WSM icon

Williams-Sonoma

583 hedge funds and large institutions have $8.06B invested in Williams-Sonoma in 2023 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 188 increasing their positions, 235 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
-20
Holders Change %
-3.32%
% of All Funds
9.19%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
79
Increased
188
Reduced
235
Closed
93
Calls
$114M
Puts
$168M
Net Calls
-$54M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
401
Cooper Financial Group
California
$321K +$12.5K +200 +4%
PCMC
402
Paragon Capital Management (Colorado)
Colorado
$320K +$54.3K +868 +20%
TAM
403
Taurus Asset Management
New York
$313K
HH
404
Hilltop Holdings
Texas
$311K +$311K +4,968 New
TA
405
TFG Advisers
Michigan
$310K +$9.51K +152 +3%
SC
406
Scotia Capital
Ontario, Canada
$308K +$308K +4,930 New
Wealth Enhancement Advisory Services
407
Wealth Enhancement Advisory Services
Minnesota
$307K +$307K +4,900 New
DI
408
DFPG Investments
Utah
$306K -$862K -13,088 -74%
SFS
409
Stiles Financial Services
Minnesota
$305K +$305K +4,868 New
API
410
Advisor Partners II
California
$304K +$33.5K +536 +12%
OC
411
Oppenheimer & Co
New York
$304K -$14.1K -226 -4%
MIA
412
MainStreet Investment Advisors
Illinois
$303K +$8.51K +136 +3%
V
413
Veritable
Delaware
$300K +$58.3K +932 +24%
IFU
414
iSAM Funds (UK)
United Kingdom
$297K +$297K +4,746 New
CW
415
CreativeOne Wealth
Kansas
$295K +$58.5K +934 +25%
SIA
416
SkyView Investment Advisors
New Jersey
$288K +$288K +4,610 New
OIA
417
OneDigital Investment Advisors
Kansas
$286K +$286K +4,576 New
CP
418
Covenant Partners
Tennessee
$286K -$4K -64 -1%
NGA
419
Naples Global Advisors
Florida
$282K
CFAM
420
Center For Asset Management
Florida
$281K +$281K +4,492 New
PCM
421
Penserra Capital Management
California
$278K +$23K +368 +9%
CP
422
Camelot Portfolios
Ohio
$276K +$3.76K +60 +1%
EWA
423
Exencial Wealth Advisors
Oklahoma
$275K +$21.5K +344 +9%
SW
424
SkyOak Wealth
Michigan
$273K +$36.2K +578 +15%
GCM
425
Gallacher Capital Management
Colorado
$268K -$474K -7,580 -64%