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Williams-Sonoma

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M
Name Holding Trade Value Shares
Change
Shares
Change %
CWS
501
Confluence Wealth Services
Pennsylvania
$495K
WA
502
Wambolt & Associates
Colorado
$493K +$493K +3,134 New
KFS
503
Kaizen Financial Strategies
California
$491K +$491K +3,090 New
RCA
504
Resonant Capital Advisors
Wisconsin
$490K +$490K +3,088 New
JWM
505
Jeppson Wealth Management
California
$487K -$8.89K -56 -2%
IP
506
Ignite Planners
California
$487K -$1.26K -8 -0.3%
Lido Advisors
507
Lido Advisors
California
$487K +$31.4K +198 +7%
Envestnet Portfolio Solutions
508
Envestnet Portfolio Solutions
Illinois
$480K -$32.7K -206 -6%
AOWM
509
Alpha Omega Wealth Management
Virginia
$476K -$81K -510 -15%
GWP
510
Gateway Wealth Partners
Wisconsin
$476K
IP
511
Isthmus Partners
Wisconsin
$475K -$24.1K -152 -5%
BBHC
512
Brown Brothers Harriman & Co
New York
$469K
KeyBank National Association
513
KeyBank National Association
Ohio
$468K
ECM
514
Evergreen Capital Management
Washington
$464K +$18.7K +118 +4%
GCA
515
Greenwood Capital Associates
South Carolina
$462K
SMA
516
Seven Mile Advisory
New Jersey
$457K +$635 +4 +0.1%
TW
517
Trajan Wealth
Arizona
$453K +$453K +2,854 New
GCM
518
Genus Capital Management
British Columbia, Canada
$451K +$451K +2,842 New
GCP
519
GSA Capital Partners
United Kingdom
$449K -$79.8K -502 -15%
DA
520
Denali Advisors
California
$445K -$191K -1,204 -30%
HI
521
Handelsinvest Investeringsforvaltning
Denmark
$445K -$231K -1,454 -34%
DPAM
522
Degroof Petercam Asset Management
Belgium
$445K +$445K +2,800 New
BRIA
523
Balanced Rock Investment Advisors
Massachusetts
$444K -$156K -982 -26%
CA
524
CoreCap Advisors
Michigan
$439K -$34.3K -216 -7%
BCM
525
Brown Capital Management
Maryland
$437K