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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
NWM
1501
Nova Wealth Management
Florida
$1.51K +$1.51K +28 New
JFG
1502
JDM Financial Group
Texas
$1.46K
ATC
1503
Advantage Trust Company
Kansas
$1.42K +$3.77K +70 New
NCM
1504
Northwest Capital Management
Oregon
$1.35K
WW
1505
Winnow Wealth
Texas
$1.34K +$1.35K +25 New
CAWM
1506
Capital A Wealth Management
Pennsylvania
$1.3K +$1.29K +24 New
CIA
1507
Cape Investment Advisory
Georgia
$1.19K -$251K -4,665 -100%
PWM
1508
Parkworth Wealth Management
California
$1.14K +$1.13K +21 New
MAS
1509
MPWM Advisory Solutions
Georgia
$758 +$754 +14 New
NS
1510
NBC Securities
Alabama
$715 -$882K -16,359 -100%
CTWM
1511
Cherry Tree Wealth Management
Minnesota
$623
IHWM
1512
Iron Horse Wealth Management
Iowa
$595
FCMT
1513
Founders Capital Management (Texas)
Texas
$491
AWM
1514
Activest Wealth Management
Florida
$487 +$485 +9 New
KBFS
1515
Kohmann Bosshard Financial Services
Ohio
$433 +$431 +8 New
SFA
1516
Semmax Financial Advisors
North Carolina
$346
SMAM
1517
Sugar Maple Asset Management
Wisconsin
$271 +$269 +5 New
WBC
1518
West Branch Capital
Massachusetts
$109
MIS
1519
Morningstar Investment Services
Illinois
-$31.7M -701,768 Closed
Twin Tree Management
1520
Twin Tree Management
Texas
-$31.4M -582,556 Closed
WPEP
1521
Walnut Private Equity Partners
Nebraska
-$22.4M -489,273 Closed
P
1522
Paradiem
Louisiana
-$11.9M -261,101 Closed
JGC
1523
J. Goldman & Co
New York
-$11M -240,823 Closed
AG
1524
AlTi Global
New York
-$8.86M -194,127 Closed
AIM
1525
Achmea Investment Management
Netherlands
-$8.68M -190,199 Closed

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.