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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
701
Harbor Investment Advisory
Maryland
$83.8K -$282 -2 -0.3%
PPA
702
Painted Porch Advisors
California
$83K +$83K +588 New
AIM
703
Anchor Investment Management
South Carolina
$77.8K – – –
CFGS
704
Concourse Financial Group Securities
Alabama
$70.6K – – –
Fidelity International
705
Fidelity International
Bermuda
$70.3K +$70.3K +498 New
AF
706
Allworth Financial
California
$68.8K +$31.1K +424 +82%
Jones Financial Companies
707
Jones Financial Companies
Missouri
$68.6K +$68.6K +486 New
LC
708
Lindbrook Capital
California
$66.6K – – –
FHA
709
First Horizon Advisors
Tennessee
$64.9K – – –
FRA
710
Front Row Advisors
California
$59K – – –
AF
711
Advisornet Financial
Minnesota
$58.7K -$31K -220 -35%
BWL
712
Bogart Wealth LLC
Virginia
$56.5K – – –
UB
713
UMB Bank
Missouri
$53.7K +$38.1K +270 +245%
GWSG
714
GPS Wealth Strategies Group
Colorado
$51.5K – – –
CT
715
Clearstead Trust
Maine
$50.8K – – –
RFS
716
Richardson Financial Services
Massachusetts
$50K +$24K +340 +92%
QL
717
Quarry LP
New York
$49.7K +$15.2K +108 +44%
RA
718
Rise Advisors
New York
$47.6K +$282 +2 +0.6%
FCA
719
FinTrust Capital Advisors
South Carolina
$44.3K -$4.24K -30 -9%
BIA
720
Bell Investment Advisors
California
$44.1K +$6.21K +44 +16%
SAM
721
Smartleaf Asset Management
Massachusetts
$36.5K +$17.2K +120 +90%
WTC
722
WhitTier Trust Company
Nevada
$35.9K -$282 -2 -0.8%
HGA
723
Hobbs Group Advisors
South Carolina
$33.2K +$33.2K +236 New
NFSG
724
Newbridge Financial Services Group
Florida
$31.3K +$1.98K +14 +7%
OP
725
ORG Partners
Indiana
$30.5K -$8.86K -64 -23%
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