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Williams-Sonoma

608 hedge funds and large institutions have $7.77B invested in Williams-Sonoma in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 244 increasing their positions, 196 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-11
Holders Change %
-1.78%
% of All Funds
10.28%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
77
Increased
244
Reduced
196
Closed
78
Calls
$103M
Puts
$133M
Net Calls
-$29.6M
Net Calls Change
+$2.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SEI Investments
451
SEI Investments
Pennsylvania
$242K +$23.6K +430 +11%
PCMC
452
Paragon Capital Management (Colorado)
Colorado
$242K +$242K +4,356 New
RC
453
Roundview Capital
New Jersey
$234K +$234K +4,224 New
GT
454
Greenleaf Trust
Michigan
$233K +$42.5K +764 +22%
CAG
455
Csenge Advisory Group
Florida
$232K -$14.7K -264 -6%
MA
456
McBroom & Associates
Nevada
$232K
BDF
457
Balasa Dinverno & Foltz
$231K +$231K +4,158 New
AOWM
458
Alpha Omega Wealth Management
Virginia
$226K
SW
459
SVB Wealth
Massachusetts
$226K +$226K +4,086 New
SEC
460
Seven Eight Capital
New York
$225K +$225K +4,058 New
OTPPB
461
Ontario Teachers' Pension Plan Board
Ontario, Canada
$224K +$224K +4,046 New
NAMP
462
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$222K
WDA
463
Wendell David Associates
New Hampshire
$222K
IB
464
Intrust Bank
Kansas
$220K -$182K -3,276 -45%
FRM
465
Fox Run Management
Connecticut
$219K +$219K +3,942 New
PFS
466
Prospera Financial Services
Texas
$212K -$93.5K -1,678 -31%
PGAM
467
Princeton Global Asset Management
New Jersey
$212K -$35.6K -640 -14%
OC
468
Oppenheimer & Co
New York
$211K -$166K -2,990 -44%
SWM
469
Silverlake Wealth Management
Vermont
$209K
IFWM
470
Institute for Wealth Management
Colorado
$208K +$27.7K +500 +15%
AP
471
Advisor Partners
California
$207K +$8.44K +152 +4%
Bessemer Group
472
Bessemer Group
New Jersey
$204K +$777 +14 +0.4%
TA
473
TFG Advisers
Michigan
$201K +$11.1K +200 +6%
LFASL
474
Lugano Financial Advisors SA (LFA)
Switzerland
$196K
Acadian Asset Management
475
Acadian Asset Management
Massachusetts
$196K +$65.3K +1,178 +50%