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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 %
B
476
Bailard
California
$758K +$12.2K +66 +2%
RTC
477
Real Talk Capital
Tennessee
$754K – – –
NAMP
478
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$741K – – –
TPI
479
Trust Point Inc
Wisconsin
$735K +$234K +1,262 +47%
AIP
480
Arrowpoint Investment Partners
Singapore
$734K +$734K +3,962 New
PWG
481
Portside Wealth Group
Utah
$732K +$229K +1,237 +46%
LA
482
Lindenwold Advisors
Pennsylvania
$727K -$36.7K -198 -5%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$723K +$411K +2,222 +132%
KAS
484
Kestra Advisory Services
Texas
$723K -$104K -559 -13%
CFAM
485
Center For Asset Management
Florida
$720K -$12.6K -68 -2%
DCM
486
DGS Capital Management
New Jersey
$712K -$7.78K -42 -1%
ANTB
487
AMG National Trust Bank
Colorado
$704K – – –
KeyBank National Association
488
KeyBank National Association
Ohio
$686K +$37K +200 +6%
JF
489
Jump Financial
Illinois
$684K -$809K -4,367 -54%
AC
490
Allstate Corporation
Illinois
$682K +$682K +3,683 New
BBVA
491
Banco Bilbao Vizcaya Argentaria
Spain
$678K -$38.4K -207 -5%
AWM
492
Aries Wealth Management
Maine
$678K – – –
TSS
493
Two Sigma Securities
New York
$668K +$343K +1,853 +106%
VDI
494
Vaughan David Investments
Illinois
$667K – – –
RA
495
RFG Advisory
Alabama
$665K -$299K -1,617 -31%
CTC
496
Central Trust Company
Missouri
$665K -$185 -1 -0%
MYIA
497
Mount Yale Investment Advisors
Colorado
$659K -$10.2K -55 -2%
EF
498
Empirical Finance
Pennsylvania
$655K -$479K -2,589 -42%
WDA
499
Wendell David Associates
New Hampshire
$648K -$37K -200 -5%
ECM
500
Everence Capital Management
Indiana
$648K +$648K +3,500 New
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