WSM icon

Williams-Sonoma
WSM

Overview Fund Activity

819 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 267 increasing their positions, 338 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
819
Holders Change
+5
Holders Change %
+0.61%
% of All Funds
11.85%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
110
Increased
267
Reduced
338
Closed
100
Calls
$253M
Puts
$313M
Net Calls
-$59.3M
Net Calls Change
+$54.5M

Top Buyers

1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$84.9M
2
Invesco
Invesco
Georgia
+$84.6M
3
HSBC Holdings
HSBC Holdings
United Kingdom
+$67.1M
4
KBC Group
KBC Group
Belgium
+$60.6M
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
+$46.5M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$215M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$85.5M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$68.4M
4
Ameriprise
Ameriprise
Minnesota
-$58.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$50.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
701
Allworth Financial
California
$72.2K -$73.2K -472 -50%
FHA
702
First Horizon Advisors
Tennessee
$69.4K -$1.86K -12 -3%
PPA
703
Painted Porch Advisors
California
$69.2K -$21.8K -141 -24%
SAM
704
Smartleaf Asset Management
Massachusetts
$68.4K +$29.2K +189 +74%
AF
705
Advisornet Financial
Minnesota
$64.7K +$155 +1 +0.2%
BWL
706
Bogart Wealth LLC
Virginia
$62.9K +$930 +6 +2%
QL
707
Quarry LP
New York
$60.7K +$6.2K +40 +11%
CT
708
Clearstead Trust
Maine
$55.8K – – –
FRA
709
Front Row Advisors
California
$54.2K -$10.5K -68 -16%
EWA
710
EverSource Wealth Advisors
Alabama
$53.1K -$246K -1,587 -82%
RA
711
Rise Advisors
New York
$52.5K +$155 +1 +0.3%
HWM
712
Hemington Wealth Management
Virginia
$52K +$52K +391 New
NIC
713
Northwest Investment Counselors
Oregon
$50.8K +$50.8K +328 New
PCMC
714
Planning Capital Management Corporation
Pennsylvania
$50.5K +$50.5K +326 New
RFS
715
Richardson Financial Services
Massachusetts
$50K -$50K -354 -50%
BIA
716
Bell Investment Advisors
California
$49.6K +$1.24K +8 +3%
GWSG
717
GPS Wealth Strategies Group
Colorado
$48.6K -$7.75K -50 -14%
FCA
718
FinTrust Capital Advisors
South Carolina
$48.6K – – –
GRP
719
Global Retirement Partners
California
$46.6K -$94.6K -611 -67%
GSEP
720
Golden State Equity Partners
California
$46.2K +$46.2K +298 New
VCM
721
Versant Capital Management
Arizona
$43.4K +$18.3K +118 +73%
CAL
722
Capital Analysts LLC
Pennsylvania
$41K +$41K +265 New
LFA
723
LGT Financial Advisors
Texas
$38.9K +$11.3K +73 +41%
HGA
724
Hobbs Group Advisors
South Carolina
$36.6K – – –
WTC
725
WhitTier Trust Company
Nevada
$35.9K -$3.41K -22 -9%
27 28
29
30 31