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Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
626
Silverlake Wealth Management
Vermont
$250K -$28.5K -184 -10%
WS
627
Wedbush Securities
California
$250K – – –
BCG
628
BayBridge Capital Group
California
$248K – – –
EWA
629
EP Wealth Advisors
California
$241K -$27K -174 -10%
PK
630
Pflug Koory
Nebraska
$240K +$240K +1,552 New
EPWM
631
Essex Private Wealth Management
Massachusetts
$239K +$239K +1,544 New
PWP
632
Phillips Wealth Planners
Mississippi
$237K -$234K -1,549 -50%
CAM
633
Covenant Asset Management
New Jersey
$234K – – –
QFA
634
Quantum Financial Advisors
California
$234K – – –
FIB
635
First Interstate Bank
Montana
$232K – – –
TIAA Trust, National Association
636
TIAA Trust, National Association
North Carolina
$232K +$232K +1,500 New
LSAG
637
Lake Street Advisors Group
New Hampshire
$232K -$930 -6 -0.4%
CWM
638
Cahaba Wealth Management
Georgia
$231K – – –
SB
639
Strategic Blueprint
Georgia
$225K -$85.8K -554 -28%
AWS
640
Atria Wealth Solutions
New York
$224K -$54.1K -349 -19%
PB
641
Pinnacle Bancorp
Nebraska
$223K – – –
KI
642
Kapitalo Investimentos
Brazil
$223K -$49.4K -319 -18%
AFG
643
Atomi Financial Group
New York
$222K -$29.7K -192 -12%
HIS
644
Horizon Investment Services
Indiana
$222K – – –
MYLI
645
Meiji Yasuda Life Insurance
Japan
$221K +$221K +1,428 New
CBTWT
646
Community Bank & Trust (Waco, Texas)
Texas
$220K -$7.75K -50 -3%
GM
647
GeoWealth Management
Illinois
$219K +$219K +1,412 New
SCM
648
Sheridan Capital Management
California
$219K +$219K +1,411 New
SAI
649
Savvy Advisors Inc
New York
$218K +$218K +1,407 New
IFWM
650
Institute for Wealth Management
Colorado
$218K -$8.99K -58 -4%
24 25
26
27 28