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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 %
DFCM
551
Dark Forest Capital Management
Puerto Rico
$8.73K +$8.73K +152 New
RTL
552
Red Tortoise LLC
Georgia
$8.27K +$8.27K +144 New
FFA
553
Farther Finance Advisors
California
$7.93K +$7.93K +138 New
Baillie Gifford & Co
554
Baillie Gifford & Co
United Kingdom
$7.24K
GRP
555
Global Retirement Partners
California
$6.59K -$11K -190 -63%
CCM
556
Cribstone Capital Management
Maine
$5.75K
DWP
557
Destiny Wealth Partners
Florida
$5.75K
MPCL
558
My Personal CFO LLC
Washington
$5.75K +$5.75K +100 New
LF
559
Lee Financial
Texas
$5.63K -$2.53K -44 -31%
GWS
560
Glassman Wealth Services
Virginia
$5.63K +$690 +12 +14%
SSB
561
Sandy Spring Bank
Maryland
$5.62K
PWMG
562
Prestige Wealth Management Group
New Jersey
$5.4K +$5.06K +88 +1,467%
EARNEST Partners
563
EARNEST Partners
Georgia
$4.71K
JWA
564
JFS Wealth Advisors
Pennsylvania
$4.25K -$2.07K -36 -33%
WAS
565
Winch Advisory Services
Wisconsin
$4K
PGAM
566
Princeton Global Asset Management
New Jersey
$4K
MFC
567
Mechanics Financial Corp
Ohio
$4K +$2.29K +40 +133%
IHWM
568
Iron Horse Wealth Management
Iowa
$4K +$4K +70 New
FMII
569
Farmers & Merchants Investments Inc
Nebraska
$3.68K +$230 +4 +7%
MCM
570
Manchester Capital Management
Vermont
$3.45K -$1.61K -28 -32%
CMP
571
Coston McIsaac & Partners
Maine
$3.31K +$147 +2,564 +5%
SC
572
Schubert & Co
Texas
$3.1K -$1.95K -34 -39%
AA
573
AlphaMark Advisors
Kentucky
$3K
CCM
574
Copeland Capital Management
Pennsylvania
$3K +$3K +48 New
PFBT
575
Parkside Financial Bank & Trust
Missouri
$2.99K -$230 -4 -7%