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Williams-Sonoma
WSM

821 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 278 increasing their positions, 318 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 87

2% more funds holding

Funds holding: 808 → 821 (+13)

0.01% less ownership

Funds ownership: 194.01% → 194% (-0.01%)

11% less capital invested

Capital invested by funds: $19.7B → $17.4B (-$2.22B)

13% less repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 318

28% less call options, than puts

Call options by funds: $288M | Put options by funds: $401M

35% less funds holding in top 10

Funds holding in top 10: 26 → 17 (-9)

Holders
821
Holders Change
+13
Holders Change %
+1.61%
% of All Funds
11.86%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
112
Increased
278
Reduced
318
Closed
87
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$264M
2
Renaissance Technologies
Renaissance Technologies
New York
+$96.4M
3
Amundi
Amundi
France
+$85.1M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$69.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$68M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$567M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$389M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$119M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$91.6M
5
Goldman Sachs
Goldman Sachs
New York
-$46M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
801
Toth Financial Advisory
Virginia
$2.82K – – –
CA
802
Continuum Advisory
Idaho
$2.26K -$298 -2 -11%
WWP
803
WR Wealth Planners
Missouri
$2.26K +$1.19K +8 +100%
GI
804
Gradient Investments
Minnesota
$1.98K +$2.09K +14 New
VAG
805
VisionPoint Advisory Group
Texas
$1.98K +$2.09K +14 New
FNWA
806
Financial Network Wealth Advisors
Utah
$1.69K +$1.79K +12 New
IAIM
807
International Assets Investment Management
Florida
$1.69K +$1.79K +12 New
TPCW
808
TD Private Client Wealth
New York
$1.69K +$1.79K +12 New
PCFFS
809
Pacific Center for Financial Services
California
$1.42K – – –
CFS
810
CGC Financial Services
Oregon
$1.41K – – –
IHWM
811
Iron Horse Wealth Management
Iowa
$1.41K – – –
TWD
812
True Wealth Design
Ohio
$1.41K +$596 +4 +67%
AWM
813
Abound Wealth Management
Tennessee
$1.18K – – –
HI
814
Horizon Investments
North Carolina
$1.13K – – –
FMP
815
Financial Management Professionals
Texas
$1K – – –
MCM
816
MV Capital Management
Maryland
$848 +$894 +6 New
AWM
817
Atticus Wealth Management
Florida
$670 – – –
PI
818
PEAK6 Investments
Illinois
$540 +$596 +4 New
NCM
819
Northwest Capital Management
Oregon
$310 – – –
TFM
820
TFC Financial Management
Massachusetts
$283 – – –
BGAI
821
Bruce G. Allen Investments
Colorado
$282 – – –
AIG
822
American International Group
New York
– -$27M -169,948 Closed
WorldQuant Millennium Advisors
823
WorldQuant Millennium Advisors
New York
– -$22.1M -139,378 Closed
TPSF
824
Texas Permanent School Fund
Texas
– -$17.8M -112,278 Closed
Westfield Capital Management
825
Westfield Capital Management
Massachusetts
– -$12M -75,400 Closed
31 32
33
34 35

WSM Hedge Fund Activity: Q2 2024 in Review

821 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2024, worth a combined $17.4B — down 11% from $19.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WSM positions and 87 closed out — a net gain of 25 holders — while 278 added to existing stakes and 318 trimmed.

The largest buyer was BlackRock, adding an estimated $264M. The largest seller was Capital Research Global Investors, cutting an estimated $567M.

  • 821 institutional investors held Williams-Sonoma (WSM) as of Q2 2024, up from 808 in Q1 2024.
  • Funds reported $17.4B of Williams-Sonoma stock for Q2 2024, down 11% quarter-over-quarter.
  • 112 funds opened new Williams-Sonoma positions in Q2 2024 and 87 closed out, a net change of +25 holders.
  • The largest Williams-Sonoma buyer in Q2 2024 was BlackRock, an estimated $264M added.
  • The largest Williams-Sonoma seller in Q2 2024 was Capital Research Global Investors, an estimated $567M sold.

Based on aggregated 13F filings for Q2 2024.