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Williams Companies

1,819 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 671 increasing their positions, 655 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 100

50% more call options, than puts

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

44% more funds holding in top 10

Funds holding in top 10: 4565 (+20)

19% more capital invested

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

7% more funds holding

Funds holding: 1,7011,819 (+118)

2% more repeat investments, than reductions

Existing positions increased: 671 | Existing positions reduced: 655

1.35% less ownership

Funds ownership: 87.47%86.12% (-1.3%)

Holders
1,819
Holders Change
+118
Holders Change %
+6.94%
% of All Funds
22.26%
Holding in Top 10
65
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+44.44%
% of All Funds
0.8%
New
244
Increased
671
Reduced
655
Closed
100
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1501
Eagle Bay Advisors
New York
$207K -$122K -1,758 -38%
SAM
1502
Satovsky Asset Management
New York
$206K +$196K +2,833 New
RFG
1503
RFP Financial Group
Georgia
$206K +$196K +2,828 New
WHCI
1504
W.H. Cornerstone Investments
Massachusetts
$205K +$195K +2,819 New
PSCM
1505
Per Stirling Capital Management
Texas
$205K +$195K +2,818 New
NRS
1506
Neville Rodie & Shaw
New York
$204K +$194K +2,800 New
SWM
1507
Steinberganna Wealth Management
New York
$204K +$194K +2,797 New
HCP
1508
Hardin Capital Partners
South Carolina
$203K +$194K +2,796 New
VVP
1509
Venture Visionary Partners
Ohio
$203K +$193K +2,794 New
APW
1510
Aventura Private Wealth
Florida
$203K
WAG
1511
Winthrop Advisory Group
Massachusetts
$202K +$193K +2,782 New
JWM
1512
JGP Wealth Management
Oregon
$202K +$192K +2,778 New
IA
1513
Invested Advisors
Pennsylvania
$201K +$191K +2,762 New
NL
1514
NWAM LLC
Washington
$200K +$191K +2,755 New
AI
1515
Axecap Investments
Ohio
$200K +$191K +2,754 New
EA
1516
Ellsworth Advisors
Ohio
$200K +$191K +2,752 New
TPCW
1517
TD Private Client Wealth
New York
$197K +$31.3K +452 +20%
QL
1518
Quarry LP
New York
$194K +$113K +1,626 +156%
SWM
1519
Spire Wealth Management
Virginia
$194K +$29.8K +431 +19%
CFO
1520
CVA Family Office
Colorado
$191K +$52.3K +755 +40%
VNA
1521
Valley National Advisers
Pennsylvania
$188K +$5.26K +76 +3%
RTC
1522
Riverview Trust Company
Washington
$188K
HIA
1523
Harbor Investment Advisory
Maryland
$188K -$18.6K -269 -9%
VIA
1524
Virtus Investment Advisers
Connecticut
$186K -$13.9K -201 -7%
SCM
1525
Silvant Capital Management
Georgia
$179K

WMB Hedge Fund Activity: Q1 2026 in Review

1,819 of the 8,172 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: 244 funds opened new WMB positions and 100 closed out — a net gain of 144 holders — while 671 added to existing stakes and 655 trimmed.

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

  • 1,819 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,701 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 244 funds opened new Williams Companies positions in Q1 2026 and 100 closed out, a net change of +144 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.