Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WILLIAMS COS INC (WMB)

2K + Investors. Track Smart Money conviction in WMB. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +88
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — WMB

Based on 1567 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added WMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,567 hedge funds hold WMB right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +13% more funds vs a year ago

fund count last 6Q
+182 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

826 buying693 selling
Last quarter: 826 funds bought or added vs 693 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+97 vs last Q)

new funds entering per quarter
Funds opening a new WMB position: 174 → 164 → 117 → 214. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 20% medium ■ 16% new
1,002 out of 1,567 hedge funds have held WMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~214 new funds/quarter

219 → 174 → 164 → 117 → 214 new funds/Q
New funds entering each quarter: 174 → 164 → 117 → 214. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 11% 1-2yr ■ 23% new
Of 1,617 current holders: 1,068 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
44 of 1567 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in WMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WMB

How many hedge funds hold WMB — quarterly history vs. share price
Quarterly hedge fund ownership of WMB vs. share price

Market Analysis: WMB

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WMB

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

154 top-rated funds 25 high-conviction
Consensus
9.5
/ 10
breadth
×
Elite
5.9
/ 10
conviction
Hedge Fund Positioning: WMB
2026 Q1 Stats Unlock in 12 days 2K + Investors

Track Smart Money conviction in WMB. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 1617 1530 5.69%
13F Shares 1.07B 1.04B 2.16%
Total Value $62.93B $64.93B -3.08%
New Positions 218 118 +100
Increased Positions 684 688 -4
Closed Positions 132 147 -15
Reduced Positions 620 623 -3
Total Calls 31 34 -8.82%
Total Puts 27 26 3.85%
PUT/CALL Ratio 0.87 0.76 Neutral

Statistics: WMB

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

2K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WMB. Verified SEC 13F-HR filings.

Top 25 institutional holders of WMB — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 WALNUT PRIVATE EQUITY PARTNERS, LLC 19.26% 479,825 $34.9M
2 Heronetta Management, L.P. 16.70% 251,402 $18.3M
3 SL ADVISORS, LLC 8.10% 65,722 $4.8M
4 CHICKASAW CAPITAL MANAGEMENT LLC 7.73% 3,005,588 $219K
5 Asset Management Advisors, LLC 7.64% 173,616 $12.6M
6 Fractal Investments LLC 7.01% 814,000 $59.2M
7 Barnett & Company, Inc. 6.36% 112,419 $8.2M
8 ELCO Management Co., LLC 6.35% 181,958 $13.2M
9 CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 6.13% 1,700,100 $123.7M
10 Dilation Capital Management LP 5.50% 150,605 $11.0M
11 Ausbil Investment Management Ltd 5.00% 139,927 $10.1M
12 WEYBOSSET RESEARCH & MANAGEMENT LLC 4.19% 199,736 $14.5M
13 CapWealth Advisors, LLC 4.12% 762,287 $55.5M
14 ADAMS NATURAL RESOURCES FUND, INC. 3.86% 457,450 $33.3M
15 Mosaic Advisors LLC 3.56% 33,000 $2.4M
16 CAMPBELL NEWMAN ASSET MANAGEMENT INC 3.38% 572,943 $41.7M
17 O'Brien Greene & Co. Inc 3.20% 155,167 $11.3M
18 WILKINS INVESTMENT COUNSEL INC 3.02% 289,330 $21.1M
19 Stokes Capital Advisors, LLC 2.56% 156,811 $11.4M
20 Kinsale Capital Group, Inc. 2.54% 217,619 $15.8M
21 REAVES W H & CO INC 2.52% 2,089,760 $152.1M
22 BAHL & GAYNOR INC 2.52% 6,859,866 $499.3M
23 GS Investments, Inc. 2.51% 60,203 $4.4M
24 CFM WEALTH PARTNERS LLC 2.47% 226,405 $16.5M
25 IBEX WEALTH ADVISORS 2.41% 356,290 $25.9M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WILLIAMS COS INC (WMB)

What does the Smart Money Trend signal show for WMB?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added WMB than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WMB?

Slight buying edge — 54% buying: Last quarter: 826 funds bought or added vs 693 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WMB holders?

Elite ownership — 56% AUM from top-100 funds: 44 of 1567 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in WMB. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WMB?

64% of holders stayed for 2+ years: 1,002 out of 1,567 hedge funds have held WMB for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.