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 %
Bessemer Group
526
Bessemer Group
New Jersey
$14K +$6.69K +106 +91%
MHR
527
Matthew Hamilton Rosenberg
$13.6K – – –
AP
528
Advisors Preferred
Maryland
$13K -$2.16K -34 -14%
HPC
529
HM Payson & Co
Maine
$12.5K – – –
NIC
530
Northwest Investment Counselors
Oregon
$12.5K – – –
SN
531
Sittner & Nelson
Oregon
$12.5K – – –
BIA
532
Bell Investment Advisors
California
$12.4K +$1.13K +18 +10%
CSWM
533
Cassady Schiller Wealth Management
Ohio
$10.4K – – –
Loomis, Sayles & Company
534
Loomis, Sayles & Company
Massachusetts
$10K -$27.9K -458 -74%
ST
535
Smithfield Trust
Pennsylvania
$10K – – –
FFA
536
Farther Finance Advisors
California
$9.89K +$3.5K +56 +55%
RTL
537
Red Tortoise LLC
Georgia
$9.01K – – –
FDCC
538
Foster Dykema Cabot & Co
Massachusetts
$8K +$8K +122 New
GWS
539
Glassman Wealth Services
Virginia
$7.01K +$876 +14 +14%
CSB
540
City State Bank
Iowa
$7K +$7K +110 New
SSB
541
Sandy Spring Bank
Maryland
$6.12K – – –
ADL
542
Asset Dedication LLC
California
$6K +$6K +100 New
MCM
543
Manchester Capital Management
Vermont
$5.38K +$1.63K +26 +43%
WIM
544
Westside Investment Management
California
$5.26K – – –
EARNEST Partners
545
EARNEST Partners
Georgia
$5.13K – – –
JWA
546
JFS Wealth Advisors
Pennsylvania
$5.01K – – –
AAP
547
Arax Advisory Partners
Colorado
$4.76K +$4.13K +66 +660%
MFC
548
Mechanics Financial Corp
Ohio
$4.38K – – –
PGAM
549
Princeton Global Asset Management
New Jersey
$4K – – –
WAS
550
Winch Advisory Services
Wisconsin
$4K -$114 -2 -3%
20 21
22
23 24