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Williams Companies
WMB

Overview Fund Activity

1,601 hedge funds and large institutions have $66.7B invested in Williams Companies in 2025 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 678 increasing their positions, 537 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,601
Holders Change
+53
Holders Change %
+3.42%
% of All Funds
21.47%
Holding in Top 10
50
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-15.25%
% of All Funds
0.67%
New
163
Increased
678
Reduced
537
Closed
84
Calls
$531M
Puts
$458M
Net Calls
+$73.2M
Net Calls Change
-$110M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.63B
2
BC
Brookfield Corp
Ontario, Canada
$755M
3
Invesco
Invesco
Georgia
$906M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$144M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$257M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
$71.3M
2
BlackRock
BlackRock
New York
$6.64B
3
Geode Capital Management
Geode Capital Management
Massachusetts
$1.79B
4
BG
Bahl & Gaynor
Ohio
$535M
5
UBS Group
UBS Group
Switzerland
$711M
Name Holding Trade Value Shares
Change 		Shares
Change %
GPFA
1551
Game Plan Financial Advisors
Ohio
$7.04K – – –
TFM
1552
TFC Financial Management
Massachusetts
$7.04K – – –
KG
1553
Kilter Group
New York
$6.85K +$6.85K +109 New
SIC
1554
SJS Investment Consulting
Ohio
$6.7K -$3.19K -51 -32%
RTL
1555
Red Tortoise LLC
Georgia
$6.66K – – –
KWM
1556
Kiker Wealth Management
Georgia
$6.28K – – –
VWA
1557
VSM Wealth Advisory
Maryland
$6.28K – – –
MDA
1558
Minot DeBlois Advisors
Massachusetts
$6.28K – – –
GWSA
1559
Global Wealth Strategies & Associates
Colorado
$6.27K -$9.78K -156 -61%
MWM
1560
MorganRosel Wealth Management
Colorado
$6.09K – – –
PCM
1561
Penserra Capital Management
California
$6K – – –
TVWM
1562
Tower View Wealth Management
Wisconsin
$5.93K – – –
BFS
1563
Bare Financial Services
Pennsylvania
$5.72K +$5.21K +83 +1,038%
AAG
1564
Accordant Advisory Group
Maryland
$5.65K – – –
WW
1565
Winnow Wealth
Texas
$5.65K +$3.33K +53 +143%
CWM
1566
Cedar Wealth Management
California
$5.26K +$5.26K +84 New
NWM
1567
Nova Wealth Management
Florida
$5.17K +$3.4K +54 +193%
SWP
1568
Strategic Wealth Partners
Ohio
$5.13K +$5.13K +82 New
FRA
1569
Front Row Advisors
California
$5.09K +$5.09K +81 New
WCM
1570
WealthTrak Capital Management
Virginia
$4.4K +$2.2K +35 +100%
IRC
1571
Investors Research Corp
Georgia
$4.27K -$47.5K -757 -92%
RAM
1572
Riggs Asset Management
Pennsylvania
$3.9K +$3.9K +62 New
MAWAG
1573
Mid-American Wealth Advisory Group
Missouri
$3.64K +$3.64K +58 New
MFT
1574
Moisand Fitzgerald Tamayo
Florida
$3.58K – – –
BHWM
1575
Bay Harbor Wealth Management
Maryland
$3.58K +$1.45K +23 +68%
61 62
63
64 65