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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 %
MIM
676
Moseley Investment Management
Florida
$247K +$5.74K +31 +2%
VFA
677
Valeo Financial Advisors
Indiana
$246K -$12.2K -66 -5%
SCA
678
Snowden Capital Advisors
New York
$246K +$246K +1,326 New
CAG
679
Csenge Advisory Group
Florida
$245K -$22K -119 -8%
AWA
680
Aaron Wealth Advisors
Illinois
$244K +$244K +1,319 New
CI
681
Cigna Investments
Connecticut
$243K – – –
SEIA
682
Signature Estate & Investment Advisors
California
$243K – – –
FFN
683
Focus Financial Network
Minnesota
$243K – – –
DZ Bank
684
DZ Bank
Germany
$241K -$1.63M -8,818 -87%
LS
685
Livforsakringsbolaget Skandia
Sweden
$241K – – –
BB
686
Berkshire Bank
Massachusetts
$239K +$239K +1,288 New
Capital World Investors
687
Capital World Investors
California
$238K -$80.2K -433 -25%
JSW
688
Journey Strategic Wealth
New Jersey
$238K +$238K +1,285 New
FWCM
689
Ferguson Wellman Capital Management
Oregon
$238K +$238K +1,285 New
BPWM
690
Badgley Phelps Wealth Managers
Washington
$238K +$238K +1,284 New
SC
691
Savant Capital
Illinois
$236K -$24.1K -130 -9%
GVAG
692
Great Valley Advisor Group
Delaware
$234K +$234K +1,265 New
RMC
693
Ring Mountain Capital
California
$233K +$233K +1,258 New
EWM
694
Evercore Wealth Management
New York
$233K +$233K +1,256 New
CAM
695
Claret Asset Management
Quebec, Canada
$231K +$231K +1,248 New
CM
696
Crestline Management
Texas
$231K -$214K -1,158 -48%
OAM
697
Ostrum Asset Management
France
$230K -$9.63K -52 -4%
CIG
698
Cullen Investment Group
Louisiana
$229K -$20.9K -113 -8%
BTI
699
Blue Trust Inc
Georgia
$228K -$15.9K -86 -7%
SQA
700
Simon Quick Advisors
New Jersey
$228K +$228K +1,233 New
26 27
28
29 30