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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 %
CWS
451
Confluence Wealth Services
Pennsylvania
$224K -$24K -418 -10%
EWA
452
Exencial Wealth Advisors
Oklahoma
$223K +$223K +3,884 New
S
453
SignatureFD
Georgia
$223K -$34.6K -602 -13%
CFG
454
Citizens Financial Group
Rhode Island
$220K +$220K +3,830 New
ANTB
455
AMG National Trust Bank
Colorado
$218K
Brown Advisory
456
Brown Advisory
Maryland
$215K +$345 +6 +0.2%
LCM
457
Landscape Capital Management
New Jersey
$214K -$357K -6,218 -63%
DU
458
Delphia (USA)
Ontario, Canada
$211K +$211K +3,678 New
CIBC Asset Management
459
CIBC Asset Management
Ontario, Canada
$210K -$122K -2,128 -37%
IFWM
460
Institute for Wealth Management
Colorado
$209K -$3.45K -60 -2%
VDI
461
Vaughan David Investments
Illinois
$207K
JWM
462
Jeppson Wealth Management
California
$207K -$99.3K -1,728 -32%
AWM
463
Absher Wealth Management
North Carolina
$206K +$206K +3,590 New
CC
464
Corton Capital
Ontario, Canada
$205K +$205K +3,574 New
LFASL
465
Lugano Financial Advisors SA (LFA)
Switzerland
$204K -$204K -3,550 -50%
CI Investments Inc
466
CI Investments Inc
Ontario, Canada
$186K +$20.9K +364 +13%
BBHC
467
Brown Brothers Harriman & Co
New York
$178K -$10.8K -188 -6%
MCC
468
Money Concepts Capital
Florida
$177K -$131K -2,284 -43%
BAM
469
Belpointe Asset Management
Nevada
$176K -$58.1K -1,010 -25%
PI
470
PEAK6 Investments
Illinois
$150K +$150K +2,616 New
O
471
Ossiam
France
$147K +$65.8K +1,146 +81%
NA
472
NewEdge Advisors
Louisiana
$145K +$145K +3,210 New
CB
473
Centennial Bank
Arkansas
$144K +$144K +2,510 New
Group One Trading
474
Group One Trading
Illinois
$134K +$134K +2,336 New
PK
475
Pflug Koory
Nebraska
$134K +$5.88K +102 +5%