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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 %
CPC
351
Consolidated Planning Corp
Georgia
$1.86M +$1.13M +6,110 +156%
BI
352
Berkeley Inc
Idaho
$1.85M -$1.85M -9,974 -50%
Daiwa Securities Group
353
Daiwa Securities Group
Japan
$1.83M +$37K +200 +2%
CB
354
Commerce Bank
Missouri
$1.8M -$10K -54 -0.6%
JWM
355
JGP Wealth Management
Oregon
$1.79M +$2.22K +12 +0.1%
TAF
356
Tredje AP-fonden
Sweden
$1.77M -$1.77M -9,581 -50%
SAM
357
Securian Asset Management
Minnesota
$1.77M -$83.3K -450 -4%
MC
358
Maverick Capital
Texas
$1.77M +$1.77M +9,540 New
TPW
359
Transatlantique Private Wealth
New York
$1.76M -$68.5K -370 -4%
NA
360
NewEdge Advisors
Louisiana
$1.72M -$119K -640 -6%
GLA
361
Great Lakes Advisors
Illinois
$1.7M +$1.67K +9 +0.1%
BMSSC
362
B. Metzler seel. Sohn & Co
Germany
$1.69M – – –
GCM
363
Greenland Capital Management
New York
$1.68M +$1.68M +9,085 New
QCM
364
QRG Capital Management
Illinois
$1.68M +$218K +1,177 +15%
CG
365
Caprock Group
Idaho
$1.67M +$57.4K +310 +4%
II
366
Impact Investors
California
$1.65M +$1.65M +8,922 New
STCG
367
Speece Thorson Capital Group
Minnesota
$1.65M – – –
Janney Montgomery Scott
368
Janney Montgomery Scott
Pennsylvania
$1.61M +$475K +2,567 +42%
WSFS
369
Wilmington Savings Fund Society
Delaware
$1.59M -$325K -1,754 -17%
PS
370
Pensionfund Sabic
Netherlands
$1.57M +$1.57M +8,500 New
RL
371
Retireful LLC
Michigan
$1.56M +$1.56M +8,447 New
KIA
372
Knollwood Investment Advisory
Maryland
$1.56M – – –
IC
373
IEQ Capital
California
$1.55M +$1.55M +8,366 New
RHAM
374
Round Hill Asset Management
California
$1.55M -$265K -1,430 -15%
ECM
375
ExodusPoint Capital Management
New York
$1.54M +$1.54M +8,293 New
13 14
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