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Williams Companies

1,518 hedge funds and large institutions have $57B invested in Williams Companies in 2024 Q4 according to their latest regulatory filings, with 277 funds opening new positions, 475 increasing their positions, 590 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 277 | Existing positions closed: 75

52% more funds holding in top 10

Funds holding in top 10: 2944 (+15)

17% more capital invested

Capital invested by funds: $48.5B → $57B (+$8.42B)

13% more funds holding

Funds holding: 1,3411,518 (+177)

0.81% less ownership

Funds ownership: 87.12%86.31% (-0.81%)

19% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 590

26% less call options, than puts

Call options by funds: $427M | Put options by funds: $573M

Holders
1,518
Holders Change
+177
Holders Change %
+13.2%
% of All Funds
19.99%
Holding in Top 10
44
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+51.72%
% of All Funds
0.58%
New
277
Increased
475
Reduced
590
Closed
75
Calls
$427M
Puts
$573M
Net Calls
-$146M
Net Calls Change
-$359M
Name Holding Trade Value Shares
Change
Change in
Stake
FCP
626
Fidelis Capital Partners
Florida
$1.61M +$113K +2,099 +8%
UCI
627
Uncommon Cents Investing
Wisconsin
$1.56M -$12.7K -235 -0.8%
PWP
628
Phillips Wealth Planners
Mississippi
$1.55M -$201K -3,739 -12%
I
629
InceptionR
California
$1.55M +$1.54M +28,603 New
PG
630
Patten Group
Tennessee
$1.54M -$3.02K -56 -0.2%
BWM
631
Buckley Wealth Management
Nevada
$1.53M -$99.4K -1,845 -6%
TSMHT
632
Thurston Springer Miller Herd & Titak
Indiana
$1.53M +$384K +7,117 +34%
KIA
633
KCM Investment Advisors
California
$1.53M -$10.1K -188 -0.7%
BI
634
Bramshill Investments
Florida
$1.52M +$1.52M +28,173 New
SWM
635
Segment Wealth Management
Texas
$1.52M +$12.9K +240 +0.9%
USAA
636
United Services Automobile Association
Texas
$1.52M -$122K -2,259 -7%
CI
637
Conning Inc
Connecticut
$1.52M +$71.6K +1,328 +5%
PWM
638
Perigon Wealth Management
California
$1.51M +$798K +14,814 +139%
CAM
639
Centre Asset Management
New York
$1.51M -$14.8K -275 -1%
DF
640
Donoghue Forlines
Massachusetts
$1.51M -$2.75M -51,031 -65%
BTWM
641
Baker Tilly Wealth Management
Wisconsin
$1.5M -$176K -3,257 -11%
WSFS
642
Wilmington Savings Fund Society
Delaware
$1.5M -$99.1K -1,839 -6%
VT
643
Vise Technologies
New York
$1.49M +$821K +15,244 +123%
TCOO
644
Trust Company of Oklahoma
Oklahoma
$1.49M -$49.2K -913 -3%
SG Americas Securities
645
SG Americas Securities
New York
$1.49M -$45.2M -838,011 -97%
AIMCA
646
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.49M +$1.48M +27,500 New
S
647
SignatureFD
Georgia
$1.48M +$4.37K +81 +0.3%
HCP
648
Holt Capital Partners
Texas
$1.47M
CSPIA
649
Cary Street Partners Investment Advisory
Virginia
$1.46M -$18.7M -347,350 -93%
FCB
650
First County Bank
Connecticut
$1.46M -$337K -6,257 -19%

WMB Hedge Fund Activity: Q4 2024 in Review

1,518 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q4 2024, worth a combined $57B — up 17% from $48.5B a quarter earlier.

Buyers outnumbered sellers: 277 funds opened new WMB positions and 75 closed out — a net gain of 202 holders — while 475 added to existing stakes and 590 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $273M. The largest seller was Bank of America, cutting an estimated $480M.

  • 1,518 institutional investors held Williams Companies (WMB) as of Q4 2024, up from 1,341 in Q3 2024.
  • Funds reported $57B of Williams Companies stock for Q4 2024, up 17% quarter-over-quarter.
  • 277 funds opened new Williams Companies positions in Q4 2024 and 75 closed out, a net change of +202 holders.
  • The largest Williams Companies buyer in Q4 2024 was Blackstone Inc, an estimated $273M added.
  • The largest Williams Companies seller in Q4 2024 was Bank of America, an estimated $480M sold.

Based on aggregated 13F filings for Q4 2024.