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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
IFWM
1076
Institute for Wealth Management
Colorado
$333K +$2.69K +50 +0.8%
HCM
1077
Hilton Capital Management
New York
$333K -$54 -1 -0%
SW
1078
StrongBox Wealth
Missouri
$333K +$331K +6,145 New
CLOS
1079
Compagnie Lombard Odier SCmA
Switzerland
$332K -$9.75K -181 -3%
FFA
1080
Fi3 Financial Advisors
Indiana
$331K -$17.6K -327 -5%
PCP
1081
Proficio Capital Partners
Massachusetts
$327K +$325K +6,035 New
CCG
1082
Cypress Capital Group
Florida
$325K -$19K -353 -6%
BONH
1083
Bank of New Hampshire
New Hampshire
$323K -$63.9K -1,185 -17%
BW
1084
BXM Wealth
Colorado
$321K +$320K +5,935 New
HW
1085
Hancock Whitney
Mississippi
$321K -$27.9K -517 -8%
PWP
1086
Principle Wealth Partners
Connecticut
$320K -$72.4K -1,344 -18%
SOW
1087
State of Wyoming
Wyoming
$320K +$95.9K +1,779 +43%
RA
1088
RFG Advisory
Alabama
$319K +$317K +5,887 New
JCM
1089
Jacobsen Capital Management
Utah
$317K -$3.18K -59 -1%
GM
1090
GeoWealth Management
Illinois
$315K -$65.8K -1,221 -17%
BWG
1091
Berry Wealth Group
Texas
$313K +$4.15K +77 +1%
PCH
1092
PGIM Custom Harvest
New Jersey
$312K +$73.3K +1,360 +31%
CCA
1093
Childress Capital Advisors
Texas
$311K +$2.59K +48 +0.8%
AFT
1094
Alpha Family Trust
California
$309K
AIA
1095
Affinity Investment Advisors
California
$308K +$307K +5,694 New
PCS
1096
Personal CFO Solutions
New Jersey
$308K -$162 -3 -0.1%
TL
1097
Tradewinds LLC
North Carolina
$306K +$298K +5,536 New
XT
1098
XTX Topco
Cayman Islands
$305K +$304K +5,639 New
AWM
1099
Avior Wealth Management
Nebraska
$305K +$14.9K +277 +5%
CWP
1100
Curated Wealth Partners
California
$304K +$302K +5,612 New

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.