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Williams-Sonoma

801 hedge funds and large institutions have $19.6B invested in Williams-Sonoma in 2024 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 215 increasing their positions, 291 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
+129
Holders Change %
+19.2%
% of All Funds
11.61%
Holding in Top 10
26
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+52.94%
% of All Funds
0.38%
New
192
Increased
215
Reduced
291
Closed
51
Calls
$647M
Puts
$785M
Net Calls
-$138M
Net Calls Change
-$6.07M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
701
Whittier Trust
California
$65.1K -$43.5K -274 -40%
BWL
702
Bogart Wealth LLC
Virginia
$63.5K
RFS
703
Richardson Financial Services
Massachusetts
$58.4K -$16.5K -104 -22%
GWSG
704
GPS Wealth Strategies Group
Colorado
$57.9K -$1.72M -10,844 -97%
CT
705
Clearstead Trust
Maine
$57.2K -$91.8K -578 -62%
FCA
706
FinTrust Capital Advisors
South Carolina
$54.6K -$111K -698 -67%
RA
707
Rise Advisors
New York
$53.3K +$53.3K +336 New
Credit Agricole
708
Credit Agricole
France
$52.8K +$45K +322 +575%
FFA
709
Farther Finance Advisors
California
$46.6K
OP
710
ORG Partners
Indiana
$44.7K +$44.7K +284 New
BIA
711
Bell Investment Advisors
California
$42.6K
WTC
712
WhitTier Trust Company
Nevada
$40.6K -$2.54K -16 -6%
QL
713
Quarry LP
New York
$38.7K +$28.3K +178 +270%
C
714
Covestor
United Kingdom
$35K -$12.2K -78 -26%
MHR
715
Matthew Hamilton Rosenberg
$34.3K
CIM
716
Contravisory Investment Management
Massachusetts
$33.3K +$33.3K +210 New
NFSG
717
Newbridge Financial Services Group
Florida
$32.9K -$3.79K -24 -10%
SN
718
Sittner & Nelson
Oregon
$31.8K
HPC
719
HM Payson & Co
Maine
$31.8K
NIC
720
Northwest Investment Counselors
Oregon
$31.8K +$31.8K +200 New
BCWM
721
Bartlett & Co Wealth Management
Ohio
$29.8K -$61.9K -390 -67%
EC
722
EntryPoint Capital
New York
$29.5K +$24.8K +156 +520%
HGERS
723
Householder Group Estate & Retirement Specialist
Arizona
$26.4K
CSWM
724
Cassady Schiller Wealth Management
Ohio
$26.4K
ST
725
Smithfield Trust
Pennsylvania
$25K