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Williams-Sonoma
WSM

Overview Fund Activity

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

1
BlackRock
BlackRock
New York
+$250M
2
Renaissance Technologies
Renaissance Technologies
New York
+$91.3M
3
Amundi
Amundi
France
+$80.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$65.5M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$64.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$538M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$369M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$112M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$86.8M
5
Goldman Sachs
Goldman Sachs
New York
-$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
776
Sachetta
Massachusetts
$7.19K +$4.19K +56 +140%
MFT
777
Moisand Fitzgerald Tamayo
Florida
$6.5K – – –
HI
778
Harbour Investments
Wisconsin
$5.93K +$847 +6 +17%
SIC
779
SJS Investment Consulting
Ohio
$5.65K – – –
FFO
780
Fortitude Family Office
Arizona
$5.65K – – –
AFWM
781
Abich Financial Wealth Management
Virginia
$5.37K -$565 -4 -10%
CP
782
Castleview Partners
Texas
$5.08K – – –
TWP
783
Triad Wealth Partners
Kansas
$5.08K +$5.08K +36 New
PFBT
784
Parkside Financial Bank & Trust
Missouri
$4.24K – – –
HNB
785
Hilltop National Bank
Wyoming
$4.24K – – –
AW
786
Avion Wealth
Texas
$4K +$1.6K +12 +67%
MG
787
Mather Group
Illinois
$3.81K +$3.81K +24 New
DF
788
Dunhill Financial
United Kingdom
$3.67K – – –
AT
789
Arlington Trust
Alabama
$3.67K – – –
DPW
790
DiNuzzo Private Wealth
Pennsylvania
$3.67K +$565 +4 +18%
CFO
791
CVA Family Office
Colorado
$3.67K +$3.67K +26 New
HCP
792
Hexagon Capital Partners
Arkansas
$3.39K – – –
AS
793
Altshuler Shaham
Israel
$3.39K -$1.13K -8 -25%
TFA
794
Toth Financial Advisory
Virginia
$2.82K – – –
CA
795
Continuum Advisory
Idaho
$2.26K -$282 -2 -11%
WWP
796
WR Wealth Planners
Missouri
$2.26K +$1.13K +8 +100%
VAG
797
VisionPoint Advisory Group
Texas
$1.98K +$1.98K +14 New
GI
798
Gradient Investments
Minnesota
$1.98K +$1.98K +14 New
FNWA
799
Financial Network Wealth Advisors
Utah
$1.69K +$1.69K +12 New
TPCW
800
TD Private Client Wealth
New York
$1.69K +$1.69K +12 New
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