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Williams-Sonoma
WSM

Overview Fund Activity

885 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, 370 reducing their positions, and 75 closing their positions.

Holders
885
Holders Change
+67
Holders Change %
+8.19%
% 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
370
Closed
75
Calls
$356M
Puts
$476M
Net Calls
-$120M
Net Calls Change
-$60.7M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$290M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$288M
3
Millennium Management
3
Millennium Management
New York
$113M
4
Morgan Stanley
4
Morgan Stanley
New York
$332M
5
UBS Group
5
UBS Group
Switzerland
$137M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.07B
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$6.92M
3
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$216K
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$171M
5
HSBC Holdings
5
HSBC Holdings
United Kingdom
$48.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$2.9B 15,682,231 +267,624 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.38B 12,832,748 -220,921 -2%
Aristotle Capital Management
3
Aristotle Capital Management
California
$1.69B 9,110,899 -3,415 -0%
BC
4
Blackhill Capital
New Jersey
$1.45B 7,816,428 +8,000 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.07B 5,774,588 -3,006,613 -34%
State Street
6
State Street
Massachusetts
$977M 5,273,781 -55,344 -1%
LGP
7
Leonard Green & Partners
California
$597M 3,224,030 – –
Invesco
8
Invesco
Georgia
$530M 2,860,978 -205,936 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$499M 2,674,836 -14,615 -0.5%
First Trust Advisors
10
First Trust Advisors
Illinois
$362M 1,954,483 -181,963 -9%
Northern Trust
11
Northern Trust
Illinois
$352M 1,902,382 +249,389 +15%
Morgan Stanley
12
Morgan Stanley
New York
$332M 1,794,730 +594,782 +50%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$297M 1,601,420 -105,280 -6%
Norges Bank
14
Norges Bank
Norway
$290M 1,566,697 +1,566,697 New
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$288M 1,553,525 +1,197,564 +336%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$208M 1,121,741 -197,036 -15%
UBS AM
17
UBS AM
Illinois
$198M 1,071,121 -34,215 -3%
Principal Financial Group
18
Principal Financial Group
Iowa
$189M 1,019,134 -1,355 -0.1%
Renaissance Technologies
19
Renaissance Technologies
New York
$183M 989,700 +386,500 +64%
Amundi
20
Amundi
France
$182M 961,959 -115,651 -11%
Capital Research Global Investors
21
Capital Research Global Investors
California
$171M 925,762 -741,516 -44%
Charles Schwab
22
Charles Schwab
California
$152M 822,409 -10,946 -1%
UBS Group
23
UBS Group
Switzerland
$137M 738,736 +521,861 +241%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$120M 645,402 +24,741 +4%
Legal & General Group
25
Legal & General Group
United Kingdom
$117M 629,498 -2,839 -0.4%
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