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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 %
CG
626
Cynosure Group
Utah
$307K -$138K -743 -31%
ACA
627
Aptus Capital Advisors
Alabama
$306K -$12.6K -68 -4%
EI
628
EDMP Inc
Florida
$306K – – –
PWP
629
Phillips Wealth Planners
Mississippi
$305K -$3.74K -19 -1%
CGL
630
Clarius Group LLC
Washington
$304K +$1.67K +9 +0.6%
GI
631
GAMMA Investing
California
$302K -$14.6K -79 -5%
SWM
632
Silverlake Wealth Management
Vermont
$299K – – –
BCG
633
BayBridge Capital Group
California
$297K – – –
CFO
634
Callan Family Office
Pennsylvania
$296K +$296K +1,598 New
FFP
635
FourThought Financial Partners
Florida
$293K +$293K +1,584 New
SAM
636
Smartleaf Asset Management
Massachusetts
$293K +$211K +1,130 +255%
Fifth Third Bancorp
637
Fifth Third Bancorp
Ohio
$291K -$71.7K -387 -20%
GCM
638
Gallacher Capital Management
Colorado
$291K -$15.2K -82 -5%
PK
639
Pflug Koory
Nebraska
$287K – – –
EP
640
Edgestream Partners
New Jersey
$287K -$209K -1,130 -42%
RFC
641
Regions Financial Corp
Alabama
$286K -$20.9K -113 -7%
KCM
642
Kathmere Capital Management
Pennsylvania
$285K -$43.9K -237 -13%
AFG
643
Atomi Financial Group
New York
$285K +$19.3K +104 +7%
GT
644
Glenview Trust
Kentucky
$283K -$47K -254 -14%
CMF
645
Counterpoint Mutual Funds
California
$282K +$282K +1,522 New
CAM
646
Covenant Asset Management
New Jersey
$280K – – –
QFA
647
Quantum Financial Advisors
California
$278K -$1.11K -6 -0.4%
WWM
648
Whalen Wealth Management
Nevada
$278K +$278K +1,500 New
FIB
649
First Interstate Bank
Montana
$278K – – –
WIA
650
World Investment Advisors
California
$277K +$277K +1,496 New
24 25
26
27 28