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Williams-Sonoma

814 hedge funds and large institutions have $17.4B invested in Williams-Sonoma in 2024 Q2 according to their latest regulatory filings, with 111 funds opening new positions, 276 increasing their positions, 314 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
814
Holders Change
+13
Holders Change %
+1.62%
% of All Funds
11.84%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.25%
New
111
Increased
276
Reduced
314
Closed
86
Calls
$288M
Puts
$401M
Net Calls
-$114M
Net Calls Change
+$23.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BTI
676
Blue Trust Inc
Georgia
$177K +$110K +690 +164%
FFA
677
Farther Finance Advisors
California
$175K +$134K +968 +327%
FWM
678
Focused Wealth Management
New York
$169K +$169K +1,200 New
JWM
679
Janiczek Wealth Management
Colorado
$160K +$26.3K +186 +20%
AWM
680
Avior Wealth Management
Nebraska
$158K -$87.5K -620 -36%
EWA
681
EverSource Wealth Advisors
Alabama
$149K +$67.9K +878 +83%
Walleye Capital
682
Walleye Capital
New York
$140K -$3.24M -22,958 -96%
CT
683
Colonial Trust
South Carolina
$138K
HNB
684
Huntington National Bank
Ohio
$133K +$31.1K +220 +31%
C
685
Covestor
United Kingdom
$130K +$98.3K +696 +311%
GRP
686
Global Retirement Partners
California
$129K -$283 -2 -0.2%
WT
687
Whittier Trust
California
$121K +$63.5K +450 +110%
NL
688
NVWM LLC
Pennsylvania
$120K
CAL
689
Capital Advisors Ltd
Ohio
$115K
SWM
690
Spire Wealth Management
Virginia
$113K -$106K -750 -48%
ADL
691
Asset Dedication LLC
California
$113K
VIA
692
Virtus Investment Advisers
Connecticut
$113K +$113K +800 New
AWM
693
Activest Wealth Management
Florida
$113K +$113K +800 New
Bessemer Group
694
Bessemer Group
New Jersey
$112K -$27K -190 -19%
QC
695
Quent Capital
New York
$101K +$282 +2 +0.3%
DIP
696
DT Investment Partners
Pennsylvania
$98K -$15K -106 -13%
SOW
697
State of Wyoming
Wyoming
$90.6K +$90.4K +640 +32,000%
AIC
698
Archer Investment Corporation
Indiana
$84.7K -$28.2K -200 -25%
EWM
699
Evermay Wealth Management
Virginia
$84.7K
PMFA
700
Plante Moran Financial Advisors
Michigan
$83.9K