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 %
CL
601
Choreo LLC
Illinois
$273K +$273K +1,724 New
AT
602
Arden Trust
Delaware
$273K +$273K +1,722 New
PWM
603
Paulson Wealth Management
Illinois
$272K +$272K +1,716 New
EFG
604
Ehrlich Financial Group
California
$272K +$272K +1,714 New
BSB
605
Bangor Savings Bank
Maine
$269K -$1.59K -10 -0.6%
NVCHI
606
New Vernon Capital Holdings II
New Jersey
$266K -$1.09M -6,890 -80%
RFC
607
Regions Financial Corp
Alabama
$266K +$266K +1,676 New
FIM
608
Freedom Investment Management
Connecticut
$264K +$264K +1,664 New
LTAS
609
Linden Thomas Advisory Services
North Carolina
$264K -$133K -840 -34%
Fifth Third Bancorp
610
Fifth Third Bancorp
Ohio
$263K +$84.8K +534 +48%
KI
611
Kapitalo Investimentos
Brazil
$262K -$273K -1,720 -51%
PTC
612
Private Trust Company
Ohio
$262K +$22.9K +144 +10%
AP
613
Adero Partners
California
$259K +$259K +1,632 New
PK
614
Pflug Koory
Nebraska
$258K – – –
CGL
615
Clarius Group LLC
Washington
$258K +$258K +1,622 New
CAM
616
Crestone Asset Management
Colorado
$253K +$253K +1,596 New
EAM
617
Empirical Asset Management
Massachusetts
$253K +$253K +1,590 New
ACP
618
Aviance Capital Partners
Florida
$251K -$1.72M -10,812 -87%
IFWM
619
Institute for Wealth Management
Colorado
$250K -$284K -1,790 -53%
IC
620
IEQ Capital
California
$250K +$250K +1,572 New
ACA
621
Aptus Capital Advisors
Alabama
$249K +$249K +1,568 New
SWM
622
Spire Wealth Management
Virginia
$247K -$42.9K -270 -15%
AC
623
Abbrea Capital
California
$246K +$246K +1,550 New
KWA
624
Kingswood Wealth Advisors
California
$245K +$245K +1,544 New
IPW
625
Impact Partnership Wealth
Georgia
$245K +$63.6K +400 +35%
23 24
25
26 27