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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$3.62M -$4.31M -30,526 -54%
Cetera Investment Advisers
252
Cetera Investment Advisers
Illinois
$3.61M +$209K +1,482 +6%
Macquarie Group
253
Macquarie Group
Australia
$3.6M +$103K +730 +3%
William Blair & Company
254
William Blair & Company
Illinois
$3.58M +$35.9K +254 +1%
Creative Planning
255
Creative Planning
Kansas
$3.57M +$158K +1,118 +5%
PC
256
Promethos Capital
Massachusetts
$3.56M +$1.9M +13,440 +114%
RCG
257
Regatta Capital Group
California
$3.54M +$103K +726 +3%
SFA
258
Sequoia Financial Advisors
Ohio
$3.54M +$329K +2,328 +10%
LAM
259
L2 Asset Management
Massachusetts
$3.49M +$2.6M +18,406 +290%
SDIC
260
South Dakota Investment Council
South Dakota
$3.44M -$1.15M -8,112 -25%
IIL
261
Insight Inv LLC
California
$3.41M -$286K -2,024 -8%
CCP
262
Cunning Capital Partners
North Carolina
$3.39M – – –
II
263
IFM Investors
Australia
$3.39M +$61.3K +434 +2%
JIC
264
Johnson Investment Counsel
Ohio
$3.36M -$157K -1,112 -4%
RJFSA
265
Raymond James Financial Services Advisors
Florida
$3.35M -$982K -6,958 -23%
MCA
266
Martin Capital Advisors
Texas
$3.34M +$847 +6 +0%
JIM
267
Jensen Investment Management
Oregon
$3.32M -$452K -3,200 -12%
BCIM
268
British Columbia Investment Management
British Columbia, Canada
$3.3M +$1.25M +8,830 +61%
CWM
269
Congress Wealth Management
Massachusetts
$3.29M -$947K -6,708 -22%
Mirae Asset Global ETFs Holdings
270
Mirae Asset Global ETFs Holdings
Hong Kong
$3.28M +$3.28M +23,750 New
SIA
271
Soltis Investment Advisors
Utah
$3.27M -$1.41M -9,952 -30%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$3.23M -$115K -816 -3%
CAMV
273
Concord Asset Management (Virginia)
Virginia
$3.21M +$598K +4,236 +23%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$3.2M -$103K -728 -3%
LNWWM
275
Laird Norton Wetherby Wealth Management
California
$3.19M -$211K -1,494 -6%
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