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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
HOWA
1551
Heritage Oak Wealth Advisors
Florida
-$345K -7,556 Closed
CFG
1552
Carr Financial Group
Massachusetts
-$326K -7,134 Closed
MPM
1553
MBB Public Markets
Illinois
-$325K -7,110 Closed
ARC
1554
Advisor Resource Council
Texas
-$320K -7,013 Closed
IWA
1555
IVC Wealth Advisors
Pennsylvania
-$315K -6,890 Closed
AWAP
1556
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$288K -6,301 Closed
CCMT
1557
CMT Capital Markets Trading
Germany
-$318K -5,900 Closed
PAM
1558
Paradigm Asset Management
New York
-$269K -5,900 Closed
RWM
1559
RKL Wealth Management
Pennsylvania
-$267K -5,841 Closed
OAM
1560
Oxford Asset Management
United Kingdom
-$262K -5,743 Closed
CCAL
1561
City Center Advisors LLC
Michigan
-$258K -5,653 Closed
AC
1562
Annandale Capital
Texas
-$247K -5,418 Closed
WI
1563
WrapManager Inc
California
-$231K -5,059 Closed
AIA
1564
Arbor Investment Advisors
North Carolina
-$228K -5,000 Closed
LF
1565
Lantz Financial
Illinois
-$220K -4,811 Closed
S
1566
Sunpointe
Missouri
-$218K -4,777 Closed
MWM
1567
Meridian Wealth Management
Kentucky
-$207K -4,532 Closed
WQ
1568
Wealth Quarterback
New Jersey
-$204K -4,464 Closed
WBC
1569
Westpac Banking Corp
Australia
-$154K -3,384 Closed
BWP
1570
Baldwin Wealth Partners
Massachusetts
-$92.8K -2,032 Closed
RA
1571
Rational Advisors
New York
-$66.1K -1,447 Closed
CT
1572
Coastline Trust
Rhode Island
-$45.6K -1,000 Closed
JIP
1573
Jaffetilchin Investment Partners
Florida
-$44.2K -969 Closed
TC
1574
Trust Company
Kansas
-$43.5K -952 Closed
APC
1575
Aspire Private Capital
North Carolina
-$27.4K -601 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.