WSM icon

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
11.8%
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
$288M
2
Millennium Management
Millennium Management
New York
$113M
3
Morgan Stanley
Morgan Stanley
New York
$332M
4
UBS Group
UBS Group
Switzerland
$137M
5
Marshall Wace
Marshall Wace
United Kingdom
$87.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07B
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$6.92M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$216K
4
Capital Research Global Investors
Capital Research Global Investors
California
$171M
5
HSBC Holdings
HSBC Holdings
United Kingdom
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RS
876
Rakuten Securities
Japan
$556 -$18K -97 -97%
CPG
877
Cornerstone Planning Group
New Jersey
$423 +$423 +2 New
NCM
878
Northwest Capital Management
Oregon
$392 – – –
TFM
879
TFC Financial Management
Massachusetts
$371 – – –
WCM
880
WealthTrak Capital Management
Virginia
$371 +$371 +2 New
CSPIA
881
Cary Street Partners Investment Advisory
Virginia
$370 -$10.6M -57,314 -100%
KBFS
882
Kohmann Bosshard Financial Services
Ohio
$370 +$370 +2 New
PWA
883
Principia Wealth Advisory
Texas
$370 +$370 +2 New
FMP
884
Financial Management Professionals
Texas
$185 -$925 -5 -83%
RIL
885
Rothschild Investment LLC
Illinois
$185 – – –
SC
886
Stance Capital
Massachusetts
$185 +$185 +1 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
887
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$46.5M -300,000 Closed
Citadel Advisors
888
Citadel Advisors
Florida
– -$34.7M -224,245 Closed
Adage Capital Partners
889
Adage Capital Partners
Massachusetts
– -$15.5M -99,900 Closed
Voloridge Investment Management
890
Voloridge Investment Management
Florida
– -$9.76M -63,013 Closed
LSV Asset Management
891
LSV Asset Management
Illinois
– -$7.14M -46,100 Closed
QT
892
Quantbot Technologies
New York
– -$6.25M -40,331 Closed
T. Rowe Price Investment Management
893
T. Rowe Price Investment Management
Maryland
– -$5.93M -38,261 Closed
IMCOOI
894
Investment Management Corp of Ontario (IMCO)
Canada
– -$4.94M -31,890 Closed
Allspring Global Investments
895
Allspring Global Investments
North Carolina
– -$4.35M -28,078 Closed
Twin Tree Management
896
Twin Tree Management
Texas
– -$4.29M -27,695 Closed
MCM
897
Monument Capital Management
Virginia
– -$4.27M -27,584 Closed
BHCM
898
Boulder Hill Capital Management
New York
– -$1.52M -27,040 Closed
CGI
899
Calixto Global Investors
Florida
– -$3.45M -22,300 Closed
PP
900
PDT Partners
New York
– -$3.16M -20,400 Closed
34 35
36
37 38