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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
526
Quadrant Capital Group
Ohio
$459K +$4.03K +26 +0.9%
PA
527
Parallel Advisors
California
$456K +$15K +97 +3%
SMA
528
Seven Mile Advisory
New Jersey
$454K +$5.11K +33 +1%
DWM
529
Diversify Wealth Management
Utah
$454K -$340K -2,457 -43%
DAS
530
Diversify Advisory Services
Utah
$451K -$429K -3,064 -49%
FFA
531
Farther Finance Advisors
California
$449K +$253K +1,636 +129%
BWM
532
Brophy Wealth Management
New Hampshire
$446K +$446K +2,879 New
CP
533
Creekside Partners
California
$443K – – –
SG Americas Securities
534
SG Americas Securities
New York
$442K +$50.7K +327 +13%
MOS
535
MGO One Seven
Ohio
$442K +$1.08K +7 +0.2%
BFWA
536
Benchmark Financial Wealth Advisors
Florida
$436K +$46.5K +300 +12%
AOWM
537
Alpha Omega Wealth Management
Virginia
$433K -$27.1K -175 -6%
PWG
538
Portside Wealth Group
Utah
$421K +$73.7K +476 +21%
OWA
539
One Wealth Advisors
California
$419K -$420K -2,713 -50%
TPI
540
Trust Point Inc
Wisconsin
$419K +$31.4K +203 +8%
EP
541
Edgestream Partners
New Jersey
$415K -$732K -4,723 -64%
HMS
542
Hanseatic Management Services
New Mexico
$409K +$43.5K +281 +12%
LCM
543
Laurion Capital Management
New York
$409K +$409K +2,637 New
BRIA
544
Balanced Rock Investment Advisors
Massachusetts
$406K -$24.3K -157 -6%
AIC
545
Archer Investment Corporation
Indiana
$405K +$312K +2,015 +336%
JGC
546
J. Goldman & Co
New York
$404K +$404K +2,611 New
AI
547
Atria Investments
North Carolina
$397K +$163K +1,050 +70%
SI
548
Saxon Interests
Texas
$394K -$310 -2 -0.1%
CB
549
Centennial Bank
Arkansas
$389K – – –
AAS
550
Avantax Advisory Services
Texas
$388K +$15.6K +101 +4%
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