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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 %
SN
551
Sittner & Nelson
Oregon
$11K
ZIG
552
Zullo Investment Group
Pennsylvania
$11K
WT
553
Whittier Trust
California
$11K
PFGIA
554
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$109 +2 +1%
CAL
555
Capital Advisors Ltd
Ohio
$10K +$217 +4 +2%
PCG
556
Private Capital Group
Connecticut
$9K
ST
557
Smithfield Trust
Pennsylvania
$9K
BIA
558
Bell Investment Advisors
California
$9K +$9K +156 New
CP
559
Castleview Partners
Texas
$8.9K +$8.9K +600 New
JWA
560
JFS Wealth Advisors
Pennsylvania
$8K +$3.94K +70 +97%
ACA
561
Atlas Capital Advisors
Wyoming
$7.21K
TAIM
562
TD Ameritrade Investment Management
Nebraska
$7K
SIS
563
Sound Income Strategies
Florida
$7K
Baillie Gifford & Co
564
Baillie Gifford & Co
United Kingdom
$7K
FPS
565
Fieldpoint Private Securities
Connecticut
$6K -$16.9K -310 -74%
DWP
566
Destiny Wealth Partners
Florida
$6K
GWS
567
Glassman Wealth Services
Virginia
$6K +$3.28K +58 +121%
HR
568
Howe & Rusling
New York
$5K -$1.22K -20 -20%
EARNEST Partners
569
EARNEST Partners
Georgia
$5K
SSB
570
Sandy Spring Bank
Maryland
$5K
LF
571
Lee Financial
Texas
$5K +$1.59K +28 +47%
MCM
572
Manchester Capital Management
Vermont
$5K +$1.93K +34 +63%
GRP
573
Global Retirement Partners
California
$5K +$2.56K +42 +105%
BTI
574
Blue Trust Inc
Georgia
$5K +$5K +66 New
Bank of Montreal
575
Bank of Montreal
Ontario, Canada
$4.07K -$362 -5,970 -8%