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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 %
CB
426
Cadence Bank
Mississippi
$1.05M -$17.4K -94 -2%
RCA
427
Roberts Capital Advisors
Colorado
$1.04M – – –
ACM
428
Aster Capital Management
United Arab Emirates
$1.02M +$1.02M +5,526 New
ACP
429
Argyle Capital Partners
California
$1.02M +$1.02M +5,524 New
BP
430
Ballentine Partners
Massachusetts
$1.02M +$27.2K +147 +3%
VA
431
Vident Advisory
Georgia
$1.02M -$162K -874 -14%
PRP
432
Peak Retirement Planning
Ohio
$1.01M +$1.01M +5,454 New
DWM
433
Diversify Wealth Management
Utah
$1.01M +$362K +1,838 +56%
Fidelity International
434
Fidelity International
Bermuda
$983K +$393K +2,120 +67%
Vontobel Holding
435
Vontobel Holding
Switzerland
$953K -$322K -1,740 -25%
AWAU
436
Alliance Wealth Advisors (Utah)
Utah
$952K -$86.1K -465 -8%
EFM
437
E Fund Management
China
$944K – – –
MWM
438
Modern Wealth Management
Kansas
$940K -$10.9K -59 -1%
ALC
439
Alexander Labrunerie & Co
Missouri
$938K -$4.63K -25 -0.5%
PP
440
Patten & Patten
Tennessee
$933K – – –
TAM
441
Taurus Asset Management
New York
$926K – – –
JFG
442
Jefferies Financial Group
New York
$926K +$179K +968 +24%
FTWA
443
Fifth Third Wealth Advisors
Ohio
$916K -$13.5K -73 -1%
FCBT
444
First Citizens Bank & Trust
North Carolina
$916K +$57.8K +312 +7%
DADC
445
D.A. Davidson & Co
Montana
$906K -$140K -758 -13%
Focus Partners Wealth
446
Focus Partners Wealth
Massachusetts
$897K +$518K +2,799 +137%
ATPW
447
Ashton Thomas Private Wealth
Arizona
$893K +$893K +4,820 New
PFS
448
Prospera Financial Services
Texas
$892K +$3.52K +19 +0.4%
EGM
449
Engineers Gate Manager
New York
$886K +$886K +4,787 New
ECM
450
Evergreen Capital Management
Washington
$877K +$281K +1,518 +47%
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