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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
MDA
1526
Minot DeBlois Advisors
Massachusetts
$5.98K -$8.59K -150 -60%
KWM
1527
Kiker Wealth Management
Georgia
$5.98K +$5.72K +100 New
VWA
1528
VSM Wealth Advisory
Maryland
$5.98K +$5.72K +100 New
MWM
1529
MorganRosel Wealth Management
Colorado
$5.8K +$5.55K +97 New
GEA
1530
Glen Eagle Advisors
New Jersey
$5.72K +$57 +1 +1%
TVWM
1531
Tower View Wealth Management
Wisconsin
$5.59K +$57 +1 +1%
AAG
1532
Accordant Advisory Group
Maryland
$5.38K
RMP
1533
Richards, Merrill & Peterson
Washington
$5.08K
CWP
1534
Clark Wealth Partners
Illinois
$3.94K
MFS
1535
Mattson Financial Services
Michigan
$3.53K -$38K -663 -92%
MFT
1536
Moisand Fitzgerald Tamayo
Florida
$3.41K
ACA
1537
Atlas Capital Advisors
Wyoming
$3.17K
CAC
1538
Core Alternative Capital
Georgia
$2.75K
DWM
1539
Dogwood Wealth Management
Kansas
$2.75K +$2.63K +46 New
AIC
1540
Archer Investment Corporation
Indiana
$2.39K
FCAS
1541
First Command Advisory Services
Texas
$2.33K -$14.1K -246 -86%
WW
1542
Winnow Wealth
Texas
$2.19K +$687 +12 +48%
WCM
1543
WealthTrak Capital Management
Virginia
$2.09K
PWA
1544
Principia Wealth Advisory
Texas
$2.09K +$229 +4 +12%
NL
1545
NVWM LLC
Pennsylvania
$2.03K +$286 +5 +17%
BHWM
1546
Bay Harbor Wealth Management
Maryland
$2.03K +$1.95K +34 New
NRG
1547
Nemes Rush Group
Michigan
$1.79K -$8.36K -146 -83%
GC
1548
Garde Capital
Washington
$1.79K +$1.72K +30 New
STB
1549
S&T Bank
Pennsylvania
$1.79K +$1.72K +30 New
NWM
1550
Nova Wealth Management
Florida
$1.67K

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.