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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

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

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

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

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
1476
LVW Advisors
New York
$210K +$200K +2,884 New
DS
1477
DRW Securities
Illinois
$209K +$203K +2,926 New
LWL
1478
Leo Wealth LLC
Texas
$209K +$199K +2,873 New
EFG
1479
Ethos Financial Group
Pennsylvania
$209K +$199K +2,870 New
BW
1480
Blalock Williams
Alabama
$209K +$199K +2,870 New
WTA
1481
Washington Trust Advisors
Massachusetts
$208K +$6.3K +91 +3%
LWM
1482
LongView Wealth Management
Georgia
$208K +$202K +2,914 New
AIP
1483
Avail Investment Partners
Pennsylvania
$208K +$198K +2,857 New
PNC
1484
Park National Corp
Ohio
$208K +$198K +2,857 New
HBT
1485
Hills Bank & Trust
Iowa
$208K -$6.92K -100 -3%
SMC
1486
Smith, Moore & Co
Missouri
$208K +$197K +2,851 New
AIM
1487
Acropolis Investment Management
Missouri
$207K +$197K +2,851 New
PAA
1488
Peregrine Asset Advisers
Oregon
$207K +$197K +2,851 New
BAM
1489
Belpointe Asset Management
Nevada
$207K -$67.4K -974 -25%
SMWM
1490
Silvia McColl Wealth Management
California
$207K +$197K +2,844 New
EBA
1491
Eagle Bay Advisors
New York
$207K -$122K -1,758 -38%
SAM
1492
Satovsky Asset Management
New York
$206K +$196K +2,833 New
RFG
1493
RFP Financial Group
Georgia
$206K +$196K +2,828 New
WHCI
1494
W.H. Cornerstone Investments
Massachusetts
$205K +$195K +2,819 New
PSCM
1495
Per Stirling Capital Management
Texas
$205K +$195K +2,818 New
NRS
1496
Neville Rodie & Shaw
New York
$204K +$194K +2,800 New
SWM
1497
Steinberganna Wealth Management
New York
$204K +$194K +2,797 New
HCP
1498
Hardin Capital Partners
South Carolina
$203K +$194K +2,796 New
VVP
1499
Venture Visionary Partners
Ohio
$203K +$193K +2,794 New
APW
1500
Aventura Private Wealth
Florida
$203K

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 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: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

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

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 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.