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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
FG
1351
Fairman Group
Pennsylvania
$48.7K
DIP
1352
DT Investment Partners
Pennsylvania
$48.2K +$11.9K +220 +33%
MHR
1353
Matthew Hamilton Rosenberg
$46.4K +$5.71K +106 +14%
TFIPS
1354
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46K -$19.9K -370 -30%
VWM
1355
Vermillion Wealth Management
Minnesota
$45.3K +$45.1K +836 New
ME
1356
McIlrath & Eck
Washington
$45.1K
CT
1357
Caldwell Trust
Florida
$45K
AG
1358
AmeriFlex Group
Nevada
$44.7K +$43.5K +807 New
SIM
1359
Synergy Investment Management
Florida
$43.7K +$43.5K +808 New
WT
1360
Washington Trust
Rhode Island
$43.6K -$5.61K -104 -11%
FWA
1361
FSC Wealth Advisors
New York
$43.4K -$269 -5 -0.6%
CAS
1362
Coppell Advisory Solutions
Texas
$43.1K +$1.4K +26 +3%
CWM
1363
Crowley Wealth Management
Delaware
$42.6K +$42.5K +788 New
TCPG
1364
Trivant Custom Portfolio Group
California
$41.9K
IRC
1365
Investors Research Corp
Georgia
$41K
ANBT
1366
American National Bank & Trust
Texas
$40.6K
RA
1367
Rise Advisors
New York
$39.1K +$323 +6 +0.8%
GKIM
1368
GW&K Investment Management
Massachusetts
$39K +$269 +5 +0.7%
AWM
1369
AllSquare Wealth Management
New York
$37.9K -$26.9K -500 -42%
CCM
1370
Campbell Capital Management
Florida
$37.9K +$37.7K +700 New
GCM
1371
Gables Capital Management
Florida
$37.3K
SS
1372
Sunbelt Securities
Texas
$37.2K -$65.3K -1,212 -64%
AW
1373
Avion Wealth
Texas
$37K +$1.02K +19 +3%
EIM
1374
Essex Investment Management
Massachusetts
$36.8K
FNWA
1375
Financial Network Wealth Advisors
Utah
$36K -$66.7K -1,237 -65%

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.