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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 %
BC
801
Bayforest Capital
United Kingdom
$20.2K +$20.2K +109 New
JWA
802
JFS Wealth Advisors
Pennsylvania
$19.1K – – –
QL
803
Quarry LP
New York
$18.5K -$54.1K -292 -74%
CNBTD
804
Citizens National Bank Trust Department
Mississippi
$18.5K – – –
MCI
805
MRP Capital Investments
Georgia
$18.5K +$18.5K +100 New
SSB
806
Sandy Spring Bank
Maryland
$17.9K – – –
RL
807
Rogco LP
Oklahoma
$17.8K – – –
BIG
808
Brooklyn Investment Group
New York
$17.6K -$15.6K -84 -47%
PWMG
809
Private Wealth Management Group
New Jersey
$17.2K +$556 +3 +3%
MA
810
MCF Advisors
Kentucky
$15.6K – – –
T
811
Tidemark
California
$15.6K – – –
WIM
812
Westside Investment Management
California
$15.6K – – –
CA
813
Continuum Advisory
Idaho
$15.2K -$3.89K -21 -20%
CFO
814
CVA Family Office
Colorado
$15.2K +$9.07K +49 +148%
AP
815
Atwood & Palmer
Missouri
$15.2K +$15.2K +82 New
SIC
816
Salem Investment Counselors
North Carolina
$14.8K – – –
W
817
WealthCollab
Washington
$14.6K +$926 +5 +7%
CA
818
CoreCap Advisors
Michigan
$14.6K +$1.85K +10 +14%
TPW
819
Talon Private Wealth
Florida
$14.4K – – –
MCM
820
Manchester Capital Management
Vermont
$14.3K – – –
MAM
821
Meeder Asset Management
Ohio
$14.1K -$6.48K -35 -32%
HCA
822
Harbor Capital Advisors
Illinois
$14K +$1.26K +7 +10%
CJ
823
Caitlin John
Michigan
$13.9K – – –
IUHSA
824
Itau Unibanco Holding S.A.
Brazil
$13.5K +$8.7K +47 +181%
DCM
825
Davidson Capital Management
Texas
$13K +$1.67K +9 +15%
31 32
33
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