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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+53
Holders Change %
+3.42%
% of All Funds
21.47%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
84
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$772M
2
BC
Brookfield Corp
Ontario, Canada
+$495M
3
Invesco
Invesco
Georgia
+$194M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$137M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$1.58B
2
BlackRock
BlackRock
New York
-$482M
3
Geode Capital Management
Geode Capital Management
Massachusetts
-$251M
4
BG
Bahl & Gaynor
Ohio
-$174M
5
UBS Group
UBS Group
Switzerland
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPA
1476
Wealth Preservation Advisors
Tennessee
$26.7K +$4.52K +72 +20%
FAM
1477
Flaharty Asset Management
Florida
$26.2K – – –
B
1478
Birchbrook
Maine
$25.1K – – –
RBC
1479
Roble Belko & Company
Pennsylvania
$25K – – –
CAL
1480
Capital Advisors Ltd
Ohio
$25K +$954 +15 +4%
BLC
1481
Brown, Lisle/Cummings
Rhode Island
$24.5K – – –
OSNBOA
1482
Old Second National Bank of Aurora
Illinois
$23.1K – – –
MSG
1483
Main Street Group
Virginia
$22.9K +$628 +10 +3%
NEWAS
1484
N.E.W. Advisory Services
Wisconsin
$22.2K – – –
TCOT
1485
Trust Company of Toledo
Ohio
$21.9K +$21.9K +349 New
CWM
1486
Cranbrook Wealth Management
Michigan
$21.2K +$10.1K +160 +90%
HWP
1487
Highline Wealth Partners
California
$20.7K +$4.21K +67 +26%
IWP
1488
IAG Wealth Partners
Wisconsin
$20.2K – – –
AWM
1489
Activest Wealth Management
Florida
$19.5K +$2.14K +34 +12%
AT
1490
Arlington Trust
Alabama
$19.2K – – –
CT
1491
Clearstead Trust
Maine
$18.8K +$18.8K +299 New
FCAS
1492
First Command Advisory Services
Texas
$18.5K +$16K +255 +654%
QL
1493
Quarry LP
New York
$18.3K -$50.5K -804 -73%
KFI
1494
Key Financial Inc
Pennsylvania
$18.2K – – –
AT
1495
Avalon Trust
New Mexico
$17.8K – – –
TCA
1496
Trifecta Capital Advisors
Illinois
$17.1K – – –
DPW
1497
DiNuzzo Private Wealth
Pennsylvania
$17.1K +$3.52K +56 +26%
PWMG
1498
Prestige Wealth Management Group
New Jersey
$17.1K – – –
OPTFSNA
1499
Old Point Trust & Financial Services N A
Virginia
$16.9K – – –
RCM
1500
Richardson Capital Management
Wisconsin
$16.6K – – –
58 59
60
61 62