We are live on ! Find out more
WMB icon

Williams Companies

1,342 hedge funds and large institutions have $48.5B invested in Williams Companies in 2024 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 501 increasing their positions, 496 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $535M | Put options by funds: $322M

53% more first-time investments, than exits

New positions opened: 144 | Existing positions closed: 94

7% more capital invested

Capital invested by funds: $45.2B → $48.5B (+$3.37B)

3% more funds holding

Funds holding: 1,3081,342 (+34)

1% more repeat investments, than reductions

Existing positions increased: 501 | Existing positions reduced: 496

0.09% less ownership

Funds ownership: 87.21%87.12% (-0.09%)

17% less funds holding in top 10

Funds holding in top 10: 3529 (-6)

Holders
1,342
Holders Change
+34
Holders Change %
+2.6%
% of All Funds
19.27%
Holding in Top 10
29
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-17.14%
% of All Funds
0.42%
New
144
Increased
501
Reduced
496
Closed
94
Calls
$535M
Puts
$322M
Net Calls
+$213M
Net Calls Change
+$56.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FWIA
726
Fort Washington Investment Advisors
Ohio
$813K -$782K -17,800 -50%
IWM
727
IHT Wealth Management
Illinois
$811K +$153K +3,477 +24%
EWA
728
EP Wealth Advisors
California
$808K +$268K +6,099 +53%
EH
729
Equitable Holdings
New York
$806K +$65.1K +1,482 +9%
HCM
730
Hollencrest Capital Management
California
$805K +$527 +12 +0.1%
RCM
731
RNC Capital Management
California
$804K
DWM
732
Diversify Wealth Management
Utah
$803K -$279K -6,357 -29%
CFG
733
Citizens Financial Group
Rhode Island
$801K +$200K +4,548 +35%
RFA
734
Register Financial Advisors
Georgia
$800K +$791 +18 +0.1%
AWE
735
Avidian Wealth Enterprises
Texas
$794K +$23.2K +527 +3%
PPWP
736
Premier Path Wealth Partners
New Jersey
$792K +$132 +3 +0%
DAS
737
Dynamic Advisor Solutions
Arizona
$786K -$61.9K -1,408 -8%
MGP
738
M&G plc
United Kingdom
$786K -$240K -5,449 -24%
CA
739
Carson Advisory
Georgia
$775K +$5.01K +114 +0.7%
Nomura Holdings
740
Nomura Holdings
Japan
$774K +$516K +11,735 +225%
DT
741
Diversified Trust
Tennessee
$771K +$177K +4,021 +31%
P
742
Pitcairn
Pennsylvania
$771K -$83.6K -1,901 -10%
MFG
743
Magnus Financial Group
New York
$770K +$791 +18 +0.1%
SC
744
Savant Capital
Illinois
$766K +$55.8K +1,270 +8%
PMA
745
Prudent Man Advisors
Illinois
$762K -$151K -3,436 -17%
SAM
746
Sompo Asset Management
Japan
$759K +$67.3K +1,530 +10%
TG
747
TCW Group
California
$759K -$17.1K -388 -2%
IF
748
IRON Financial
Illinois
$759K +$495K +11,258 +210%
HAG
749
HF Advisory Group
Maryland
$758K -$28.2K -642 -4%
EIP
750
Easterly Investment Partners
Massachusetts
$756K +$132 +3 +0%

WMB Hedge Fund Activity: Q3 2024 in Review

1,342 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Williams Companies (WMB) for Q3 2024, worth a combined $48.5B — up 7.5% from $45.2B a quarter earlier.

Buyers outnumbered sellers: 144 funds opened new WMB positions and 94 closed out — a net gain of 50 holders — while 501 added to existing stakes and 496 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $250M. The largest seller was Franklin Resources, cutting an estimated $297M.

  • 1,342 institutional investors held Williams Companies (WMB) as of Q3 2024, up from 1,308 in Q2 2024.
  • Funds reported $48.5B of Williams Companies stock for Q3 2024, up 7.5% quarter-over-quarter.
  • 144 funds opened new Williams Companies positions in Q3 2024 and 94 closed out, a net change of +50 holders.
  • The largest Williams Companies buyer in Q3 2024 was Wellington Management Group, an estimated $250M added.
  • The largest Williams Companies seller in Q3 2024 was Franklin Resources, an estimated $297M sold.

Based on aggregated 13F filings for Q3 2024.