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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 %
FUBT
776
First United Bank & Trust
Maryland
$8.68K – – –
FMII
777
Farmers & Merchants Investments Inc
Nebraska
$8.06K – – –
AWM
778
Abound Wealth Management
Tennessee
$7.99K +$6.76K +44 +550%
HI
779
Harbour Investments
Wisconsin
$7.28K +$775 +5 +12%
MFT
780
Moisand Fitzgerald Tamayo
Florida
$7.13K – – –
SS
781
Sunbelt Securities
Texas
$6.95K -$6.02K -39 -46%
S
782
Sachetta
Massachusetts
$6.82K -$8.06K -52 -54%
VWA
783
Valued Wealth Advisors
Utah
$6.51K -$4.03K -26 -38%
NMM
784
Naples Money Management
Florida
$6.2K +$6.2K +40 New
DWM
785
Darwin Wealth Management
Florida
$5.58K +$5.58K +36 New
SIC
786
SJS Investment Consulting
Ohio
$5.27K -$930 -6 -15%
DPW
787
DiNuzzo Private Wealth
Pennsylvania
$5.11K +$1.09K +7 +27%
CFO
788
CVA Family Office
Colorado
$5.11K +$1.08K +7 +27%
PFBT
789
Parkside Financial Bank & Trust
Missouri
$4.8K +$155 +1 +3%
HNB
790
Hilltop National Bank
Wyoming
$4.65K – – –
AS
791
Altshuler Shaham
Israel
$4.34K +$620 +4 +17%
AT
792
Arlington Trust
Alabama
$4.03K – – –
DF
793
Dunhill Financial
United Kingdom
$4.03K – – –
IUHSA
794
Itau Unibanco Holding S.A.
Brazil
$4.03K +$4.03K +26 New
TFA
795
Toth Financial Advisory
Virginia
$3.1K – – –
FNWA
796
Financial Network Wealth Advisors
Utah
$2.48K +$620 +4 +33%
AW
797
Avion Wealth
Texas
$2K -$1.33K -12 -40%
AA
798
Addison Advisors
Vermont
$1.86K +$1.86K +12 New
TPCW
799
TD Private Client Wealth
New York
$1.86K – – –
PCFFS
800
Pacific Center for Financial Services
California
$1.56K – – –
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