$20.2K +353 New
CWM
1459
Copia Wealth Management
Oregon
$21K
TCM
1460
TruNorth Capital Management
Michigan
$20.4K +$19.5K +341 New
OP
1461
ORG Partners
Indiana
$19.9K -$215K -3,752 -92%
AP
1462
Aspect Partners
Virginia
$19.2K -$343 -6 -2%
IWP
1463
IAG Wealth Partners
Wisconsin
$19.2K
AT
1464
Arlington Trust
Alabama
$18.3K
WWM
1465
Wolff Wiese Magana
California
$17.9K +$15.5K +270 +900%
KFI
1466
Key Financial Inc
Pennsylvania
$17.3K
AT
1467
Avalon Trust
New Mexico
$16.9K
AWM
1468
Activest Wealth Management
Florida
$16.6K +$15.3K +268 +2,978%
TCA
1469
Trifecta Capital Advisors
Illinois
$16.3K +$14K +245 +875%
PWMG
1470
Prestige Wealth Management Group
New Jersey
$16.3K
OPTFSNA
1471
Old Point Trust & Financial Services N A
Virginia
$16.1K
ST
1472
Smithfield Trust
Pennsylvania
$16K
RCM
1473
Richardson Capital Management
Wisconsin
$15.8K +$15.2K +265 New
FPF
1474
First Pacific Financial
Washington
$15.8K +$15.1K +264 New
HWP
1475
Highline Wealth Partners
California
$15.7K +$2.29K +40 +18%

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.