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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 %
BW
701
Bison Wealth
Georgia
$227K +$227K +1,228 New
DO
702
denkapparat Operations
Germany
$227K +$227K +1,228 New
RS
703
Robeco Schweiz
Switzerland
$227K -$15K -81 -6%
MCC
704
Money Concepts Capital
Florida
$225K +$225K +1,217 New
TA
705
TFB Advisors
Kansas
$225K +$225K +1,214 New
MA
706
MONECO Advisors
Connecticut
$223K +$223K +1,206 New
SLC
707
Second Line Capital
Louisiana
$223K -$19.1K -103 -8%
PA
708
Pinnacle Associates
New York
$223K +$223K +1,205 New
PS
709
Planned Solutions
California
$222K +$44.4K +240 +25%
FSA
710
Fort Sheridan Advisors
Illinois
$222K +$222K +1,200 New
FWM
711
Focused Wealth Management
New York
$222K +$222K +1,200 New
Wealthfront Advisers
712
Wealthfront Advisers
California
$222K +$222K +1,198 New
CT
713
Colonial Trust
South Carolina
$222K +$7.59K +41 +4%
Bessemer Group
714
Bessemer Group
New Jersey
$218K +$71.2K +384 +48%
Jacobs Levy Equity Management
715
Jacobs Levy Equity Management
New Jersey
$216K -$192M -1,035,088 -100%
AG
716
Algert Global
California
$215K +$215K +1,160 New
SCM
717
Stevens Capital Management
Pennsylvania
$214K +$214K +1,156 New
UCFA
718
United Capital Financial Advisors
Texas
$214K +$214K +1,155 New
JWCA
719
J.W. Cole Advisors
Florida
$213K +$213K +1,150 New
NI
720
NDVR Inc
Massachusetts
$210K +$210K +1,136 New
SAM
721
SignalPoint Asset Management
Missouri
$209K +$209K +1,129 New
PCMC
722
Paragon Capital Management (Colorado)
Colorado
$206K +$206K +1,114 New
LP
723
LGL Partners
Pennsylvania
$206K +$206K +1,111 New
CFG
724
Citizens Financial Group
Rhode Island
$205K +$205K +1,106 New
HSA
725
HBK Sorce Advisory
Pennsylvania
$203K +$203K +1,096 New
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