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Williams-Sonoma

613 hedge funds and large institutions have $7.96B invested in Williams-Sonoma in 2022 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 214 increasing their positions, 238 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
613
Holders Change
+5
Holders Change %
+0.82%
% of All Funds
10.6%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
73
Increased
214
Reduced
238
Closed
58
Calls
$213M
Puts
$310M
Net Calls
-$96.3M
Net Calls Change
-$66.8M
Name Holding Trade Value Shares
Change
Shares
Change %
Vontobel Holding
326
Vontobel Holding
Switzerland
$873K -$20.7K -338 -2%
LB
327
Legacy Bridge
Iowa
$854K
Creative Planning
328
Creative Planning
Kansas
$844K +$133K +2,252 +19%
AW
329
Alaethes Wealth
Nevada
$833K +$38.7K +656 +5%
GIA
330
GHP Investment Advisors
Colorado
$801K +$66.4K +1,126 +9%
LIM
331
Leavell Investment Management
Alabama
$800K
MYIA
332
Mount Yale Investment Advisors
Colorado
$765K -$11.3K -192 -1%
AWM
333
AE Wealth Management
Kansas
$759K +$4.95K +84 +0.7%
BJL
334
Brighton Jones LLC
Washington
$758K +$10.7K +182 +1%
PAS
335
Park Avenue Securities
New York
$756K +$43.7K +742 +6%
EF
336
Empowered Funds
Pennsylvania
$754K +$754K +12,790 New
IIM
337
Ironwood Investment Management
Massachusetts
$750K +$2.24K +38 +0.3%
SAM
338
Shell Asset Management
Netherlands
$742K -$120K -2,044 -14%
SAM
339
Securian Asset Management
Minnesota
$740K -$12.4K -210 -2%
TPW
340
Transatlantique Private Wealth
New York
$732K +$151K +2,568 +26%
VWM
341
Venturi Wealth Management
Texas
$728K -$353 -6 -0%
MCM
342
MAI Capital Management
Ohio
$726K -$514K -8,716 -41%
GC
343
Globeflex Capital
California
$722K +$544K +9,238 +307%
ACP
344
Ashfield Capital Partners
California
$718K
CAM
345
Covenant Asset Management
New Jersey
$714K -$5.07K -86 -0.7%
NSIM
346
North Star Investment Management
Illinois
$703K
MC
347
Maverick Capital
Texas
$698K +$698K +11,848 New
Jennison Associates
348
Jennison Associates
New York
$690K -$482K -8,170 -41%
KeyBank National Association
349
KeyBank National Association
Ohio
$685K -$28.4K -482 -4%
AFA
350
Abacus FCF Advisors
Florida
$682K -$49.4K -840 -7%