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Williams-Sonoma

572 hedge funds and large institutions have $11.1B invested in Williams-Sonoma in 2021 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 196 increasing their positions, 210 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
572
Holders Change
+18
Holders Change %
+3.25%
% of All Funds
9.99%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
89
Increased
196
Reduced
210
Closed
65
Calls
$102M
Puts
$107M
Net Calls
-$5.17M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Shares
Change %
OWA
451
One Wealth Advisors
California
$230K +$230K +2,880 New
P
452
Pitcairn
Pennsylvania
$227K +$227K +2,844 New
WA
453
Wambolt & Associates
Colorado
$216K +$216K +2,700 New
VI
454
Vestcor Inc
New Brunswick, Canada
$212K
MAFM
455
Mid Atlantic Financial Management
Pennsylvania
$211K -$8.47K -106 -4%
AF
456
Advisornet Financial
Minnesota
$211K +$160 +2 +0.1%
PCP
457
Proficio Capital Partners
Massachusetts
$210K +$15.6K +196 +8%
DADC
458
D.A. Davidson & Co
Montana
$209K -$16K -200 -7%
AAS
459
Avantax Advisory Services
Texas
$207K -$525K -6,586 -72%
AWM
460
Absher Wealth Management
North Carolina
$203K -$44.4K -556 -18%
SFO
461
Standard Family Office
South Dakota
$196K -$960 -12 -0.5%
EMFAT
462
Emerald Mutual Fund Advisers Trust
Pennsylvania
$181K +$181K +2,270 New
SSC
463
Syverson Strege & Co
Iowa
$176K +$637 +8 +0.4%
CTC
464
Central Trust Company
Missouri
$166K -$26.7K -334 -14%
GWM
465
Geneos Wealth Management
Colorado
$164K -$11K -136 -6%
KBC Group
466
KBC Group
Belgium
$162K
FGAM
467
Financial Gravity Asset Management
Texas
$160K -$60
VanEck Associates
468
VanEck Associates
New York
$160K +$91.6K +1,150 +134%
SFSIG
469
San Francisco Sentry Investment Group
California
$154K
FWM
470
Focused Wealth Management
New York
$148K +$132K +1,650 +825%
CFB
471
Cullen/Frost Bankers
Texas
$146K +$18K +226 +14%
HFM
472
Harvest Fund Management
China
$140K
CFGS
473
Concourse Financial Group Securities
Alabama
$139K -$10.4K -130 -7%
BWM
474
BerganKDV Wealth Management
Minnesota
$139K
Schroder Investment Management Group
475
Schroder Investment Management Group
United Kingdom
$116K -$17.2K -216 -13%