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Williams-Sonoma

611 hedge funds and large institutions have $7.6B invested in Williams-Sonoma in 2022 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 187 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
9.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.15%
New
92
Increased
187
Reduced
234
Closed
84
Calls
$190M
Puts
$273M
Net Calls
-$83.2M
Net Calls Change
+$13.1M
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
326
Creative Planning
Kansas
$697K -$126K -2,200 -15%
GIA
327
GHP Investment Advisors
Colorado
$694K -$86.5K -1,506 -11%
NSIM
328
North Star Investment Management
Illinois
$686K
IIM
329
Ironwood Investment Management
Massachusetts
$678K -$53.1K -924 -7%
DIA
330
Dana Investment Advisors
Wisconsin
$677K -$657K -11,432 -49%
BFM
331
Boothbay Fund Management
New York
$676K +$178K +3,104 +36%
VPIM
332
Vanguard Personalized Indexing Management
California
$640K -$249K -4,332 -28%
KeyBank National Association
333
KeyBank National Association
Ohio
$631K -$37.1K -646 -6%
LFM
334
Lumina Fund Management
New York
$621K +$115K +2,000 +23%
CAN
335
Cetera Advisor Networks
California
$618K +$247K +4,290 +66%
JWM
336
JGP Wealth Management
Oregon
$616K +$59.1K +1,028 +11%
MSRPS
337
Maryland State Retirement & Pension System
Maryland
$615K +$615K +10,706 New
BI
338
Berkeley Inc
Idaho
$614K +$24.8K +432 +4%
GC
339
Globeflex Capital
California
$614K -$90K -1,566 -13%
MOS
340
MGO One Seven
Ohio
$610K -$77.7K -1,352 -11%
EAM
341
Eukles Asset Management
Ohio
$609K +$2.18K +38 +0.4%
TAF
342
Tredje AP-fonden
Sweden
$599K +$599K +10,422 New
DC
343
Davenport & Co
Virginia
$596K -$16.4K -286 -3%
JF
344
Jump Financial
Illinois
$591K +$591K +10,290 New
AWS
345
Atria Wealth Solutions
New York
$572K -$358K -6,236 -39%
EMG
346
ETF Managers Group
New Jersey
$571K +$23.3K +406 +4%
LNWWM
347
Laird Norton Wetherby Wealth Management
California
$562K -$50.5K -878 -8%
Northwestern Mutual Wealth Management
348
Northwestern Mutual Wealth Management
Wisconsin
$556K +$44.6K +776 +9%
ETC
349
Exchange Traded Concepts
Oklahoma
$556K +$447K +7,788 +414%
CB
350
Commerce Bank
Missouri
$554K +$210K +3,656 +61%