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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
SCI
901
Stableford Capital II
Arizona
$598K
MLL
902
Moody Lynn & Lieberson
Massachusetts
$594K +$3.93K +73 +0.7%
FFA
903
Founders Financial Alliance
North Carolina
$589K +$2.53K +47 +0.4%
ATC
904
Adirondack Trust Company
New York
$589K
WMA
905
Wealth Management Associates
New Jersey
$589K
FAIM
906
Financial Advocates Investment Management
Washington
$587K -$29.3K -543 -5%
LSPW
907
Lake Street Private Wealth
Illinois
$587K +$45.5K +844 +8%
WSC
908
Wellington Shields & Co
New York
$583K -$26.9K -500 -4%
LF
909
Lee Financial
Texas
$580K
MC
910
Machina Capital
France
$576K +$574K +10,645 New
FNT
911
First National Trust
Pennsylvania
$575K -$4.69K -87 -0.8%
OFS
912
OneAscent Financial Services
Alabama
$573K -$26.4K -489 -4%
AWA
913
Arkadios Wealth Advisors
Georgia
$571K -$509K -9,451 -47%
CD
914
Chapin Davis
Maryland
$571K
FCBT
915
First Citizens Bank & Trust
North Carolina
$571K -$1.94K -36 -0.3%
IWM
916
IHT Wealth Management
Illinois
$568K -$388K -7,198 -41%
AFW
917
Avantra Family Wealth
Pennsylvania
$568K +$566K +10,498 New
BFG
918
Berger Financial Group
Minnesota
$568K
ZI
919
ZEGA Investments
Florida
$565K +$511K +9,484 New
MA
920
Montag & Associates
Georgia
$561K
BFS
921
Bradley Foster & Sargent
Connecticut
$559K +$15.4K +285 +3%
OCG
922
Opus Capital Group
Ohio
$554K -$82.8K -1,536 -13%
BWP
923
Balboa Wealth Partners
Arizona
$552K +$220K +4,076 +66%
WCA
924
Westover Capital Advisors
Delaware
$552K
GI
925
Gradient Investments
Minnesota
$551K -$65.2K -1,210 -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.