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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 %
OWP
726
ORG Wealth Partners
Texas
$34.1K +$34.1K +220 New
MHR
727
Matthew Hamilton Rosenberg
$33.8K – – –
HPC
728
HM Payson & Co
Maine
$31K – – –
SN
729
Sittner & Nelson
Oregon
$31K – – –
CYG
730
Clean Yield Group
Vermont
$29.7K +$29.7K +192 New
BCWM
731
Bartlett & Co Wealth Management
Ohio
$29.1K – – –
JFGIW
732
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.9K – – –
BIG
733
Brooklyn Investment Group
New York
$27.7K +$27.7K +179 New
CSWM
734
Cassady Schiller Wealth Management
Ohio
$25.7K – – –
ST
735
Smithfield Trust
Pennsylvania
$25K – – –
HGERS
736
Householder Group Estate & Retirement Specialist
Arizona
$25K – – –
JIP
737
Jaffetilchin Investment Partners
Florida
$24.8K +$24.8K +160 New
RTL
738
Red Tortoise LLC
Georgia
$22.3K – – –
AAP
739
Arax Advisory Partners
Colorado
$20.2K +$6.64K +43 +49%
EA
740
Evolution Advisers
Virginia
$20K – – –
CIM
741
Contravisory Investment Management
Massachusetts
$19.5K +$1.86K +12 +11%
FDCP
742
Foster Dykema Cabot & Partners
Massachusetts
$18.9K – – –
WT
743
Washington Trust
Rhode Island
$18.6K – – –
MFC
744
Mechanics Financial Corp
Ohio
$18.6K – – –
FPFS
745
First Personal Financial Services
North Carolina
$18.3K +$18.3K +118 New
MAM
746
Meeder Asset Management
Ohio
$17.2K -$2.63K -17 -13%
WWP
747
WR Wealth Planners
Missouri
$16.4K +$13.9K +90 +563%
BCMLT
748
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4K +$16.4K +106 New
CTC
749
Cetera Trust Company
Minnesota
$16.1K – – –
JWA
750
JFS Wealth Advisors
Pennsylvania
$16K +$465 +3 +3%
28 29
30
31 32