We are live on ! Find out more
WMB icon

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
FCH
1201
Freestone Capital Holdings
Washington
$227K +$226K +4,197 New
APW
1202
Aurora Private Wealth
New Jersey
$227K -$55.6K -1,031 -20%
SI
1203
Severin Investments
Missouri
$227K +$226K +4,194 New
BAM
1204
Belpointe Asset Management
Nevada
$226K -$11.9K -220 -4%
IWP
1205
Innova Wealth Partners
Pennsylvania
$226K +$225K +4,184 New
PFBT
1206
Parkside Financial Bank & Trust
Missouri
$226K +$13.7K +255 +7%
CSIC
1207
Clifford Swan Investment Counsel
California
$225K +$224K +4,164 New
ACG
1208
Allen Capital Group
Nebraska
$225K +$224K +4,158 New
IPW
1209
IronBridge Private Wealth
Texas
$225K +$224K +4,157 New
SWM
1210
Shepherd Wealth Management
Ohio
$225K +$224K +4,150 New
CC
1211
Cornerstone Capital
California
$223K +$222K +4,121 New
KFSC
1212
Keystone Financial Services (Colorado)
Colorado
$222K +$221K +4,110 New
BW
1213
Blalock Williams
Alabama
$222K +$221K +4,108 New
APWM
1214
Anchor Pointe Wealth Management
Missouri
$222K +$221K +4,103 New
APW
1215
Austin Private Wealth
Texas
$221K +$221K +4,092 New
OP
1216
ORG Partners
Indiana
$221K +$701 +13 +0.3%
RT
1217
Rockland Trust
Massachusetts
$220K -$32.3K -600 -13%
LSA
1218
Leonteq Securities AG
Switzerland
$220K -$24.1K -447 -10%
PIFP
1219
Partners in Financial Planning
Virginia
$219K -$22.3K -413 -9%
AC
1220
Apella Capital
Connecticut
$219K +$218K +4,045 New
AFFA
1221
ALM First Financial Advisors
Texas
$219K +$218K +4,040 New
PDL
1222
Portfolio Design Labs
California
$218K +$217K +4,031 New
OAM
1223
Ostrum Asset Management
France
$218K -$8.95K -166 -4%
LFA
1224
Legacy Financial Advisors
Kentucky
$218K +$217K +4,024 New
GIA
1225
Gateway Investment Advisers
Ohio
$217K -$30.5K -566 -12%

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.