WSM icon

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 %
BBWA
201
Bell & Brown Wealth Advisors
California
$5.17M -$129K -831 -2%
RBC
202
Romano Brothers & Co
Illinois
$5.15M -$15.5K -100 -0.3%
Osaic Holdings
203
Osaic Holdings
Arizona
$5.1M -$3.69M -23,810 -42%
IMCOOI
204
Investment Management Corp of Ontario (IMCO)
Canada
$4.94M +$263K +1,700 +6%
BCI
205
Brinker Capital Investments
Pennsylvania
$4.75M +$282K +1,822 +6%
OPS
206
Orion Portfolio Solutions
Nebraska
$4.75M +$282K +1,822 +6%
SFA
207
Sequoia Financial Advisors
Ohio
$4.72M +$836K +5,395 +21%
Thrivent Financial for Lutherans
208
Thrivent Financial for Lutherans
Minnesota
$4.72M -$127K -822 -3%
CA
209
CapWealth Advisors
Tennessee
$4.7M +$102K +656 +2%
PI
210
PineBridge Investments
New York
$4.67M +$4.44M +28,642 +1,899%
TC
211
TownSquare Capital
Utah
$4.65M +$356K +2,300 +8%
Cerity Partners
212
Cerity Partners
New York
$4.64M -$904K -5,837 -16%
ONB
213
Old National Bancorp
Indiana
$4.62M -$1.97M -12,689 -30%
BIAS
214
Beacon Investment Advisory Services
New Jersey
$4.51M -$155K -1,000 -3%
Creative Planning
215
Creative Planning
Kansas
$4.5M +$580K +3,746 +15%
LFAS
216
Level Four Advisory Services
Texas
$4.49M +$1.66M +12,381 +59%
VanEck Associates
217
VanEck Associates
New York
$4.48M +$451K +3,257 +11%
NMIMC
218
Northwestern Mutual Investment Management Company
Wisconsin
$4.42M -$22.5K -145 -0.5%
COPPSERS
219
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.39M -$20.3K -131 -0.5%
VPIM
220
Vanguard Personalized Indexing Management
California
$4.36M -$139K -896 -3%
Allspring Global Investments
221
Allspring Global Investments
North Carolina
$4.35M -$3.92M -25,290 -47%
RA
222
Royce & Associates
New York
$4.33M -$598K -3,862 -12%
Twin Tree Management
223
Twin Tree Management
Texas
$4.29M -$5.5M -35,499 -56%
BCV
224
Banque Cantonale Vaudoise
Switzerland
$4.28M +$1.01M +6,540 +31%
MCM
225
Monument Capital Management
Virginia
$4.27M -$179K -1,156 -4%
7 8
9
10 11