Question 1

Which hedge funds and institutional investors hold WSM?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for WSM shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for WSM whale holdings?

Accepted Answer

Conviction level reflects how significant WSM is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to WSM, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for WSM?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about WSM?

Accepted Answer

QoQ changes for WSM show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	5.8M	$1.1B	0.0%	$2896.4B
Renaissance Tech	680.5K	$124.1M	0.2%	$63.9B
American Century	437.7K	$79.8M	0.0%	$194.3B
Geode Capital	380.1K	$69.3M	0.0%	$1607.5B
Gotham Asset	265.3K	$48.4M	0.1%	$32.7B
Select Equity	233.1K	$42.5M	0.2%	$19.5B
DE Shaw	221.5K	$40.4M	0.0%	$166.3B
Citadel	94.0K	$17.1M	0.0%	$618.5B
DFA	91.7K	$16.7M	0.0%	$481.4B
Adage Capital	68.5K	$12.5M	0.0%	$64.8B
Millennium	65.1K	$11.9M	0.0%	$240.3B
Citadel	61.3K	$11.2M	0.0%	$618.5B
PDT Partners	52.3K	$9.5M	0.6%	$1.7B
Fisher Investments	49.3K	$9.0M	0.0%	$294.9B
Invesco	13.5K	$2.5M	0.0%	$653.3B
Cascade (Gates)	12.2K	$2.2M	1.3%	$168.9M
Citadel	9.7K	$1.8M	0.0%	$618.5B
Marshall Wace	7.8K	$1.4M	0.0%	$100.4B
GMO	7.6K	$1.4M	0.0%	$39.1B
Schonfeld	6.1K	$1.1M	0.0%	$14.2B
BlackRock	5.7K	$1.0M	—	$5723.5B
Fidelity (FMR)	5.5K	$1.0M	0.0%	$1898.4B
Point72	3.8K	$693K	0.0%	$78.1B
Wellington	3.0K	$543K	0.0%	$535.5B
Point72	2.8K	$511K	0.0%	$78.1B
Tudor	2.3K	$419K	0.0%	$53.9B
Tudor	1.8K	$328K	0.0%	$53.9B
Balyasny	1.8K	$325K	0.0%	$77.1B
Man Group	1.0K	$190K	0.0%	$55.1B
Franklin Templeton	234	$43K	—	$408.3B
Schonfeld	120	$22K	0.0%	$14.2B
Northern Trust	116	$21K	—	$756.6B
AQR Capital	94	$17K	—	$218.4B
Acadian	57.7K	$11K	0.0%	$70.5M
Neuberger Berman (Eisman)	50	$9K	—	$131.4B
Kayne Anderson	6	$1K	—	$34.0B

WSM

Who Holds WSM