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Williams-Sonoma
WSM

Overview Fund Activity

886 hedge funds and large institutions have $21.7B invested in Williams-Sonoma in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 233 increasing their positions, 371 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+67
Holders Change %
+8.18%
% of All Funds
11.8%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
157
Increased
233
Reduced
371
Closed
75
Calls
$356M
Puts
$476M
Net Calls
-$120M
Net Calls Change
-$60.7M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$288M
2
Millennium Management
Millennium Management
New York
$113M
3
Morgan Stanley
Morgan Stanley
New York
$332M
4
UBS Group
UBS Group
Switzerland
$137M
5
Marshall Wace
Marshall Wace
United Kingdom
$87.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.92M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$216K
4
Capital Research Global Investors
Capital Research Global Investors
California
$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFA
251
Abacus FCF Advisors
Florida
$4.44M +$1.4M +7,564 +46%
LAM
252
L2 Asset Management
Massachusetts
$4.39M +$836K +4,514 +24%
Lazard Asset Management
253
Lazard Asset Management
New York
$4.39M +$2.8M +15,150 +177%
CWM
254
Centric Wealth Management
Illinois
$4.35M -$45.7K -247 -1%
LAM
255
Lakewood Asset Management
Illinois
$4.33M -$28K -151 -0.6%
II
256
IFM Investors
Australia
$4.27M -$284K -1,532 -6%
Wolverine Trading
257
Wolverine Trading
Illinois
$4.19M +$3.41M +18,310 +440%
DnB Asset Management
258
DnB Asset Management
Norway
$4.17M +$118K +636 +3%
HWAM
259
Hennion & Walsh Asset Management
New Jersey
$4.16M +$226K +1,223 +6%
TD Asset Management
260
TD Asset Management
Ontario, Canada
$4.16M +$541K +2,924 +15%
TCM
261
Twin Capital Management
Pennsylvania
$4.12M +$150K +811 +4%
Natixis Advisors
262
Natixis Advisors
Massachusetts
$4.12M +$361K +1,948 +10%
BCM
263
Bayesian Capital Management
New York
$4.07M +$4.07M +22,000 New
CWM
264
Congress Wealth Management
Massachusetts
$4.06M -$399K -2,156 -9%
TF
265
Trek Financial
Arizona
$4.05M +$4.05M +21,853 New
IIL
266
Insight Inv LLC
California
$4.03M -$14.8K -80 -0.4%
LWP
267
LeClair Wealth Partners
Ohio
$4M +$4M +21,594 New
Los Angeles Capital Management
268
Los Angeles Capital Management
California
$3.96M +$3.15M +17,034 +392%
LNWWM
269
Laird Norton Wetherby Wealth Management
California
$3.95M -$121K -653 -3%
URS
270
Utah Retirement Systems
Utah
$3.84M -$37K -200 -1%
SCM
271
Stonebridge Capital Management
California
$3.82M -$37K -200 -1%
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
$3.81M -$212K -1,145 -5%
AAM
273
Advisors Asset Management
Colorado
$3.77M -$26.3K -142 -0.7%
Stifel Financial
274
Stifel Financial
Missouri
$3.76M +$140K +758 +4%
CAMG
275
CWA Asset Management Group
Florida
$3.76M +$861K +4,651 +30%
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