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Williams-Sonoma

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
HIM
501
Hillsdale Investment Management
Ontario, Canada
$537K +$537K +3,800 New
DCM
502
DGS Capital Management
New Jersey
$532K +$332K +2,350 +166%
B
503
Bailard
California
$528K
PA
504
Profund Advisors
Maryland
$526K -$190K -1,344 -26%
CL
505
Choreo LLC
Illinois
$525K +$286K +2,062 +120%
FC
506
Fulcrum Capital
Washington
$525K
WSFS
507
Wilmington Savings Fund Society
Delaware
$524K -$2.54K -18 -0.5%
TI
508
Tidal Investments
Wisconsin
$521K -$1.72M -12,158 -77%
MYIA
509
Mount Yale Investment Advisors
Colorado
$516K +$5.65K +40 +1%
HFS
510
Hantz Financial Services
Michigan
$515K -$55.9K -396 -10%
TCMP
511
Thrive Capital Management (Pennsylvania)
Pennsylvania
$513K +$237K +1,678 +86%
VDI
512
Vaughan David Investments
Illinois
$508K
CTC
513
Central Trust Company
Missouri
$507K -$46K -326 -8%
CIBC Asset Management
514
CIBC Asset Management
Ontario, Canada
$505K -$22K -156 -4%
FTDI
515
First Trust Direct Indexing
Massachusetts
$504K +$120K +848 +31%
AG
516
Ascent Group
Virginia
$504K +$169K +1,200 +51%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$503K +$237K +1,678 +89%
CI Investments Inc
518
CI Investments Inc
Ontario, Canada
$500K -$141K -1,000 -22%
NGA
519
Naples Global Advisors
Florida
$495K -$141K -1,000 -22%
CCA
520
Checchi Capital Advisers
California
$476K
CW
521
CreativeOne Wealth
Kansas
$474K -$227K -1,606 -32%
AWM
522
Absher Wealth Management
North Carolina
$472K -$10.2K -72 -2%
SW
523
SkyOak Wealth
Michigan
$472K -$63K -446 -12%
RCA
524
Resonant Capital Advisors
Wisconsin
$471K +$34.7K +246 +8%
IGAM
525
iA Global Asset Management
Quebec, Canada
$469K +$469K +3,324 New