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Williams Companies

1,630 hedge funds and large institutions have $67B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 689 increasing their positions, 546 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 85

26% more repeat investments, than reductions

Existing positions increased: 689 | Existing positions reduced: 546

16% more call options, than puts

Call options by funds: $531M | Put options by funds: $458M

5% more capital invested

Capital invested by funds: $63.8B → $67B (+$3.25B)

4% more funds holding

Funds holding: 1,5681,630 (+62)

0.14% more ownership

Funds ownership: 87.43%87.56% (+0.14%)

14% less funds holding in top 10

Funds holding in top 10: 5951 (-8)

Holders
1,630
Holders Change
+62
Holders Change %
+3.95%
% of All Funds
21.46%
Holding in Top 10
51
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-13.56%
% of All Funds
0.67%
New
165
Increased
689
Reduced
546
Closed
85
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1476
JFS Wealth Advisors
Pennsylvania
$40.5K +$590 +10 +2%
MCM
1477
Manchester Capital Management
Vermont
$40.3K
AWM
1478
Abound Wealth Management
Tennessee
$39.8K
SAM
1479
S.A. Mason
Michigan
$38.6K
BHWM
1480
Beaird Harris Wealth Management
Texas
$38.3K -$18.7K -317 -34%
SPF
1481
South Plains Financial
Texas
$38.2K +$26.7K +452 +290%
PGAM
1482
Princeton Global Asset Management
New Jersey
$38.1K +$295 +5 +0.8%
GC
1483
Gould Capital
Washington
$37.7K
FFO
1484
Fortitude Family Office
Arizona
$37.5K +$118 +2 +0.3%
SS
1485
Sunbelt Securities
Texas
$37.2K -$199K -3,372 -83%
AP
1486
Aspect Partners
Virginia
$36.6K +$15.4K +261 +81%
MSFP
1487
Mark Sheptoff Financial Planning
Connecticut
$36.1K +$2.89K +49 +9%
LWMI
1488
Legacy Wealth Management (Idaho)
Idaho
$34.7K
LIS
1489
Legacy Investment Solutions
Idaho
$34.7K +$32.6K +553 New
CPA
1490
Compass Planning Associates
Massachusetts
$34.3K
AUB
1491
Atlantic Union Bankshares
Virginia
$31.8K +$29.9K +507 New
IHWM
1492
Iron Horse Wealth Management
Iowa
$31.7K
CWP
1493
Concord Wealth Partners
Virginia
$31.4K
MEG
1494
Millstone Evans Group
Colorado
$31.3K -$9.51K -161 -24%
FMP
1495
Financial Management Professionals
Texas
$31K +$6.55K +111 +29%
PWMG
1496
Private Wealth Management Group
New Jersey
$29.5K +$14.2K +240 +105%
HFS
1497
Hughes Financial Services
Virginia
$29.4K -$2.01K -34 -6%
CWM
1498
Copia Wealth Management
Oregon
$28.6K +$6.2K +105 +30%
PWAM
1499
Private Wealth Asset Management
Iowa
$28.3K -$2.07K -35 -7%
HNW
1500
High Note Wealth
Minnesota
$27.9K

WMB Hedge Fund Activity: Q2 2025 in Review

1,630 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q2 2025, worth a combined $67B — up 5.1% from $63.8B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new WMB positions and 85 closed out — a net gain of 80 holders — while 689 added to existing stakes and 546 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $726M. The largest seller was Dodge & Cox, cutting an estimated $1.48B.

  • 1,630 institutional investors held Williams Companies (WMB) as of Q2 2025, up from 1,568 in Q1 2025.
  • Funds reported $67B of Williams Companies stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 165 funds opened new Williams Companies positions in Q2 2025 and 85 closed out, a net change of +80 holders.
  • The largest Williams Companies buyer in Q2 2025 was Wellington Management Group, an estimated $726M added.
  • The largest Williams Companies seller in Q2 2025 was Dodge & Cox, an estimated $1.48B sold.

Based on aggregated 13F filings for Q2 2025.