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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
RS
1376
Rakuten Securities
Japan
$36K +$13.3K +247 +59%
MEG
1377
Millstone Evans Group
Colorado
$35.7K +$35.5K +659 New
PB
1378
Pinnacle Bancorp
Nebraska
$35.2K -$6.04K -112 -15%
T
1379
Transce3nd
Texas
$34.9K +$34.7K +644 New
JWA
1380
JFS Wealth Advisors
Pennsylvania
$34.4K
SAM
1381
S.A. Mason
Michigan
$33.3K
MFS
1382
Mattson Financial Services
Michigan
$33K -$29.1K -540 -43%
GC
1383
Gould Capital
Washington
$32.5K
AFM
1384
Aspetuck Financial Management
Connecticut
$32.5K +$32.3K +600 New
PGAM
1385
Princeton Global Asset Management
New Jersey
$32.3K +$269 +5 +0.8%
SWA
1386
SOA Wealth Advisors
New York
$31.9K +$31.8K +590 New
WI
1387
Wintrust Investments
Illinois
$31K -$6.2K -115 -17%
LIS
1388
Legacy Investment Solutions
Idaho
$30.9K -$5.28K -98 -15%
LWMI
1389
Legacy Wealth Management (Idaho)
Idaho
$30.9K -$5.28K -98 -15%
CAM
1390
Creekmur Asset Management
Illinois
$30.7K +$269 +5 +0.9%
FLP
1391
Financial Life Planners
Arizona
$29.9K +$29.7K +552 New
VWA
1392
Valued Wealth Advisors
Utah
$29.8K +$6.14K +114 +26%
WWP
1393
WR Wealth Planners
Missouri
$29.6K +$269 +5 +0.9%
CPA
1394
Compass Planning Associates
Massachusetts
$29.5K +$29.4K +546 New
DJSG
1395
D.J. St. Germain
Massachusetts
$28.6K -$1.89K -35 -6%
MSFP
1396
Mark Sheptoff Financial Planning
Connecticut
$28.4K
HI
1397
Hoey Investments
Pennsylvania
$28.1K +$28K +520 New
SSB
1398
Sandy Spring Bank
Maryland
$27.4K +$27.3K +507 New
PP
1399
Pingora Partners
Wyoming
$27.3K
CWP
1400
Concord Wealth Partners
Virginia
$27.1K -$4.2K -78 -13%

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.