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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
SNB
1876
Security National Bank
Nebraska
-$40.1K -667 Closed
FWA
1877
Flagship Wealth Advisors
Massachusetts
-$33.1K -550 Closed
CRI
1878
Commonwealth Retirement Investments
Virginia
-$30.1K -500 Closed
CWP
1879
Concord Wealth Partners
Virginia
-$30.1K -500 Closed
CIA
1880
Cape Investment Advisory
Georgia
-$27.5K -458 Closed
WPA
1881
Wealth Preservation Advisors
Tennessee
-$21.9K -365 Closed
EPG
1882
Estate Planners Group
Pennsylvania
-$21.5K -358 Closed
MW
1883
Merited Wealth
Florida
-$19.8K -330 Closed
LB
1884
Legacy Bridge
Iowa
-$17.9K -297 Closed
HHMI
1885
Howard Hughes Medical Institute
Maryland
-$15.8K -263 Closed
EWA
1886
EQ Wealth Advisors
Texas
-$10K -167 Closed
IWM
1887
IMG Wealth Management
Florida
-$9.14K -152 Closed
CIAS
1888
CBIZ Investment Advisory Services
Ohio
-$8.66K -144 Closed
LFA
1889
LGT Financial Advisors
Texas
-$7.33K -122 Closed
NL
1890
Navalign LLC
California
-$7.18K -119 Closed
QA
1891
Quattro Advisors
Pennsylvania
-$7.11K -118 Closed
MHIP
1892
Mountain Hill Investment Partners
New Jersey
-$6.01K -100 Closed
CWM
1893
Cedar Wealth Management
California
-$5.04K -84 Closed
VR
1894
Vision Retirement
New Jersey
-$4.63K -77 Closed
WW
1895
Winnow Wealth
Texas
-$4.45K -73 Closed
IIM
1896
IFC & Insurance Marketing
California
-$3K -46 Closed
WWA
1897
Wealth Watch Advisors
Colorado
-$2.65K -44 Closed
MA
1898
Modus Advisors
Minnesota
-$2.12K -35 Closed
CWA
1899
Carolina Wealth Advisors
South Carolina
-$1.92K -32 Closed
CCMI
1900
Creative Capital Management Investments
California
-$1.38K -23 Closed

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.