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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
11.79%
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
+$222M
2
Millennium Management
Millennium Management
New York
+$112M
3
Morgan Stanley
Morgan Stanley
New York
+$110M
4
UBS Group
UBS Group
Switzerland
+$96.6M
5
Marshall Wace
Marshall Wace
United Kingdom
+$87.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$557M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$384M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$192M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$137M
5
HSBC Holdings
HSBC Holdings
United Kingdom
-$48.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIBU
326
Gulf International Bank (UK)
United Kingdom
$2.27M -$16.5K -89 -0.7%
Parallax Volatility Advisers
327
Parallax Volatility Advisers
California
$2.22M +$161K +869 +8%
NSIM
328
North Star Investment Management
Illinois
$2.21M – – –
FB
329
Fulton Bank
Pennsylvania
$2.21M +$84.3K +455 +4%
KA
330
Kintegral Advisory
New York
$2.19M -$102K -553 -4%
AFG
331
Albion Financial Group
Utah
$2.19M +$58.9K +318 +3%
CCIA
332
Campbell & Co Investment Adviser
Maryland
$2.18M +$1.51M +8,145 +225%
VWM
333
Venturi Wealth Management
Texas
$2.16M +$888K +4,796 +70%
CIG
334
CCM Investment Group
Minnesota
$2.13M +$2.13M +11,404 New
TFP
335
Tilia Fiduciary Partners
North Carolina
$2.09M -$55K -297 -3%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$2.08M – – –
Mariner
337
Mariner
Kansas
$2.08M +$9.07K +49 +0.4%
CA
338
Clearstead Advisors
Ohio
$2.06M -$1.85M -10,000 -47%
GAM
339
Generali Asset Management
Italy
$2.05M +$2.05M +11,083 New
Mackenzie Financial
340
Mackenzie Financial
Ontario, Canada
$2.03M +$825K +4,457 +68%
IIM
341
Ironwood Investment Management
Massachusetts
$2.02M -$9.82K -53 -0.5%
EAM
342
Eukles Asset Management
Ohio
$2M +$1.48K +8 +0.1%
KCM
343
Kerusso Capital Management
North Carolina
$1.99M +$4.63K +25 +0.2%
LB
344
Legacy Bridge
Iowa
$1.93M – – –
HFM
345
Harvest Fund Management
China
$1.92M +$1.92M +10,369 New
MJRIC
346
Mogy Joel R Investment Counsel
California
$1.89M – – –
NCM
347
Novare Capital Management
North Carolina
$1.88M +$5.19K +28 +0.3%
GIP
348
Greatmark Investment Partners
Georgia
$1.87M +$122K +660 +7%
TG
349
TCW Group
California
$1.86M -$483K -2,607 -21%
SIA
350
Strategic Investment Advisors
Michigan
$1.86M -$73.1K -395 -4%
12 13
14
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