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 %
TWA
551
TCI Wealth Advisors
Arizona
$13K +$342 +6 +3%
MIM
552
Macroview Investment Management
Maryland
$12K -$1.68K -28 -12%
WT
553
Whittier Trust
California
$12K
WTC
554
WhitTier Trust Company
Nevada
$12K
HPC
555
HM Payson & Co
Maine
$12K
NIC
556
Northwest Investment Counselors
Oregon
$12K
SN
557
Sittner & Nelson
Oregon
$12K
ZIG
558
Zullo Investment Group
Pennsylvania
$12K
GEA
559
Glen Eagle Advisors
New Jersey
$11.8K
BIA
560
Bell Investment Advisors
California
$11K +$2.06K +36 +23%
C
561
Covestor
United Kingdom
$10K -$72.7K -1,280 -88%
EI
562
Ellevest Inc
New York
$10K -$3.52K -62 -26%
ST
563
Smithfield Trust
Pennsylvania
$9K
LF
564
Lee Financial
Texas
$8K +$3.04K +54 +61%
Baillie Gifford & Co
565
Baillie Gifford & Co
United Kingdom
$7K
TFS
566
TrustCore Financial Services
Tennessee
$7K +$6.51K +106 +1,325%
JWA
567
JFS Wealth Advisors
Pennsylvania
$6K -$1.75K -32 -23%
DWP
568
Destiny Wealth Partners
Florida
$6K
SSB
569
Sandy Spring Bank
Maryland
$6K
LFG
570
Larson Financial Group
Missouri
$6K +$6K +96 New
CCM
571
Cribstone Capital Management
Maine
$6K +$6K +100 New
TPCW
572
TD Private Client Wealth
New York
$5.42K +$3.06K +52 +130%
TAIM
573
TD Ameritrade Investment Management
Nebraska
$5K -$3.46K -54 -41%
GWS
574
Glassman Wealth Services
Virginia
$5K -$1.16K -20 -19%
MCM
575
Manchester Capital Management
Vermont
$5K