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Williams Companies

1,819 hedge funds and large institutions have $76.5B invested in Williams Companies in 2026 Q1 according to their latest regulatory filings, with 244 funds opening new positions, 671 increasing their positions, 655 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more first-time investments, than exits

New positions opened: 244 | Existing positions closed: 100

50% more call options, than puts

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

44% more funds holding in top 10

Funds holding in top 10: 4565 (+20)

19% more capital invested

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

7% more funds holding

Funds holding: 1,7011,819 (+118)

2% more repeat investments, than reductions

Existing positions increased: 671 | Existing positions reduced: 655

1.35% less ownership

Funds ownership: 87.47%86.12% (-1.3%)

Holders
1,819
Holders Change
+118
Holders Change %
+6.94%
% of All Funds
22.26%
Holding in Top 10
65
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+44.44%
% of All Funds
0.8%
New
244
Increased
671
Reduced
655
Closed
100
Calls
$557M
Puts
$373M
Net Calls
+$185M
Net Calls Change
+$220M
Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1876
Cascade Financial Partners
California
-$216K -3,600 Closed
IFU
1877
iSAM Funds (UK)
United Kingdom
-$207K -3,441 Closed
PA
1878
Prossimo Advisors
California
-$205K -3,409 Closed
SOW
1879
State of Wyoming
Wyoming
-$201K -3,352 Closed
SIM
1880
Sentry Investment Management
Wisconsin
-$181K -3,016 Closed
JWM
1881
Jessup Wealth Management
Ohio
-$142K -2,363 Closed
LWANC
1882
Laurel Wealth Advisors (North Carolina)
North Carolina
-$131K -2,178 Closed
BC
1883
Bayforest Capital
United Kingdom
-$89.6K -1,490 Closed
FIA
1884
FNY Investment Advisers
New York
-$84K -1,400 Closed
EW
1885
Elyxium Wealth
California
-$74.8K -1,244 Closed
GWM
1886
Greenline Wealth Management
Florida
-$63.1K -1,049 Closed
TPBG
1887
Turning Point Benefit Group
Maryland
-$60.2K -1,002 Closed
GAFA
1888
Garton & Associates Financial Advisors
Kentucky
-$51.9K -863 Closed
SNB
1889
Security National Bank
Nebraska
-$40.1K -667 Closed
FWA
1890
Flagship Wealth Advisors
Massachusetts
-$33.1K -550 Closed
CRI
1891
Commonwealth Retirement Investments
Virginia
-$30.1K -500 Closed
CWP
1892
Concord Wealth Partners
Virginia
-$30.1K -500 Closed
CIA
1893
Cape Investment Advisory
Georgia
-$27.5K -458 Closed
WPA
1894
Wealth Preservation Advisors
Tennessee
-$21.9K -365 Closed
EPG
1895
Estate Planners Group
Pennsylvania
-$21.5K -358 Closed
MW
1896
Merited Wealth
Florida
-$19.8K -330 Closed
LB
1897
Legacy Bridge
Iowa
-$17.9K -297 Closed
HHMI
1898
Howard Hughes Medical Institute
Maryland
-$15.8K -263 Closed
EWA
1899
EQ Wealth Advisors
Texas
-$10K -167 Closed
IWM
1900
IMG Wealth Management
Florida
-$9.14K -152 Closed

WMB Hedge Fund Activity: Q1 2026 in Review

1,819 of the 8,172 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: 244 funds opened new WMB positions and 100 closed out — a net gain of 144 holders — while 671 added to existing stakes and 655 trimmed.

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

  • 1,819 institutional investors held Williams Companies (WMB) as of Q1 2026, up from 1,701 in Q4 2025.
  • Funds reported $76.5B of Williams Companies stock for Q1 2026, up 19% quarter-over-quarter.
  • 244 funds opened new Williams Companies positions in Q1 2026 and 100 closed out, a net change of +144 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.