WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$969M
2
Holocene Advisors
Holocene Advisors
New York
$56.5M
3
Jane Street
Jane Street
New York
$29.6M
4
CCM
Candlestick Capital Management
Connecticut
$18.8M
5
MWM
Modera Wealth Management
New Jersey
$14.5M

Top Sellers

1
CAM
Congress Asset Management
Massachusetts
$59.4M
2
Baird Financial Group
Baird Financial Group
Wisconsin
$659K
3
Millennium Management
Millennium Management
New York
$17.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$10.8M
5
Goldman Sachs
Goldman Sachs
New York
$26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
501
Capital Advisors Ltd
Ohio
$51K +$39.3K +628 +334%
GRP
502
Global Retirement Partners
California
$48.7K +$3.38K +54 +7%
BFEC
503
Benjamin F. Edwards & Company
Missouri
$47K -$284K -4,552 -86%
HNB
504
Huntington National Bank
Ohio
$41.4K -$48.1K -768 -54%
SWM
505
Spire Wealth Management
Virginia
$41.2K -$250 -4 -0.6%
QL
506
Quarry LP
New York
$38.4K +$3.75K +60 +11%
AWA
507
Artemis Wealth Advisors
New York
$38.2K +$38.2K +610 New
HIA
508
Harbor Investment Advisory
Maryland
$37.3K – – –
BCWM
509
Bartlett & Co Wealth Management
Ohio
$36.2K – – –
BC
510
Bartlett & Co
Ohio
$36K – – –
PMFA
511
Plante Moran Financial Advisors
Michigan
$35.5K – – –
DWMG
512
DB Wealth Management Group
California
$34.4K – – –
AIM
513
Anchor Investment Management
South Carolina
$33.2K -$77K -1,230 -70%
IA
514
IFP Advisors
Florida
$30K +$5.76K +92 +24%
QC
515
Quent Capital
New York
$29.3K +$875 +14 +3%
BTI
516
Blue Trust Inc
Georgia
$28K -$76.9K -1,274 -73%
UB
517
UMB Bank
Missouri
$26.4K – – –
BWL
518
Bogart Wealth LLC
Virginia
$25K +$25K +400 New
FRA
519
Front Row Advisors
California
$23K – – –
LC
520
Lindbrook Capital
California
$21.3K +$4.01K +64 +23%
C
521
Covestor
United Kingdom
$21K +$6.84K +112 +48%
DGAM
522
Desjardins Global Asset Management
Quebec, Canada
$19.3K +$375 +6 +2%
WTC
523
WhitTier Trust Company
Nevada
$17.4K – – –
AF
524
Allworth Financial
California
$14.8K -$33.5K -534 -69%
NFSG
525
Newbridge Financial Services Group
Florida
$14.4K +$11.2K +180 +360%
19 20
21
22 23