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
SIC
951
Sterling Investment Counsel
New York
$333K
CCA
952
Cottonwood Capital Advisors
Utah
$332K -$8.48K -193 -3%
PWP
953
Principle Wealth Partners
Connecticut
$332K +$44 +1 +0%
CW
954
Code Waechter
Florida
$327K +$315K +7,167 New
MFWP
955
Mosaic Family Wealth Partners
Missouri
$327K +$7.47K +170 +2%
BONH
956
Bank of New Hampshire
New Hampshire
$327K -$2.68K -61 -0.8%
CFG
957
Carr Financial Group
Massachusetts
$326K +$615 +14 +0.2%
CAM
958
Cidel Asset Management
Ontario, Canada
$325K
MPM
959
MBB Public Markets
Illinois
$325K -$3.34M -75,923 -91%
BMWM
960
Brown Miller Wealth Management
Virginia
$322K +$1.14K +26 +0.4%
AIM
961
Aigen Investment Management
New York
$322K +$310K +7,052 New
PCM
962
Parsons Capital Management
Rhode Island
$322K
GM
963
GeoWealth Management
Illinois
$321K -$33.7K -766 -10%
ARC
964
Advisor Resource Council
Texas
$320K +$308K +7,013 New
SQA
965
Simon Quick Advisors
New Jersey
$320K +$29.9K +681 +11%
WGAM
966
Wilkinson Global Asset Management
New York
$320K
NWM
967
Napa Wealth Management
California
$320K +$308K +7,000 New
CWS
968
Confluence Wealth Services
Pennsylvania
$319K -$132 -3 -0%
AAS
969
Ameritas Advisory Services
Nebraska
$316K -$111K -2,514 -27%
IWA
970
IVC Wealth Advisors
Pennsylvania
$315K +$51.6K +1,174 +21%
XF
971
XML Financial
Maryland
$313K +$13.3K +302 +5%
TPI
972
Trust Point Inc
Wisconsin
$312K -$42.8K -974 -12%
LFS
973
Legacy Financial Strategies
Kansas
$310K +$299K +6,793 New
JSW
974
Journey Strategic Wealth
New Jersey
$307K +$23.2K +528 +9%
GAM
975
Gotham Asset Management
New York
$307K +$16.9K +385 +6%

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.