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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
1WA
1001
180 Wealth Advisors
Washington
$437K -$30.7K -570 -7%
CL
1002
COWA LLC
Oklahoma
$437K +$103K +1,905 +38%
SAM
1003
Sompo Asset Management
Japan
$436K -$462K -8,580 -52%
SQA
1004
Simon Quick Advisors
New Jersey
$431K +$51.7K +960 +14%
BPWM
1005
Badgley Phelps Wealth Managers
Washington
$428K
CWS
1006
Confluence Wealth Services
Pennsylvania
$426K +$9.54K +177 +3%
JCM
1007
Jag Capital Management
Missouri
$425K -$78.1K -1,450 -16%
FVWA
1008
Foster Victor Wealth Advisors
South Carolina
$424K +$387K +7,176 New
CB
1009
Cadence Bank
Mississippi
$422K -$59.2K -1,099 -12%
FWTB
1010
First Western Trust Bank
Colorado
$422K
FT
1011
Fiduciary Trust
Massachusetts
$422K +$23.3K +433 +6%
AAS
1012
Ameritas Advisory Services
Nebraska
$420K +$45.3K +841 +12%
BIG
1013
Brooklyn Investment Group
New York
$419K -$4.2K -78 -1%
CG
1014
Clarus Group
Texas
$419K +$485 +9 +0.1%
MGAM
1015
McGowan Group Asset Management
Texas
$415K +$2.96K +55 +0.7%
TCG
1016
Transcendent Capital Group
Oklahoma
$414K +$184K +3,408 +234%
PCM
1017
Parsons Capital Management
Rhode Island
$410K +$28K +520 +7%
IPAM
1018
Investment Partners Asset Management
New Jersey
$407K
WAG
1019
Wallace Advisory Group
California
$406K -$121K -2,250 -20%
CCC
1020
Chelsea Counsel Company
California
$406K
CFB
1021
Cullen/Frost Bankers
Texas
$405K -$186K -3,457 -32%
CAMG
1022
CWA Asset Management Group
Florida
$405K +$48.2K +894 +14%
GAM
1023
Gotham Asset Management
New York
$404K +$39.9K +740 +11%
OTL
1024
Oak Thistle LLC
New York
$399K -$2M -37,159 -83%
XF
1025
XML Financial
Maryland
$398K +$27.6K +513 +7%

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.