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Williams-Sonoma

649 hedge funds and large institutions have $12B invested in Williams-Sonoma in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 214 increasing their positions, 218 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
649
Holders Change
+54
Holders Change %
+9.08%
% of All Funds
10.02%
Holding in Top 10
9
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-30.77%
% of All Funds
0.14%
New
132
Increased
214
Reduced
218
Closed
70
Calls
$226M
Puts
$226M
Net Calls
+$7K
Net Calls Change
-$24.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
626
Toth Financial Advisory
Virginia
$3K +$3K +40 New
SWM
627
Sugarloaf Wealth Management
Georgia
$3K +$3K +40 New
EBA
628
Eagle Bay Advisors
New York
$2K -$4.22K -38 -68%
LPWM
629
Lake Point Wealth Management
Texas
$2K
CA
630
Clearstead Advisors
Ohio
$2K
VCM
631
Versant Capital Management
Arizona
$2K
WT
632
Washington Trust
Rhode Island
$2K +$222 +2 +13%
TSWM
633
Tyler-Stone Wealth Management
Ohio
$2K +$2K +20 New
BBPWM
634
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2K +20 New
MWM
635
Mascoma Wealth Management
New Hampshire
$2K +$2K +26 New
SC
636
Schubert & Co
Texas
$2K +$2K +28 New
SWA
637
Sutton Wealth Advisors
Florida
$1.35K +$1.35K +16 New
BIM
638
Baldwin Investment Management
Pennsylvania
$1.03K +$1.03K +12,154 New
TFS
639
TrustCore Financial Services
Tennessee
$1K -$750 -6 -43%
LIM
640
Longfellow Investment Management
Massachusetts
$1K
PWMG
641
Prestige Wealth Management Group
New Jersey
$1K
BWA
642
BDO Wealth Advisors
Florida
$1K +$1K +6 New
EI
643
Ellevest Inc
New York
$1K +$1K +8 New
MPWT
644
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +8 New
CP
645
Castleview Partners
Texas
$62 +$62 +20,972 New
FGAM
646
Financial Gravity Asset Management
Texas
$26 +$26 +676 New
BBHC
647
Brown Brothers Harriman & Co
New York
$23 -$19 -230 -45%
WIM
648
Westside Investment Management
California
$7
Two Sigma Investments
649
Two Sigma Investments
New York
-$33.1M -373,274 Closed
Voloridge Investment Management
650
Voloridge Investment Management
Florida
-$21.6M -244,016 Closed