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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
CP
1176
Castleview Partners
Texas
$241K -$6.58K -122 -3%
SWM
1177
Spire Wealth Management
Virginia
$238K +$5.71K +106 +2%
GSWM
1178
Golden State Wealth Management
California
$237K +$236K +4,378 New
ATS
1179
Ashton Thomas Securities
New York
$237K -$9.48K -176 -4%
AAIS
1180
ABN AMRO Investment Solutions
$236K -$26.6K -494 -10%
BSSFA
1181
Baron Silver Stevens Financial Advisors
Florida
$236K +$235K +4,359 New
LCM
1182
LCM Capital Management
Illinois
$235K +$234K +4,342 New
MAG
1183
Mayfair Advisory Group
Alabama
$233K
RIM
1184
RW Investment Management
Idaho
$233K +$232K +4,314 New
PJWM
1185
Philip James Wealth Mangement
Georgia
$233K -$17.4K -323 -7%
DC
1186
Diametric Capital
Massachusetts
$233K -$26.8K -497 -10%
SI
1187
Seeds Investor
New York
$233K -$27.6K -512 -11%
NB
1188
NBT Bank
New York
$232K -$539 -10 -0.2%
OBWG
1189
Onyx Bridge Wealth Group
New York
$232K -$38.9K -722 -14%
MFA
1190
Mayflower Financial Advisors
Massachusetts
$231K +$230K +4,272 New
RF
1191
Rossby Financial
Florida
$231K +$230K +4,267 New
GPI
1192
General Partner Inc
Pennsylvania
$231K
BF
1193
bLong Financial
Tennessee
$231K +$230K +4,261 New
KA
1194
Kozak & Associates
Colorado
$230K +$66.2K +1,229 +43%
CPRC
1195
Consolidated Portfolio Review Corp
New York
$230K +$229K +4,241 New
LFG
1196
Lockerman Financial Group
California
$229K +$228K +4,232 New
OFO
1197
OneAscent Family Office
Alabama
$229K +$228K +4,235 New
MM
1198
Meridian Management
Arkansas
$228K +$227K +4,205 New
AI
1199
ArchPoint Investors
Florida
$227K +$226K +4,200 New
PWPS
1200
Pinnacle Wealth Planning Services
Ohio
$227K -$128K -2,378 -36%

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.