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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 %
RC
601
RBF Capital
California
$370K – – –
OL
602
one8zero8 LLC
North Carolina
$370K +$370K +2,000 New
DAS
603
Diversify Advisory Services
Utah
$367K -$268K -1,363 -42%
TW
604
Trajan Wealth
Arizona
$364K -$55.2K -298 -13%
BIP
605
Blue Investment Partners
California
$364K – – –
KPWS
606
Kestra Private Wealth Services
Texas
$362K +$362K +1,956 New
HFS
607
Hantz Financial Services
Michigan
$360K -$215K -1,162 -37%
AMM
608
American Money Management
California
$360K -$60K -324 -14%
NP
609
NorthRock Partners
Minnesota
$358K -$15.9K -86 -4%
SPC
610
Sigma Planning Corp
Michigan
$357K -$1.85K -10 -0.5%
APA
611
Astoria Portfolio Advisors
New York
$353K -$3.85K -20 -1%
GWM
612
Geneos Wealth Management
Colorado
$352K – – –
RAM
613
Roanoke Asset Management
New Jersey
$352K – – –
LFG
614
Larson Financial Group
Missouri
$351K -$29.6K -160 -8%
TIA
615
Tiemann Investment Advisors
California
$349K +$23.1K +125 +7%
APG
616
Abacus Planning Group
South Carolina
$347K -$8.33K -45 -2%
HNW
617
High Note Wealth
Minnesota
$347K – – –
AAA
618
American Alpha Advisors
New York
$343K -$19.8K -107 -5%
LTAS
619
Linden Thomas Advisory Services
North Carolina
$342K +$741 +4 +0.2%
FC
620
Fulcrum Capital
Washington
$333K -$356K -1,920 -52%
SGAM
621
Smith Group Asset Management
Texas
$330K -$654K -3,530 -66%
PWM
622
Paulson Wealth Management
Illinois
$328K +$8.89K +48 +3%
FWTB
623
First Western Trust Bank
Colorado
$327K +$5K +27 +2%
AP
624
Adero Partners
California
$326K -$101K -545 -24%
IPAM
625
Investment Partners Asset Management
New Jersey
$319K -$556 -3 -0.2%
23 24
25
26 27