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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 %
PWP
651
Phillips Wealth Planners
Mississippi
$222K -$82.5K -584 -27%
WC
652
Waterloo Capital
Texas
$217K -$275K -1,730 -56%
BW
653
Bison Wealth
Georgia
$217K -$148K -932 -41%
CKAIS
654
Christensen King & Associates Investment Services
Washington
$216K +$216K +1,362 New
AFG
655
Atomi Financial Group
New York
$216K +$216K +1,362 New
SI
656
Seeds Investor
New York
$215K +$215K +1,352 New
CI
657
Cigna Investments
Connecticut
$214K +$214K +1,344 New
CIG
658
Cullen Investment Group
Louisiana
$208K +$208K +1,340 New
EWA
659
EP Wealth Advisors
California
$208K +$208K +1,308 New
BAAM
660
Baker Avenue Asset Management
California
$207K +$207K +1,306 New
ACIM
661
Azimuth Capital Investment Management
Michigan
$206K +$206K +1,300 New
VFA
662
Valeo Financial Advisors
Indiana
$205K -$256K -1,792 -55%
BB
663
Berkshire Bank
Massachusetts
$204K +$204K +1,288 New
SCA
664
Snowden Capital Advisors
New York
$204K +$204K +1,288 New
EWM
665
Evercore Wealth Management
New York
$204K +$204K +1,286 New
BPWM
666
Badgley Phelps Wealth Managers
Washington
$204K +$204K +1,284 New
Wealthfront Advisers
667
Wealthfront Advisers
California
$204K +$204K +1,282 New
BRWA
668
B. Riley Wealth Advisors
Florida
$203K +$203K +2,618 New
FFP
669
FourThought Financial Partners
Florida
$202K -$780K -4,914 -79%
GI
670
GAMMA Investing
California
$201K +$22.5K +142 +13%
HAG
671
HighPoint Advisor Group
Illinois
$201K +$201K +1,276 New
TIAA Trust, National Association
672
TIAA Trust, National Association
North Carolina
$201K +$201K +1,266 New
GVAG
673
Great Valley Advisor Group
Delaware
$201K +$201K +1,266 New
EPWM
674
Essex Private Wealth Management
Massachusetts
$201K +$201K +1,264 New
BCV
675
Banque Cantonale Vaudoise
Switzerland
$196K +$17.2K +108 +10%
25 26
27
28 29