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Williams-Sonoma
WSM

Overview Fund Activity

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M

Top Buyers

1
BlackRock
BlackRock
New York
+$280M
2
First Trust Advisors
First Trust Advisors
Illinois
+$259M
3
Invesco
Invesco
Georgia
+$234M
4
State Street
State Street
Massachusetts
+$106M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$63.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$508M
2
Charles Schwab
Charles Schwab
California
-$321M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$221M
4
Morgan Stanley
Morgan Stanley
New York
-$211M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
DF
776
Dunhill Financial
United Kingdom
$4.13K – – –
AT
777
Arlington Trust
Alabama
$4.13K – – –
S
778
Sachetta
Massachusetts
$4.04K – – –
HCP
779
Hexagon Capital Partners
Arkansas
$3.81K – – –
DPW
780
DiNuzzo Private Wealth
Pennsylvania
$3.49K – – –
TFA
781
Toth Financial Advisory
Virginia
$3.18K – – –
AW
782
Avion Wealth
Texas
$3K – – –
CA
783
Continuum Advisory
Idaho
$2.87K +$2.87K +18 New
HI
784
Horizon Investments
North Carolina
$2.53K +$949 +6 +60%
PCFFS
785
Pacific Center for Financial Services
California
$1.59K +$1.59K +10 New
IHWM
786
Iron Horse Wealth Management
Iowa
$1.59K – – –
CFS
787
CGC Financial Services
Oregon
$1.59K – – –
WPWM
788
Western Pacific Wealth Management
Illinois
$1.59K +$1.59K +10 New
AWM
789
Abound Wealth Management
Tennessee
$1.32K – – –
WWP
790
WR Wealth Planners
Missouri
$1.27K +$1.27K +8 New
VL
791
Vima LLC
Michigan
$1.22K – – –
FMP
792
Financial Management Professionals
Texas
$1K +$1K +6 New
TWD
793
True Wealth Design
Ohio
$953 +$318 +2 +50%
AWM
794
Atticus Wealth Management
Florida
$751 -$2.25K -12 -75%
FGAM
795
Financial Gravity Asset Management
Texas
$630 +$630 +2 New
NCM
796
Northwest Capital Management
Oregon
$347 – – –
AGWCA
797
Annis Gardner Whiting Capital Advisors
Florida
$319 – – –
BGAI
798
Bruce G. Allen Investments
Colorado
$318 – – –
TWP
799
TFO Wealth Partners
Ohio
$318 – – –
SOW
800
State of Wyoming
Wyoming
$318 – – –
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