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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFS
551
Kaizen Financial Strategies
California
$401K +$171K +2,290 +74%
FFA
552
Florida Financial Advisors
Florida
$399K +$117K +980 +41%
BRIA
553
Balanced Rock Investment Advisors
Massachusetts
$392K -$2.54K -18 -0.6%
VA
554
Verdad Advisers
Massachusetts
$391K +$391K +2,772 New
QCM
555
Qsemble Capital Management
New York
$390K +$390K +2,764 New
DWM
556
Diversify Wealth Management
Utah
$386K +$386K +5,738 New
OWA
557
One Wealth Advisors
California
$384K +$282K +3,982 +277%
PCP
558
Proficio Capital Partners
Massachusetts
$371K -$2.26K -16 -0.6%
MIA
559
MainStreet Investment Advisors
Illinois
$370K +$16.2K +230 +5%
TW
560
Trajan Wealth
Arizona
$365K -$37.8K -268 -9%
PT
561
Plimoth Trust
Massachusetts
$361K -$1.41K -10 -0.4%
SI
562
Saxon Interests
Texas
$360K -$9.88K -70 -3%
SG Americas Securities
563
SG Americas Securities
New York
$357K -$878K -6,214 -71%
YCG
564
Yeomans Consulting Group
Georgia
$357K +$357K +2,528 New
SAM
565
Smithbridge Asset Management
Pennsylvania
$355K +$1.7K +12 +0.5%
BFWA
566
Benchmark Financial Wealth Advisors
Florida
$355K +$62.4K +442 +21%
SWP
567
Stratos Wealth Partners
Ohio
$354K -$377K -2,672 -52%
CB
568
Centennial Bank
Arkansas
$354K – – –
TPI
569
Trust Point Inc
Wisconsin
$354K -$32.5K -230 -8%
IA
570
IFP Advisors
Florida
$353K +$24K +170 +7%
FFM
571
Forum Financial Management
Illinois
$352K +$1.69K +12 +0.5%
SSC
572
Syverson Strege & Co
Iowa
$348K +$1.41K +10 +0.4%
KA
573
Klingman & Associates
New York
$345K -$8.75K -62 -2%
KCM
574
Kathmere Capital Management
Pennsylvania
$340K +$340K +2,406 New
AAS
575
Avantax Advisory Services
Texas
$339K +$53.4K +378 +19%
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