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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 %
SI
551
Seeds Investor
New York
$387K +$40.6K +262 +12%
WAM
552
Weiss Asset Management
Massachusetts
$387K +$387K +2,495 New
PWS
553
Precision Wealth Strategies
Missouri
$386K +$23.2K +150 +6%
SAM
554
Smithbridge Asset Management
Pennsylvania
$386K -$3.1K -20 -0.8%
AA
555
ALPS Advisors
Colorado
$386K -$11.9M -76,674 -97%
PCP
556
Proficio Capital Partners
Massachusetts
$383K -$23.4K -151 -6%
Carson Wealth (CWM LLC)
557
Carson Wealth (CWM LLC)
Nebraska
$381K +$13.8K +89 +4%
AG
558
Ascent Group
Virginia
$378K -$175K -1,127 -32%
CM
559
Crestline Management
Texas
$373K +$373K +2,405 New
BTI
560
Blue Trust Inc
Georgia
$373K +$58.5K +207 +19%
CG
561
Cynosure Group
Utah
$372K +$372K +2,403 New
BEI
562
Benjamin Edwards Inc
Missouri
$369K +$369K +2,385 New
SSC
563
Syverson Strege & Co
Iowa
$366K -$16K -103 -4%
KA
564
Klingman & Associates
New York
$362K -$16.9K -109 -4%
GAG
565
Goodman Advisory Group
Massachusetts
$361K -$290K -1,872 -45%
EAM
566
Empirical Asset Management
Massachusetts
$360K +$75.1K +485 +26%
AP
567
Adero Partners
California
$357K +$96.5K +623 +37%
BFG
568
Bleakley Financial Group
New Jersey
$357K +$37.5K +242 +12%
CC
569
Centiva Capital
New York
$354K -$1.66M -10,714 -82%
PT
570
Plimoth Trust
Massachusetts
$354K -$42.6K -275 -11%
FFM
571
Forum Financial Management
Illinois
$353K -$33K -213 -9%
MFAM
572
Motley Fool Asset Management
Virginia
$353K -$10.7K -71 -3%
AMM
573
American Money Management
California
$351K +$1.24K +8 +0.4%
TW
574
Trajan Wealth
Arizona
$350K -$50.2K -324 -13%
PCIA
575
Prime Capital Investment Advisors
Kansas
$347K -$10.2K -66 -3%
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