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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 %
TW
301
Transform Wealth
Colorado
$2.68M +$82.6K +446 +3%
SOADOR
302
State of Alaska Department of Revenue
Alaska
$2.67M -$1.69M -9,150 -39%
National Bank of Canada
303
National Bank of Canada
Quebec, Canada
$2.62M -$51.5K -278 -2%
SDAM
304
Shulman DeMeo Asset Management
New York
$2.6M -$42.4K -229 -2%
CIC
305
Chase Investment Counsel
Virginia
$2.59M +$370K +2,000 +17%
SFS
306
Stiles Financial Services
Minnesota
$2.57M -$204K -1,099 -7%
VIM
307
Vinva Investment Management
Australia
$2.57M +$2.57M +13,756 New
VFM
308
Vision Financial Markets
Connecticut
$2.56M +$2.56M +13,800 New
PWP
309
Precedent Wealth Partners
Texas
$2.55M +$21.1K +114 +0.8%
PCM
310
Penserra Capital Management
California
$2.53M +$585K +3,160 +30%
1IA
311
1834 Investment Advisors
Wisconsin
$2.49M -$399K -2,155 -14%
Macquarie Group
312
Macquarie Group
Australia
$2.47M +$413K +2,230 +20%
DC
313
Davenport & Co
Virginia
$2.47M +$271K +1,463 +12%
Cetera Investment Advisers
314
Cetera Investment Advisers
Illinois
$2.45M +$188K +1,014 +8%
EMPI
315
Elo Mutual Pension Insurance
Finland
$2.44M +$330K +1,780 +16%
WHG
316
Westwood Holdings Group
Texas
$2.42M – – –
OAC
317
OMERS Administration Corp
Ontario, Canada
$2.37M -$828K -4,472 -26%
Public Employees Retirement Association of Colorado
318
Public Employees Retirement Association of Colorado
Colorado
$2.36M – – –
LOAMS
319
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.35M -$340K -1,835 -13%
SAM
320
Shell Asset Management
Netherlands
$2.35M -$6.48K -35 -0.3%
FAM
321
Formidable Asset Management
Ohio
$2.34M -$200K -1,078 -8%
FM
322
Foster & Motley
Ohio
$2.34M -$42.2K -228 -2%
HAIM
323
Hunter Associates Investment Management
Pennsylvania
$2.32M -$437K -2,356 -16%
GG
324
Gleason Group
Kentucky
$2.32M -$1.03M -5,570 -31%
1832 Asset Management
325
1832 Asset Management
Ontario, Canada
$2.29M -$1.07M -5,767 -32%
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