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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
CFG
1651
CKW Financial Group
Hawaii
-$114K -2,100 Closed
WWA
1652
Wingate Wealth Advisors
Massachusetts
-$106K -1,950 Closed
OC
1653
Oarsman Capital
Wisconsin
-$96.3K -1,780 Closed
MFA
1654
McClarren Financial Advisors
Pennsylvania
-$88K -1,629 Closed
CJ
1655
Caitlin John
Michigan
-$76.2K -1,408 Closed
AFM
1656
Aspetuck Financial Management
Connecticut
-$32.5K -600 Closed
FLP
1657
Financial Life Planners
Arizona
-$29.9K -552 Closed
HI
1658
Hoey Investments
Pennsylvania
-$28.1K -520 Closed
FA
1659
Financial Avengers
California
-$26.2K -485 Closed
MFG
1660
Menard Financial Group
Texas
-$25.8K -476 Closed
VHAM
1661
Van Hulzen Asset Management
California
-$25.7K -474 Closed
FS
1662
Financially Speaking
Colorado
-$23.8K -439 Closed
FWM
1663
FSA Wealth Management
Massachusetts
-$23.3K -430 Closed
PCWA
1664
Pacific Capital Wealth Advisors
California
-$15.1K -279 Closed
TAM
1665
Tucker Asset Management
Colorado
-$11.6K -215 Closed
BSB
1666
Bangor Savings Bank
Maine
-$10K -185 Closed
FF
1667
Friedenthal Financial
New Jersey
-$9.2K -170 Closed
PA
1668
PSI Advisors
Florida
-$8.66K -160 Closed
CA
1669
Centerpoint Advisors
Massachusetts
-$7K -125 Closed
MBFW
1670
Morton Brown Family Wealth
Pennsylvania
-$6.76K -125 Closed
WCM
1671
Westend Capital Management
California
-$6.39K -118 Closed
FWM
1672
FLP Wealth Management
Arkansas
-$4.48K -83 Closed
KBFS
1673
Kohmann Bosshard Financial Services
Ohio
-$433 -8 Closed
SMAM
1674
Sugar Maple Asset Management
Wisconsin
-$271 -5 Closed

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.