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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
PWA
1326
Physician Wealth Advisors
Utah
$72.8K +$72.5K +1,345 New
BCMLT
1327
Beacon Capital Management LLC (Tennessee)
Tennessee
$72.5K -$42.1K -781 -37%
ITIM
1328
Indiana Trust & Investment Management
Indiana
$71.5K
POIA
1329
Pin Oak Investment Advisors
Texas
$71K
BGAI
1330
Bruce G. Allen Investments
Colorado
$70.6K -$49.1K -911 -41%
MWA
1331
Medallion Wealth Advisors
Connecticut
$70.3K +$64.9K +1,205 New
TFA
1332
Toth Financial Advisory
Virginia
$66.9K -$68.2K -1,265 -51%
WA
1333
WPG Advisers
Maryland
$65.2K +$64.9K +1,205 New
AFG
1334
Albion Financial Group
Utah
$64.1K +$9.92K +184 +18%
HWM
1335
Hemington Wealth Management
Virginia
$61K +$9K +167 +17%
JFA
1336
JNBA Financial Advisors
Minnesota
$60.6K
DAM
1337
Delta Asset Management
Tennessee
$57.5K -$15.5K -288 -21%
FFC
1338
First Financial Corp
Indiana
$56.4K
CWC
1339
Carolinas Wealth Consulting
North Carolina
$55.9K +$377 +7 +0.7%
AA
1340
Addison Advisors
Vermont
$54.1K -$5.39K -100 -9%
KB
1341
Kimelman & Baird
New York
$54.1K
HGERS
1342
Householder Group Estate & Retirement Specialist
Arizona
$54K -$50.1K -930 -48%
FFO
1343
Fortitude Family Office
Arizona
$53.9K
GIA
1344
GHP Investment Advisors
Colorado
$53.9K +$10.5K +195 +24%
MCM
1345
MV Capital Management
Maryland
$53.6K +$1.24K +23 +2%
CFD
1346
Creative Financial Designs
Indiana
$52.7K +$16.2K +301 +45%
BHWM
1347
Beaird Harris Wealth Management
Texas
$50.1K +$1.62K +30 +3%
WTA
1348
Washington Trust Advisors
Massachusetts
$49.8K -$5.23K -97 -10%
QL
1349
Quarry LP
New York
$49.2K -$238K -4,424 -83%
SFGP
1350
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$49K +$48.8K +906 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.