WSM icon

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 %
LOAMS
451
Lombard Odier Asset Management (Switzerland)
Switzerland
$253K -$104K -1,760 -29%
PCMC
452
Paragon Capital Management (Colorado)
Colorado
$252K -$4.72K -80 -2%
GT
453
Greenleaf Trust
Michigan
$250K +$3.41K +58 +1%
MS
454
Maven Securities
Jersey
$247K +$247K +4,188 New
MA
455
McBroom & Associates
Nevada
$246K
TA
456
TFG Advisers
Michigan
$242K +$28.9K +490 +14%
BAM
457
Belpointe Asset Management
Nevada
$240K -$52.5K -890 -18%
AOWM
458
Alpha Omega Wealth Management
Virginia
$240K
OC
459
Oppenheimer & Co
New York
$240K +$16.4K +278 +7%
WDA
460
Wendell David Associates
New Hampshire
$236K
NAMP
461
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$236K
CTC
462
Central Trust Company
Missouri
$236K +$79.7K +1,350 +51%
DA
463
DCM Advisors
New York
$236K +$236K +4,000 New
GLA
464
Great Lakes Advisors
Illinois
$235K +$235K +3,988 New
API
465
Advisor Partners II
California
$233K +$233K +3,946 New
ANTB
466
AMG National Trust Bank
Colorado
$224K
MPWT
467
MassMutual Private Wealth & Trust
Connecticut
$223K +$97.4K +1,650 +78%
SWM
468
Silverlake Wealth Management
Vermont
$222K
Brown Advisory
469
Brown Advisory
Maryland
$220K -$68.9K -1,168 -24%
IFWM
470
Institute for Wealth Management
Colorado
$218K -$3.54K -60 -2%
NVCHI
471
New Vernon Capital Holdings II
New Jersey
$217K -$119K -2,018 -35%
CAG
472
Csenge Advisory Group
Florida
$216K -$29.5K -502 -12%
FA
473
FDx Advisors
Illinois
$214K -$82.6K -1,404 -28%
B
474
Bailard
California
$214K +$214K +3,632 New
Wolverine Trading
475
Wolverine Trading
Illinois
$212K -$494K -8,056 -70%