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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 %
SCM
451
Shelton Capital Management
Colorado
$875K -$69.8K -377 -7%
GL
452
Graypoint LLC
New York
$874K +$2.96K +16 +0.3%
CT
453
Chicago Trust
Illinois
$857K +$556 +3 +0.1%
S
454
SignatureFD
Georgia
$851K -$37.8K -204 -4%
KWM
455
Kingsview Wealth Management
Oregon
$846K -$103K -555 -11%
MFF
456
Michels Family Financial
Texas
$844K +$844K +4,555 New
OFG
457
OmniStar Financial Group
North Carolina
$843K -$44.1K -238 -5%
PAS
458
PKS Advisory Services
New York
$842K +$842K +4,545 New
Envestnet Portfolio Solutions
459
Envestnet Portfolio Solutions
Illinois
$836K +$47.2K +255 +6%
MGP
460
Metis Global Partners
California
$835K -$62.8K -339 -7%
RB
461
Renasant Bank
Mississippi
$834K +$2.59K +14 +0.3%
BFA
462
Buttonwood Financial Advisors
Maryland
$832K +$185 +1 +0%
WW
463
Winnow Wealth
Texas
$824K +$824K +4,626 New
BC
464
Burney Company
Virginia
$818K -$17.6K -95 -2%
Brown Advisory
465
Brown Advisory
Maryland
$810K +$21.1K +114 +3%
Bank of Nova Scotia
466
Bank of Nova Scotia
Ontario, Canada
$807K -$347K -1,874 -30%
SCM
467
Sterling Capital Management
North Carolina
$802K +$170K +919 +27%
ASN
468
Advisory Services Network
Georgia
$780K +$643K +3,474 +471%
CFM
469
Catalyst Funds Management
Australia
$778K +$519K +2,800 +200%
CIBC Asset Management
470
CIBC Asset Management
Ontario, Canada
$774K +$90.2K +487 +13%
MA
471
McBroom & Associates
Nevada
$773K -$556 -3 -0.1%
GIA
472
GHP Investment Advisors
Colorado
$767K -$19.6K -106 -2%
PIM
473
Plato Investment Management
Australia
$767K +$131K +704 +21%
PC
474
Prairiewood Capital
North Dakota
$763K -$549K -2,964 -42%
MAM
475
MWA Asset Management
Massachusetts
$762K -$20K -108 -3%
17 18
19
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