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Williams-Sonoma
WSM

821 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 87

2% more funds holding

Funds holding: 808 → 821 (+13)

0.01% less ownership

Funds ownership: 194.01% → 194% (-0.01%)

11% less capital invested

Capital invested by funds: $19.7B → $17.4B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 318

28% less call options, than puts

Call options by funds: $288M | Put options by funds: $401M

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
821
Holders Change
+13
Holders Change %
+1.61%
% of All Funds
11.86%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
112
Increased
278
Reduced
318
Closed
87
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$264M
2
Renaissance Technologies
Renaissance Technologies
New York
+$96.4M
3
Amundi
Amundi
France
+$85.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$69.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$68M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$389M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$119M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$91.6M
5
Goldman Sachs
Goldman Sachs
New York
-$46M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
276
Concord Asset Management (Virginia)
Virginia
$3.21M +$631K +4,236 +23%
Mercer Global Advisors
277
Mercer Global Advisors
Colorado
$3.2M -$109K -728 -3%
LNWWM
278
Laird Norton Wetherby Wealth Management
California
$3.19M -$223K -1,494 -6%
CWP
279
Concord Wealth Partners
Virginia
$3.18M +$591K +3,966 +21%
XT
280
XTX Topco
Cayman Islands
$3.08M +$3.25M +21,786 New
TCM
281
Twin Capital Management
Pennsylvania
$3.07M +$124K +832 +4%
RWA
282
Roberts Wealth Advisors
California
$3.03M +$3.21M +21,550 +102%
QCM
283
Quantinno Capital Management
New York
$3.02M +$990K +6,642 +45%
PHK
284
Point72 Hong Kong
Hong Kong
$3.02M +$3.19M +21,374 New
CA
285
Clearstead Advisors
Ohio
$2.99M +$3.14M +21,062 +14,426%
LFAS
286
Level Four Advisory Services
Texas
$2.98M -$1.15M -7,684 -27%
BCV
287
Banque Cantonale Vaudoise
Switzerland
$2.97M +$2.96M +19,828 +1,607%
LA
288
LBP AM
France
$2.96M +$3.13M +20,978 New
URS
289
Utah Retirement Systems
Utah
$2.95M -$166K -1,116 -5%
SCM
290
Stonebridge Capital Management
California
$2.94M +$3.09M +20,720 +99%
TRCT
291
Tower Research Capital (TRC)
New York
$2.92M +$2.11M +14,162 +218%
TAM
292
Tocqueville Asset Management
New York
$2.88M -$340K -2,284 -10%
AAM
293
Advisors Asset Management
Colorado
$2.83M -$272K -1,824 -8%
Stifel Financial
294
Stifel Financial
Missouri
$2.83M -$17K -114 -0.6%
DnB Asset Management
295
DnB Asset Management
Norway
$2.78M +$103K +688 +4%
Connor, Clark & Lunn Investment Management (CC&L)
296
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.76M -$33.1K -222 -1%
VCM
297
Vision Capital Management
Oregon
$2.72M -$172K -1,152 -6%
OAC
298
OMERS Administration Corp
Ontario, Canada
$2.72M +$2.87M +19,244 New
TAF
299
Tredje AP-fonden
Sweden
$2.71M -$1.6M -10,722 -36%
SSWM
300
Sheets Smith Wealth Management
North Carolina
$2.65M -$820K -5,500 -23%
10 11
12
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WSM Hedge Fund Activity: Q2 2024 in Review

821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2024, worth a combined $17.4B — down 11% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WSM positions and 87 closed out — a net gain of 25 holders — while 278 added to existing stakes and 318 trimmed.

The largest buyer was BlackRock, adding an estimated $264M. The largest seller was Capital Research Global Investors, cutting an estimated $567M.

  • 821 institutional investors held Williams-Sonoma (WSM) as of Q2 2024, up from 808 in Q1 2024.
  • Funds reported $17.4B of Williams-Sonoma stock for Q2 2024, down 11% quarter-over-quarter.
  • 112 funds opened new Williams-Sonoma positions in Q2 2024 and 87 closed out, a net change of +25 holders.
  • The largest Williams-Sonoma buyer in Q2 2024 was BlackRock, an estimated $264M added.
  • The largest Williams-Sonoma seller in Q2 2024 was Capital Research Global Investors, an estimated $567M sold.

Based on aggregated 13F filings for Q2 2024.