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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 %
RCA
501
Resonant Capital Advisors
Wisconsin
$643K +$10.4K +56 +2%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$623K -$195K -1,051 -24%
AWM
503
Absher Wealth Management
North Carolina
$620K +$7.96K +43 +1%
CCA
504
Checchi Capital Advisers
California
$606K – – –
PI
505
PFG Investments
New York
$604K +$6.11K +33 +1%
CL
506
Choreo LLC
Illinois
$597K -$177K -953 -23%
IP
507
Ignite Planners
California
$596K – – –
KIM
508
Kestra Investment Management
Texas
$590K -$35.9K -194 -6%
BC
509
Bridgefront Capital
Texas
$589K +$589K +3,180 New
Balyasny Asset Management
510
Balyasny Asset Management
Illinois
$588K +$588K +3,174 New
NGA
511
Naples Global Advisors
Florida
$585K – – –
MIA
512
MainStreet Investment Advisors
Illinois
$583K -$177K -958 -23%
CI Investments Inc
513
CI Investments Inc
Ontario, Canada
$580K -$150K -811 -21%
PA
514
Profund Advisors
Maryland
$579K -$107K -578 -16%
SC
515
Scotia Capital
Ontario, Canada
$573K -$9.26K -50 -2%
AFCM
516
Applied Finance Capital Management
Puerto Rico
$573K – – –
Lido Advisors
517
Lido Advisors
California
$570K -$13.5K -73 -2%
EWM
518
Empirical Wealth Management
Washington
$570K -$34.4K -186 -6%
IP
519
Isthmus Partners
Wisconsin
$569K -$67.6K -365 -11%
FFA
520
Florida Financial Advisors
Florida
$563K -$30.9K -167 -5%
MOS
521
MGO One Seven
Ohio
$559K +$30.9K +167 +6%
1C
522
111 Capital
France
$557K +$557K +3,006 New
CBUSF
523
Construction & Building Unions Superannuation Fund
Australia
$556K +$556K +3,000 New
BBHC
524
Brown Brothers Harriman & Co
New York
$553K – – –
IA
525
IFP Advisors
Florida
$545K -$21.9K -118 -4%
19 20
21
22 23