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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 %
Luther King Capital Management (LKCM)
576
Luther King Capital Management (LKCM)
Texas
$421K +$26.5K +143 +7%
PCIA
577
Prime Capital Investment Advisors
Kansas
$420K +$5K +27 +1%
MEAC
578
M.E. Allison & Co
Texas
$418K +$418K +2,257 New
KA
579
Klingman & Associates
New York
$416K -$16.9K -91 -4%
SWP
580
Stratos Wealth Partners
Ohio
$416K +$416K +2,244 New
AWM
581
AE Wealth Management
Kansas
$406K +$38.1K +206 +10%
CP
582
Canopy Partners
Ohio
$406K – – –
PT
583
Plimoth Trust
Massachusetts
$406K -$17.6K -95 -4%
R
584
Rebalance
California
$404K – – –
WPC
585
Wedmont Private Capital
Pennsylvania
$403K +$403K +2,047 New
CIBC World Market
586
CIBC World Market
Ontario, Canada
$402K +$402K +2,170 New
KB
587
Kimelman & Baird
New York
$397K – – –
SA
588
Sovran Advisors
California
$395K +$395K +2,049 New
PTC
589
Private Trust Company
Ohio
$393K +$29.8K +161 +8%
NICM
590
Neo Ivy Capital Management
New York
$389K +$389K +2,106 New
BFG
591
Bleakley Financial Group
New Jersey
$387K -$39.3K -212 -9%
DWA
592
Dorsey Wright & Associates
California
$383K -$2.78K -15 -0.7%
OIA
593
OneDigital Investment Advisors
Kansas
$381K -$761K -4,108 -67%
WB
594
WesBanco Bank
West Virginia
$378K +$378K +2,040 New
HCA
595
Hyperion Capital Advisors
New York
$374K – – –
WA
596
Whipplewood Advisors
Colorado
$372K +$372K +2,007 New
CCG
597
Catalina Capital Group
California
$371K -$1.3K -7 -0.3%
GWP
598
Gateway Wealth Partners
Wisconsin
$370K – – –
ITIM
599
Indiana Trust & Investment Management
Indiana
$370K – – –
SC
600
Sapient Capital
Indiana
$370K – – –
22 23
24
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