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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
11.8%
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 %
LCM
926
Laurion Capital Management
New York
– -$409K -2,637 Closed
BRIA
927
Balanced Rock Investment Advisors
Massachusetts
– -$406K -2,623 Closed
JGC
928
J. Goldman & Co
New York
– -$404K -2,611 Closed
WAM
929
Weiss Asset Management
Massachusetts
– -$387K -2,495 Closed
PWS
930
Precision Wealth Strategies
Missouri
– -$386K -2,494 Closed
GAG
931
Goodman Advisory Group
Massachusetts
– -$361K -2,332 Closed
CC
932
Centiva Capital
New York
– -$354K -2,286 Closed
TCM
933
Teza Capital Management
Illinois
– -$337K -2,176 Closed
IAIM
934
International Assets Investment Management
Florida
– -$12 -1,859 Closed
PCMH
935
Polymer Capital Management (HK)
Hong Kong
– -$279K -1,800 Closed
WS
936
Wedbush Securities
California
– -$250K -1,612 Closed
SB
937
Strategic Blueprint
Georgia
– -$225K -1,452 Closed
KI
938
Kapitalo Investimentos
Brazil
– -$223K -1,437 Closed
HIS
939
Horizon Investment Services
Indiana
– -$222K -1,434 Closed
MYLI
940
Meiji Yasuda Life Insurance
Japan
– -$221K -1,428 Closed
IFWM
941
Institute for Wealth Management
Colorado
– -$218K -1,406 Closed
AFP
942
Alpha Financial Partners
Kentucky
– -$216K -1,396 Closed
FCI
943
Financial Counselors Inc
Kansas
– -$200K -1,294 Closed
BSB
944
Bangor Savings Bank
Maine
– -$197K -1,270 Closed
OA
945
Operose Advisors
Wisconsin
– -$89.9K -580 Closed
Kayne Anderson Rudnick Investment Management
946
Kayne Anderson Rudnick Investment Management
California
– -$82.4K -532 Closed
RFS
947
Richardson Financial Services
Massachusetts
– -$50K -354 Closed
GSEP
948
Golden State Equity Partners
California
– -$46.2K -298 Closed
HGA
949
Hobbs Group Advisors
South Carolina
– -$36.6K -236 Closed
HGERS
950
Householder Group Estate & Retirement Specialist
Arizona
– -$25K -166 Closed
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