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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
BHPW
1126
Beverly Hills Private Wealth
California
$279K -$34.7K -644 -11%
DSC
1127
Duncker Streett & Co
Missouri
$278K -$8.84K -164 -3%
KMWM
1128
Keudell/Morrison Wealth Management
Oregon
$276K -$153K -2,843 -36%
SPA
1129
Sherbrooke Park Advisers
New York
$276K +$275K +5,102 New
PTB
1130
Pioneer Trust Bank
Oregon
$276K +$274K +5,091 New
AWA
1131
Aaron Wealth Advisors
Illinois
$275K +$274K +5,084 New
EBA
1132
Eagle Bay Advisors
New York
$275K +$24K +445 +10%
SFC
1133
Sprinkle Financial Consultants
Colorado
$275K +$9.97K +185 +4%
FCG
1134
Fielder Capital Group
Tennessee
$272K -$808 -15 -0.3%
MWA
1135
Meridian Wealth Advisors
Texas
$271K
IA
1136
IFG Advisory
Georgia
$271K +$269K +5,000 New
SIM
1137
Sandia Investment Management
Massachusetts
$271K +$269K +5,000 New
GI
1138
GLOBALT Investments
Georgia
$270K +$269K +4,992 New
WB
1139
WesBanco Bank
West Virginia
$269K -$9.05K -168 -3%
RIA
1140
Retirement Investment Advisors
Oklahoma
$269K +$268K +4,968 New
AWM
1141
Accel Wealth Management
Iowa
$269K +$431 +8 +0.2%
MA
1142
Mutual Advisors
Nebraska
$268K +$54 +1 +0%
JWCA
1143
J.W. Coons Advisors
Ohio
$268K +$267K +4,955 New
GVAG
1144
Great Valley Advisor Group
Delaware
$266K -$12.7K -235 -5%
YLHM
1145
Yelin Lapidot Holdings Management
Israel
$266K +$265K +4,915 New
CFM
1146
Catalyst Funds Management
Australia
$265K -$37.7K -700 -13%
LIM
1147
Leavell Investment Management
Alabama
$263K +$7.87K +146 +3%
MWM
1148
Modera Wealth Management
New Jersey
$262K +$261K +4,843 New
RIA
1149
Realta Investment Advisors
Delaware
$261K -$654K -12,127 -72%
AF
1150
Advisornet Financial
Minnesota
$259K -$19.4K -360 -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.