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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 %
JWM
526
Jeppson Wealth Management
California
$545K -$15K -81 -3%
IPW
527
Impact Partnership Wealth
Georgia
$543K -$37.2K -201 -6%
Mirae Asset Global Investments
528
Mirae Asset Global Investments
South Korea
$543K -$333K -1,789 -38%
QCG
529
Quadrant Capital Group
Ohio
$538K -$10.4K -56 -2%
PAM
530
Paradigm Asset Management
New York
$537K +$537K +2,900 New
SWP
531
Sagespring Wealth Partners
Tennessee
$537K +$537K +2,899 New
PA
532
Parallel Advisors
California
$536K -$9.45K -51 -2%
PCS
533
Private Client Services
Kentucky
$536K -$510K -2,753 -49%
Rafferty Asset Management
534
Rafferty Asset Management
New York
$534K -$15K -81 -3%
FCM
535
Fieldview Capital Management
Michigan
$534K +$534K +2,883 New
HWM
536
HB Wealth Management
Georgia
$533K +$533K +2,879 New
SI
537
Seeds Investor
New York
$530K +$67.4K +364 +15%
SW
538
SkyOak Wealth
Michigan
$530K -$38.9K -210 -7%
CP
539
Creekside Partners
California
$530K – – –
HMS
540
Hanseatic Management Services
New Mexico
$525K +$37K +200 +8%
Carson Wealth (CWM LLC)
541
Carson Wealth (CWM LLC)
Nebraska
$516K +$61.1K +330 +13%
GC
542
Guggenheim Capital
Illinois
$516K -$1.61M -8,676 -76%
BFWA
543
Benchmark Financial Wealth Advisors
Florida
$515K -$5.37K -29 -1%
OWA
544
One Wealth Advisors
California
$504K +$2.59K +14 +0.5%
CIM
545
Cambria Investment Management
California
$503K -$54.1K -292 -10%
SMA
546
Seven Mile Advisory
New Jersey
$501K -$42.4K -229 -8%
AI
547
AdvisorShares Investments
Maryland
$498K +$498K +2,690 New
PCP
548
Proficio Capital Partners
Massachusetts
$496K +$37.6K +203 +8%
AWS
549
Atria Wealth Solutions
New York
$495K +$227K +1,228 +85%
GCP
550
GSA Capital Partners
United Kingdom
$490K -$499K -2,690 -50%
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