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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 %
CWM
651
Cahaba Wealth Management
Georgia
$276K – – –
TIAA Trust, National Association
652
TIAA Trust, National Association
North Carolina
$272K -$6.11K -33 -2%
IB
653
Intrust Bank
Kansas
$270K -$58.1K -314 -18%
VCM
654
Voleon Capital Management
California
$267K +$267K +1,444 New
PB
655
Pinnacle Bancorp
Nebraska
$267K – – –
C
656
Covestor
United Kingdom
$266K +$28.1K +152 +12%
EWA
657
EP Wealth Advisors
California
$265K -$23.5K -127 -8%
HAG
658
HighPoint Advisor Group
Illinois
$264K +$264K +1,278 New
SW
659
SVB Wealth
Massachusetts
$264K +$264K +1,424 New
CBTWT
660
Community Bank & Trust (Waco, Texas)
Texas
$263K – – –
SAI
661
Savvy Advisors Inc
New York
$262K +$1.48K +8 +0.6%
SCM
662
Sheridan Capital Management
California
$261K – – –
SFI
663
Siemens Fonds Invest
Germany
$260K +$15.7K +84 +6%
CAM
664
Clark Asset Management
New Hampshire
$260K – – –
EFG
665
Ehrlich Financial Group
California
$259K – – –
MA
666
Mutual Advisors
Nebraska
$258K +$258K +1,297 New
WAP
667
Wealthcare Advisory Partners
Pennsylvania
$258K +$258K +1,393 New
FBT
668
First Bank & Trust
South Dakota
$258K +$258K +1,392 New
EAM
669
Empirical Asset Management
Massachusetts
$257K +$41K +441 +19%
CNBT
670
Canandaigua National Bank & Trust
New York
$257K +$257K +1,389 New
AC
671
AXQ Capital
New Jersey
$256K -$635K -3,428 -71%
LSAG
672
Lake Street Advisors Group
New Hampshire
$256K -$21.5K -116 -8%
CKAIS
673
Christensen King & Associates Investment Services
Washington
$256K – – –
VSQM
674
V-Square Quantitative Management
Illinois
$250K +$2.22K +12 +0.9%
LIM
675
Leavell Investment Management
Alabama
$250K -$6.11K -33 -2%
25 26
27
28 29