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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
FFA
1476
Frazier Financial Advisors
Ohio
$15.6K +$10.3K +180 +222%
SN
1477
Sittner & Nelson
Oregon
$15.5K
GWSA
1478
Global Wealth Strategies & Associates
Colorado
$15.3K +$8.99K +157 +159%
BIA
1479
Bell Investment Advisors
California
$15K +$515 +9 +4%
TFIAP
1480
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$14.9K
CIAS
1481
CBIZ Investment Advisory Services
Ohio
$14.3K +$13.7K +239 New
HC
1482
Hurley Capital
New York
$14K +$114 +2 +0.9%
PWMG
1483
Private Wealth Management Group
New Jersey
$13.7K
HWM
1484
HighMark Wealth Management
Minnesota
$13.5K +$12.9K +226 New
DF
1485
Dunhill Financial
United Kingdom
$13.4K +$1.89K +33 +17%
DPW
1486
DiNuzzo Private Wealth
Pennsylvania
$13K +$114 +2 +0.9%
UCB
1487
United Community Bank
South Carolina
$12.9K +$12.4K +216 New
TIM
1488
Tortoise Investment Management
New York
$12.8K
ACM
1489
Anfield Capital Management
California
$12.5K -$12K -209 -50%
MSWA
1490
Marshall & Sterling Wealth Advisors
New York
$12.3K +$11.8K +206 New
GWP
1491
Gen-Wealth Partners
Michigan
$12K
FP
1492
Financial Perspectives
Minnesota
$12K
MTIC
1493
Missouri Trust & Investment Company
Missouri
$12K
S
1494
Sachetta
Massachusetts
$11.7K -$229 -4 -2%
NMG
1495
New Millennium Group
Utah
$11.4K +$2.12K +37 +24%
SCA
1496
Stuart Chaussee & Associates
California
$11.4K
AP
1497
Atwood & Palmer
Missouri
$11.2K
Kayne Anderson Rudnick Investment Management
1498
Kayne Anderson Rudnick Investment Management
California
$11.1K
WIM
1499
Westside Investment Management
California
$10.9K
GWMI
1500
Guardian Wealth Management (Illinois)
Illinois
$10.6K -$12.8K -223 -56%

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.