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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
EF
651
Empirical Finance
Pennsylvania
$1.45M -$3.45K -64 -0.2%
SWP
652
Stratos Wealth Partners
Ohio
$1.44M -$225K -4,178 -14%
NG
653
Norden Group
Utah
$1.44M -$139K -2,572 -9%
MLA
654
My Legacy Advisors
Oregon
$1.43M -$27.3K -506 -2%
AFP
655
Ausdal Financial Partners
Iowa
$1.43M +$21.6K +401 +2%
IBOK
656
Independence Bank of Kentucky
Kentucky
$1.43M +$73.5K +1,364 +5%
ACA
657
Aptus Capital Advisors
Alabama
$1.42M +$751K +13,941 +113%
PCG
658
Prosperity Consulting Group
Maryland
$1.42M +$25.6K +475 +2%
FFM
659
Forum Financial Management
Illinois
$1.41M +$33.5K +621 +2%
NSIM
660
North Star Investment Management
Illinois
$1.39M +$106K +1,968 +8%
CM
661
Castleark Management
Illinois
$1.38M
WAM
662
Weiss Asset Management
Massachusetts
$1.38M +$1.38M +25,557 New
CB
663
CNB Bank
Pennsylvania
$1.37M -$178K -3,294 -12%
TA
664
TrueWealth Advisors
Alabama
$1.35M -$335K -6,209 -20%
RC
665
RBF Capital
California
$1.35M
WA
666
Wealth Alliance
New York
$1.35M -$399K -7,409 -23%
HTIM
667
Harbour Trust & Investment Management
Indiana
$1.35M -$19.9K -370 -1%
CI
668
Cherokee Insurance
Michigan
$1.34M +$1.33M +24,729 New
MYLI
669
Meiji Yasuda Life Insurance
Japan
$1.33M
GWM
670
Geneos Wealth Management
Colorado
$1.33M -$85.8K -1,593 -6%
NIM
671
Northeast Investment Management
Massachusetts
$1.33M
GT
672
Greenleaf Trust
Michigan
$1.33M +$166K +3,088 +14%
PA
673
Prossimo Advisors
California
$1.32M +$2.53K +47 +0.2%
HAM
674
Hedges Asset Management
Nevada
$1.32M
AO
675
Advisor OS
Illinois
$1.32M +$130K +2,404 +11%

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.