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Williams Companies

1,227 hedge funds and large institutions have $37.3B invested in Williams Companies in 2023 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 421 increasing their positions, 459 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,227
Holders Change
+89
Holders Change %
+7.82%
% of All Funds
17.99%
Holding in Top 10
30
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.23%
% of All Funds
0.44%
New
179
Increased
421
Reduced
459
Closed
75
Calls
$412M
Puts
$321M
Net Calls
+$90.3M
Net Calls Change
-$37.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WWA
826
WCG Wealth Advisors
Nevada
$361K +$361K +10,373 New
GI
827
Gradient Investments
Minnesota
$361K +$12.7K +364 +4%
PA
828
Parallel Advisors
California
$360K -$8.6K -247 -2%
FW
829
FirstPurpose Wealth
Utah
$360K +$16.2K +465 +5%
FNT
830
First National Trust
Pennsylvania
$356K
IAS
831
Insigneo Advisory Services
Florida
$356K -$9.09K -261 -2%
WCA
832
Westover Capital Advisors
Delaware
$355K
PP
833
Patten & Patten
Tennessee
$354K +$38.3K +1,100 +12%
EWA
834
EP Wealth Advisors
California
$353K -$25K -718 -7%
BJL
835
Brighton Jones LLC
Washington
$352K +$5.12K +147 +1%
IAIM
836
International Assets Investment Management
Florida
$352K -$4.6K -132 -1%
PWP
837
Precedent Wealth Partners
Texas
$351K +$351K +10,066 New
SWM
838
Stockman Wealth Management
Montana
$348K -$16.8K -481 -5%
HA
839
Harbor Advisors
Florida
$348K
CTA
840
Chesley Taft & Associates
Illinois
$348K +$348K +10,000 New
CB
841
Community Bank
New York
$348K
SIMG
842
Sonora Investment Management Group
Arizona
$342K +$2.54K +73 +0.7%
BHPW
843
Beverly Hills Private Wealth
California
$342K +$3.66K +105 +1%
CWS
844
Cypress Wealth Services
California
$339K +$339K +9,721 New
TSS
845
Two Sigma Securities
New York
$338K +$338K +9,715 New
DCBT
846
Dakota Community Bank & Trust
North Dakota
$338K +$4.11K +118 +1%
LSPW
847
Lake Street Private Wealth
Illinois
$337K -$6.55K -188 -2%
IF
848
Intrua Financial
Texas
$337K -$51.7K -1,485 -13%
FCA
849
FinTrust Capital Advisors
South Carolina
$336K -$851K -24,431 -72%
CFG
850
Carr Financial Group
Massachusetts
$332K -$4.01K -115 -1%