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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 %
GPWM
551
Grant Private Wealth Management
California
$489K +$489K +2,642 New
WAM
552
Wakefield Asset Management
Colorado
$488K +$488K +2,634 New
MFAM
553
Motley Fool Asset Management
Virginia
$488K +$55K +297 +13%
GM
554
GeoWealth Management
Illinois
$486K +$225K +1,213 +86%
KWA
555
Kingswood Wealth Advisors
California
$483K +$483K +2,608 New
AAS
556
Avantax Advisory Services
Texas
$477K +$13K +70 +3%
AOWM
557
Alpha Omega Wealth Management
Virginia
$474K -$43.5K -235 -8%
AI
558
Atria Investments
North Carolina
$465K -$9.26K -50 -2%
BEI
559
Benjamin Edwards Inc
Missouri
$463K +$21.3K +115 +5%
AA
560
ALPS Advisors
Colorado
$461K – – –
CWS
561
Confluence Wealth Services
Pennsylvania
$454K -$185K -873 -29%
AO
562
Advisor OS
Illinois
$454K +$454K +2,449 New
SSC
563
Syverson Strege & Co
Iowa
$453K +$16.1K +87 +4%
QCM
564
Qsemble Capital Management
New York
$449K +$449K +2,422 New
CB
565
Centennial Bank
Arkansas
$447K -$17.4K -94 -4%
CIP
566
Convergence Investment Partners
Florida
$445K +$445K +2,404 New
UM
567
UniSuper Management
Australia
$444K -$691K -3,730 -61%
AG
568
Ascent Group
Virginia
$442K -$10.4K -56 -2%
PGAM
569
Princeton Global Asset Management
New Jersey
$438K +$426K +2,300 +3,594%
Northwestern Mutual Wealth Management
570
Northwestern Mutual Wealth Management
Wisconsin
$430K +$20K +108 +5%
FFA
571
Farther Finance Advisors
California
$429K -$108K -584 -20%
AIC
572
Archer Investment Corporation
Indiana
$429K -$55.6K -300 -11%
BAAM
573
Baker Avenue Asset Management
California
$425K +$35K +189 +9%
FFM
574
Forum Financial Management
Illinois
$424K +$2.41K +13 +0.6%
SI
575
Saxon Interests
Texas
$423K -$48.9K -264 -10%
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