Williams-Sonoma
899 hedge funds and large institutions have $21.7B invested in Williams-Sonoma in 2024 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 236 increasing their positions, 377 reducing their positions, and 74 closing their positions.
115% more first-time investments, than exits
New positions opened: 159 | Existing positions closed: 74
50% more funds holding in top 10
Funds holding in top 10: 18 → 27 (+9)
14% more capital invested
Capital invested by funds: $19B → $21.7B (+$2.75B)
8% more funds holding
Funds holding: 829 → 899 (+70)
1.75% less ownership
Funds ownership: 96.93% → 95.19% (-1.7%)
25% less call options, than puts
Call options by funds: $356M | Put options by funds: $476M
37% less repeat investments, than reductions
Existing positions increased: 236 | Existing positions reduced: 377
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
+$190M |
| 2 |
Millennium Management
New York
|
+$95.9M |
| 3 |
Morgan Stanley
New York
|
+$94.4M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$82.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$74.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$477M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$329M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$164M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$118M |
| 5 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$46.5M |
WSM Hedge Fund Activity: Q4 2024 in Review
899 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q4 2024, worth a combined $21.7B — up 14% from $19B a quarter earlier.
Buyers outnumbered sellers: 159 funds opened new WSM positions and 74 closed out — a net gain of 85 holders — while 236 added to existing stakes and 377 trimmed.
The largest buyer was D.E. Shaw & Co, adding an estimated $190M. The largest seller was Fidelity Investments, cutting an estimated $477M.
- 899 institutional investors held Williams-Sonoma (WSM) as of Q4 2024, up from 829 in Q3 2024.
- Funds reported $21.7B of Williams-Sonoma stock for Q4 2024, up 14% quarter-over-quarter.
- 159 funds opened new Williams-Sonoma positions in Q4 2024 and 74 closed out, a net change of +85 holders.
- The largest Williams-Sonoma buyer in Q4 2024 was D.E. Shaw & Co, an estimated $190M added.
- The largest Williams-Sonoma seller in Q4 2024 was Fidelity Investments, an estimated $477M sold.
Based on aggregated 13F filings for Q4 2024.