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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 %
TWD
801
True Wealth Design
Ohio
$1.55K – – –
IHWM
802
Iron Horse Wealth Management
Iowa
$1.55K – – –
CFS
803
CGC Financial Services
Oregon
$1.55K – – –
MCM
804
MV Capital Management
Maryland
$1.24K +$310 +2 +33%
CPA
805
Capital Performance Advisors
California
$1.08K +$1.08K +7 New
LWMI
806
Legacy Wealth Management (Idaho)
Idaho
$1.04K +$1.04K +8 New
LIS
807
Legacy Investment Solutions
Idaho
$1.04K +$1.04K +8 New
FMP
808
Financial Management Professionals
Texas
$1K – – –
AA
809
AlphaMark Advisors
Kentucky
$1K +$1K +4 New
CA
810
Claris Advisors
Missouri
$930 +$930 +6 New
ZB
811
Zions Bancorporation
Utah
$775 +$775 +5 New
HCP
812
Hexagon Capital Partners
Arkansas
$620 -$3.1K -20 -83%
RTC
813
Riverview Trust Company
Washington
$620 +$620 +4 New
VAMG
814
Voisard Asset Management Group
Michigan
$620 +$620 +4 New
NCM
815
Northwest Capital Management
Oregon
$326 – – –
TFM
816
TFC Financial Management
Massachusetts
$310 – – –
BGAI
817
Bruce G. Allen Investments
Colorado
$310 – – –
RIL
818
Rothschild Investment LLC
Illinois
$155 +$155 +1 New
IAIM
819
International Assets Investment Management
Florida
$12 +$12 +1,847 +15,392%
Norges Bank
820
Norges Bank
Norway
– -$209M -1,478,968 Closed
CCMG
821
Clark Capital Management Group
Pennsylvania
– -$85.5M -605,766 Closed
TPSF
822
Texas Permanent School Fund
Texas
– -$20.7M -146,862 Closed
TC
823
TwinBeech Capital
New York
– -$11.2M -79,460 Closed
Point72 Asset Management
824
Point72 Asset Management
Connecticut
– -$11.2M -79,178 Closed
RCM
825
Rokos Capital Management
United Kingdom
– -$8.79M -62,200 Closed
31 32
33
34 35