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Williams Companies

1,807 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 241 funds opening new positions, 667 increasing their positions, 650 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 98

50% more call options, than puts

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

45% more funds holding in top 10

Funds holding in top 10: 4464 (+20)

19% more capital invested

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

6% more funds holding

Funds holding: 1,6971,807 (+110)

3% more repeat investments, than reductions

Existing positions increased: 667 | Existing positions reduced: 650

1.36% less ownership

Funds ownership: 87.46%86.11% (-1.4%)

Holders
1,807
Holders Change
+110
Holders Change %
+6.48%
% of All Funds
22.23%
Holding in Top 10
64
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+45.45%
% of All Funds
0.79%
New
241
Increased
667
Reduced
650
Closed
98
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
C
1626
Covestor
United Kingdom
$41K -$9.69K -140 -20%
SL
1627
Salomon & Ludwin
Virginia
$40.4K +$13.2K +190 +51%
AI
1628
AXS Investments
New York
$40.3K -$17.1K -247 -31%
MSFP
1629
Mark Sheptoff Financial Planning
Connecticut
$40K
HWA
1630
HHM Wealth Advisors
Tennessee
$40K +$31.1K +449 +449%
FFO
1631
Fortitude Family Office
Arizona
$39.9K -$2.42K -35 -6%
AF
1632
Abound Financial
California
$39.4K
HFS
1633
Hughes Financial Services
Virginia
$38.9K +$1.31K +19 +4%
OP
1634
Oslo Pensjonsforsikring
$38.4K +$36.6K +528 New
MCM
1635
Manchester Capital Management
Vermont
$37.6K
CPG
1636
Cornerstone Planning Group
New Jersey
$36.5K +$16.8K +243 +103%
WT
1637
WHI Trust
Illinois
$36.4K
KAS
1638
Kemnay Advisory Services
New York
$35.7K +$346 +5 +1%
CT
1639
Clearstead Trust
Maine
$35.3K
EF
1640
Entrust Financial
Pennsylvania
$34.7K -$2.15K -31 -6%
BGAI
1641
Bruce G. Allen Investments
Colorado
$34.6K -$42.6K -615 -56%
PWMG
1642
Private Wealth Management Group
New Jersey
$34.1K
CA
1643
Crewe Advisors
Utah
$33.4K +$4.5K +65 +16%
CWM
1644
Copia Wealth Management
Oregon
$33.2K
BHWM
1645
Beaird Harris Wealth Management
Texas
$33.1K
PWAM
1646
Private Wealth Asset Management
Iowa
$32.2K -$554 -8 -2%
OPTFSNA
1647
Old Point Trust & Financial Services N A
Virginia
$31.4K
CMP
1648
Coston McIsaac & Partners
Maine
$31K
SHIM
1649
Stone House Investment Management
Pennsylvania
$30.5K +$8.93K +129 +44%
FFA
1650
Frazier Financial Advisors
Ohio
$30.3K +$10.7K +155 +59%

WMB Hedge Fund Activity: Q1 2026 in Review

1,807 of the 8,130 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: 241 funds opened new WMB positions and 98 closed out — a net gain of 143 holders — while 667 added to existing stakes and 650 trimmed.

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

  • 1,807 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,697 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 241 funds opened new Williams Companies positions in Q1 2026 and 98 closed out, a net change of +143 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.