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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
CWM
1501
Cranbrook Wealth Management
Michigan
$10.6K
NFSG
1502
Newbridge Financial Services Group
Florida
$10.6K +$10.1K +177 New
RFA
1503
Reyes Financial Architecture
California
$10.3K +$9.85K +172 New
HHGA
1504
Halbert Hargrove Global Advisors
California
$10.2K +$9.79K +171 New
GWSG
1505
GPS Wealth Strategies Group
Colorado
$10.1K +$57 +1 +0.6%
FMTCOCP
1506
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$10K
SIC
1507
SJS Investment Consulting
Ohio
$9.46K +$2K +35 +28%
PMFA
1508
Plante Moran Financial Advisors
Michigan
$9.38K -$5.04K -88 -36%
SPF
1509
South Plains Financial
Texas
$9.32K +$8.93K +156 New
TWD
1510
True Wealth Design
Ohio
$9.2K +$5.32K +93 +152%
MAM
1511
Morse Asset Management
Connecticut
$9.2K +$8.81K +154 New
GJIA
1512
Glass Jacobson Investment Advisors
Maryland
$8.88K
MWM
1513
Mascoma Wealth Management
New Hampshire
$8.79K
SHIM
1514
Stone House Investment Management
Pennsylvania
$7.59K +$7.27K +127 New
SO
1515
Sierra Ocean
California
$7.59K +$401 +7 +6%
CPG
1516
Cornerstone Planning Group
New Jersey
$7.31K +$2.58K +45 +56%
LFA
1517
LGT Financial Advisors
Texas
$7.17K
RWPA
1518
Richard W. Paul & Associates
Michigan
$7.11K -$2K -35 -23%
CTWM
1519
Cherry Tree Wealth Management
Minnesota
$6.96K +$6.01K +105 +875%
NSG
1520
Nalls Sherbakoff Group
Tennessee
$6.87K +$6.58K +115 New
TFM
1521
TFC Financial Management
Massachusetts
$6.69K
GPFA
1522
Game Plan Financial Advisors
Ohio
$6.69K
RTL
1523
Red Tortoise LLC
Georgia
$6.33K
CHC
1524
City Holding Co
West Virginia
$6.27K +$6.01K +105 New
PCM
1525
Penserra Capital Management
California
$6K -$177K -3,088 -97%

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.