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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 %
AF
751
Allworth Financial
California
$94.9K -$4.03K -19 -4%
ADL
752
Asset Dedication LLC
California
$86.7K -$61.5K -332 -42%
PSFG
753
Park Square Financial Group
Georgia
$86.3K +$86.3K +466 New
GRP
754
Global Retirement Partners
California
$82K +$26.3K +142 +47%
SS
755
SBI Securities
Japan
$80.7K +$80.7K +436 New
LC
756
Lindbrook Capital
California
$78.1K -$11.7K -63 -13%
HWM
757
Hemington Wealth Management
Virginia
$77K +$4.97K +27 +7%
AF
758
Advisornet Financial
Minnesota
$75.7K -$1.48K -8 -2%
BWL
759
Bogart Wealth LLC
Virginia
$75.2K – – –
EWA
760
EverSource Wealth Advisors
Alabama
$73.4K +$9.82K +53 +15%
MHR
761
Matthew Hamilton Rosenberg
$68.5K +$28.1K +152 +70%
LC
762
Lavaca Capital
Texas
$68.1K +$68.1K +368 New
FRA
763
Front Row Advisors
California
$64.8K – – –
RA
764
Rise Advisors
New York
$62.9K +$185 +1 +0.3%
CT
765
Clearstead Trust
Maine
$62K -$4.63K -25 -7%
VCM
766
Versant Capital Management
Arizona
$60.7K +$8.89K +48 +17%
GWSG
767
GPS Wealth Strategies Group
Colorado
$58.1K – – –
HI
768
Human Investing
Oregon
$56K +$56K +302 New
T
769
TOBAM
France
$55K +$55K +299 New
A
770
AlphaQuest
New York
$54.8K +$54.8K +296 New
CFGS
771
Concourse Financial Group Securities
Alabama
$53.2K -$53.2K -250 -50%
O
772
Ossiam
France
$50K -$2.35M -12,666 -98%
OIAM
773
OFI Invest Asset Management
France
$49.2K +$49.2K +275 New
CAL
774
Capital Analysts LLC
Pennsylvania
$49K – – –
BIA
775
Bell Investment Advisors
California
$48.9K -$10.4K -56 -18%
29 30
31
32 33