WSM icon

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 %
WAS
576
Winch Advisory Services
Wisconsin
$4K
IHWM
577
Iron Horse Wealth Management
Iowa
$4K
SC
578
Schubert & Co
Texas
$4K +$2.25K +36 +129%
MFT
579
Moisand Fitzgerald Tamayo
Florida
$3K -$1.11K -20 -27%
BFEC
580
Benjamin F. Edwards & Company
Missouri
$3K
AA
581
AlphaMark Advisors
Kentucky
$3K +$3K +50 New
CWP
582
Concord Wealth Partners
Virginia
$3K +$2.89K +50 +2,500%
TWP
583
TFO Wealth Partners
Ohio
$3K +$3K +56 New
TPCW
584
TD Private Client Wealth
New York
$2.22K +$444 +8 +25%
Loomis, Sayles & Company
585
Loomis, Sayles & Company
Massachusetts
$2K -$196K -3,520 -99%
PFBT
586
Parkside Financial Bank & Trust
Missouri
$2K -$1.22K -22 -38%
First Manhattan
587
First Manhattan
New York
$2K
AAP
588
Arax Advisory Partners
Colorado
$2K +$2K +28 New
AWM
589
Atticus Wealth Management
Florida
$2K +$2K +36 New
CA
590
Crewe Advisors
Utah
$2K +$2K +44 New
SWA
591
Sutton Wealth Advisors
Florida
$1.11K -$111 -2 -9%
TFA
592
Toth Financial Advisory
Virginia
$1K -$1K -20 -50%
DI
593
Disciplined Investments
Oklahoma
$1K -$857 -12 -46%
FMP
594
Financial Management Professionals
Texas
$1K -$667 -8 -40%
LIM
595
Longfellow Investment Management
Massachusetts
$1K
VCM
596
Vigilant Capital Management
Maine
$1K
GWMIA
597
Global Wealth Management Investment Advisory
Florida
$1K
LPWM
598
Lake Point Wealth Management
Texas
$1K
BBPWM
599
Blue Bell Private Wealth Management
Pennsylvania
$1K
VCM
600
Versant Capital Management
Arizona
$1K