WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
HMS
551
Hanseatic Management Services
New Mexico
$374K +$297K +1,870 +383%
NP
552
NorthRock Partners
Minnesota
$374K -$26.4K -166 -7%
IA
553
IFP Advisors
Florida
$371K +$58.8K +370 +19%
CPC
554
Consolidated Planning Corp
Georgia
$363K +$363K +2,286 New
SPC
555
Sigma Planning Corp
Michigan
$362K +$362K +2,276 New
P
556
Pitcairn
Pennsylvania
$359K +$31.1K +196 +9%
DFCM
557
Dark Forest Capital Management
Puerto Rico
$359K +$359K +2,262 New
OQS
558
Occudo Quantitative Strategies
Florida
$358K +$358K +2,258 New
PCM
559
Prelude Capital Management
New York
$358K +$358K +2,254 New
AMM
560
American Money Management
California
$357K +$1.59K +10 +0.4%
EI
561
EDMP Inc
Florida
$355K – – –
MOS
562
MGO One Seven
Ohio
$353K -$107K -674 -23%
CAM
563
Claret Asset Management
Quebec, Canada
$353K -$27.9K -176 -7%
WS
564
Wedbush Securities
California
$353K +$353K +2,222 New
GCM
565
Gallacher Capital Management
Colorado
$352K -$292K -1,836 -45%
R
566
Rebalance
California
$346K – – –
AWS
567
Atria Wealth Solutions
New York
$345K +$345K +2,174 New
LWL
568
Leo Wealth LLC
Texas
$341K -$315 -2 -0.1%
JIC
569
Joel Isaacson & Co
New York
$341K +$1.27K +8 +0.4%
SB
570
Strategic Blueprint
Georgia
$335K +$15.6K +98 +5%
APA
571
Astoria Portfolio Advisors
New York
$331K -$13.8K -96 -4%
BFWA
572
Benchmark Financial Wealth Advisors
Florida
$329K +$329K +2,070 New
LFG
573
Larson Financial Group
Missouri
$328K +$137K +862 +72%
IPAM
574
Investment Partners Asset Management
New Jersey
$324K -$35.9K -226 -10%
AAS
575
Avantax Advisory Services
Texas
$322K -$40.3K -254 -11%
21 22
23
24 25