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Williams Companies

1,610 hedge funds and large institutions have $66.3B invested in Williams Companies in 2025 Q3 according to their latest regulatory filings, with 126 funds opening new positions, 655 increasing their positions, 582 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $446M | Put options by funds: $209M

13% more repeat investments, than reductions

Existing positions increased: 655 | Existing positions reduced: 582

8% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 117

1% less capital invested

Capital invested by funds: $67B → $66.3B (-$722M)

1% less funds holding

Funds holding: 1,6301,610 (-20)

1.8% less ownership

Funds ownership: 87.56%85.76% (-1.8%)

14% less funds holding in top 10

Funds holding in top 10: 5144 (-7)

Holders
1,610
Holders Change
-20
Holders Change %
-1.23%
% of All Funds
21.13%
Holding in Top 10
44
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-13.73%
% of All Funds
0.58%
New
126
Increased
655
Reduced
582
Closed
117
Calls
$446M
Puts
$209M
Net Calls
+$238M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
FLP
1451
Financial Life Planners
Arizona
$35.8K +$33.2K +565 New
MEG
1452
Millstone Evans Group
Colorado
$35.3K +$3.46K +59 +12%
LWMI
1453
Legacy Wealth Management (Idaho)
Idaho
$35.2K +$117 +2 +0.4%
SL
1454
Salomon & Ludwin
Virginia
$34.7K +$31.6K +538 New
MSFP
1455
Mark Sheptoff Financial Planning
Connecticut
$33.3K -$2.88K -49 -9%
CWP
1456
Concord Wealth Partners
Virginia
$31.7K
HFS
1457
Hughes Financial Services
Virginia
$30.4K
PWMG
1458
Private Wealth Management Group
New Jersey
$29.7K
CWM
1459
Copia Wealth Management
Oregon
$28.9K
PWAM
1460
Private Wealth Asset Management
Iowa
$28.5K
HNW
1461
High Note Wealth
Minnesota
$28.3K +$176 +3 +0.7%
POIA
1462
Pin Oak Investment Advisors
Texas
$28.2K -$35.4K -603 -58%
WWM
1463
Wolff Wiese Magana
California
$28.1K
CPG
1464
Cornerstone Planning Group
New Jersey
$27.9K -$4.4K -75 -46%
CMP
1465
Coston McIsaac & Partners
Maine
$27K
B
1466
Birchbrook
Maine
$25.3K
RBC
1467
Roble Belko & Company
Pennsylvania
$25K
BLC
1468
Brown, Lisle/Cummings
Rhode Island
$24.7K
CAL
1469
Capital Advisors Ltd
Ohio
$24K -$880 -15 -4%
KFP
1470
Kerr Financial Planning
California
$22.9K +$22.2K +379 New
WPA
1471
Wealth Preservation Advisors
Tennessee
$22.7K -$3.87K -66 -16%
MSG
1472
Main Street Group
Virginia
$22.5K -$587 -10 -3%
NEWAS
1473
N.E.W. Advisory Services
Wisconsin
$22.4K
TCOT
1474
Trust Company of Toledo
Ohio
$22.1K
PSFG
1475
Park Square Financial Group
Georgia
$21.3K -$217K -3,692 -92%