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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 %
LFA
776
LGT Financial Advisors
Texas
$46.5K – – –
OP
777
ORG Partners
Indiana
$46.3K +$46.3K +250 New
RMP
778
Richards, Merrill & Peterson
Washington
$45.9K +$45.9K +248 New
VHAM
779
Van Hulzen Asset Management
California
$40K +$40K +216 New
KA
780
Kozak & Associates
Colorado
$38.7K +$38.7K +201 New
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$38.2K – – –
NFSG
782
Newbridge Financial Services Group
Florida
$37.7K +$37.7K +203 New
HPC
783
HM Payson & Co
Maine
$37K – – –
SN
784
Sittner & Nelson
Oregon
$37K – – –
OWP
785
ORG Wealth Partners
Texas
$35.9K -$4.81K -26 -12%
CYG
786
Clean Yield Group
Vermont
$35.6K – – –
BCWM
787
Bartlett & Co Wealth Management
Ohio
$34.8K – – –
CSWM
788
Cassady Schiller Wealth Management
Ohio
$31.9K +$1.11K +6 +4%
ST
789
Smithfield Trust
Pennsylvania
$30K – – –
AAP
790
Arax Advisory Partners
Colorado
$30K +$5.73K +31 +24%
ETC
791
Exchange Traded Concepts
Oklahoma
$29.6K -$621K -3,352 -95%
RTL
792
Red Tortoise LLC
Georgia
$26.7K – – –
WWP
793
WR Wealth Planners
Missouri
$25.2K +$5.56K +30 +28%
EA
794
Evolution Advisers
Virginia
$24K – – –
CIM
795
Contravisory Investment Management
Massachusetts
$23.3K – – –
FDCP
796
Foster Dykema Cabot & Partners
Massachusetts
$22.6K – – –
WT
797
Washington Trust
Rhode Island
$22.2K – – –
MFC
798
Mechanics Financial Corp
Ohio
$22.2K – – –
TFIPS
799
Towarzystwo Funduszy Inwestycyjnych PZU SA
$20.4K +$20.4K +110 New
GSWM
800
Golden State Wealth Management
California
$20.4K +$20.4K +110 New
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32
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