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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
SA
1051
Sovran Advisors
California
$359K +$333K +6,181 New
YCG
1052
Yeomans Consulting Group
Georgia
$357K +$355K +6,594 New
BSTWA
1053
Blake Schutter Theil Wealth Advisors
Ohio
$354K
PFA
1054
Pinnacle Family Advisors
Missouri
$353K +$1.02K +19 +0.3%
CW
1055
Code Waechter
Florida
$352K -$35.7K -663 -9%
SFI
1056
Susquehanna Fundamental Investments
Pennsylvania
$352K +$350K +6,500 New
JEST
1057
JTC Employer Solutions Trustee
Jersey
$351K
ACP
1058
Aveo Capital Partners
Colorado
$349K +$2.48K +46 +0.7%
FHA
1059
First Horizon Advisors
Tennessee
$349K -$4.31K -80 -1%
RFS
1060
Richardson Financial Services
Massachusetts
$348K +$28.7K +532 +9%
VFA
1061
Valeo Financial Advisors
Indiana
$347K -$2.16K -40 -0.6%
AIM
1062
Anchor Investment Management
South Carolina
$345K +$48.5K +900 +16%
TPI
1063
Trust Point Inc
Wisconsin
$344K -$25K -464 -7%
DWT
1064
Dorsey & Whitney Trust
South Dakota
$344K +$33.8K +627 +11%
MWM
1065
Mission Wealth Management
California
$342K +$86.2K +1,599 +34%
AC
1066
Avestar Capital
New York
$339K +$56.3K +1,045 +20%
HR
1067
Hardy Reed
Mississippi
$338K +$1.02K +19 +0.3%
VA
1068
Valmark Advisers
Ohio
$337K -$4.47K -83 -1%
TA
1069
Townsend & Associates
Colorado
$337K
PIA
1070
Powell Investment Advisors
Florida
$336K
TAM
1071
Tocqueville Asset Management
New York
$336K
PWMAG
1072
Pinnacle Wealth Management Advisory Group
New Jersey
$335K +$59.1K +1,096 +22%
FHA
1073
Flagship Harbor Advisors
Massachusetts
$335K -$151K -2,799 -31%
WAP
1074
Wealthcare Advisory Partners
Pennsylvania
$335K -$1.83K -34 -0.5%
HBW
1075
Hazlett, Burt & Watson
West Virginia
$334K

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.