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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 %
MA
626
MONECO Advisors
Connecticut
$243K +$243K +1,530 New
FP
627
Foundry Partners
Minnesota
$242K +$242K +1,526 New
TA
628
TFB Advisors
Kansas
$241K +$241K +1,698 New
LIM
629
Leavell Investment Management
Alabama
$240K +$240K +1,512 New
CAM
630
Covenant Asset Management
New Jersey
$240K +$240K +1,510 New
QFA
631
Quantum Financial Advisors
California
$239K +$239K +1,508 New
LSAG
632
Lake Street Advisors Group
New Hampshire
$239K +$239K +1,504 New
FIB
633
First Interstate Bank
Montana
$238K +$238K +1,500 New
GM
634
GeoWealth Management
Illinois
$237K +$237K +1,494 New
BSW
635
Buckingham Strategic Wealth
Missouri
$237K -$97.1K -612 -29%
HFM
636
Harvest Fund Management
China
$237K +$153K +964 +183%
FWCM
637
Ferguson Wellman Capital Management
Oregon
$234K +$234K +1,476 New
CG
638
Caprock Group
Idaho
$234K +$234K +1,476 New
CBTWT
639
Community Bank & Trust (Waco, Texas)
Texas
$233K +$233K +1,470 New
ASN
640
Advisory Services Network
Georgia
$232K -$15.6K -98 -6%
FWTB
641
First Western Trust Bank
Colorado
$229K +$229K +1,444 New
PB
642
Pinnacle Bancorp
Nebraska
$229K – – –
OWA
643
One Wealth Advisors
California
$228K +$228K +1,438 New
HIS
644
Horizon Investment Services
Indiana
$228K +$228K +1,434 New
HA
645
Harfst & Associates
Wyoming
$226K +$226K +1,424 New
DCM
646
DGS Capital Management
New Jersey
$225K +$225K +1,418 New
BCG
647
BayBridge Capital Group
California
$224K +$224K +1,602 New
SCM
648
Sheridan Capital Management
California
$224K +$224K +1,412 New
CAM
649
Clark Asset Management
New Hampshire
$223K +$223K +1,406 New
MIM
650
Moseley Investment Management
Florida
$223K +$223K +1,404 New
24 25
26
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