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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 %
ETC
726
Exchange Traded Concepts
Oklahoma
$23.8K -$6.99K -44 -23%
CA
727
Clearstead Advisors
Ohio
$23K
CJ
728
Caitlin John
Michigan
$23K -$7.35K -46 -24%
SWS
729
SYSTM Wealth Solutions
Illinois
$22.9K -$8.89K -56 -28%
RTL
730
Red Tortoise LLC
Georgia
$22.9K
RL
731
Rogco LP
Oklahoma
$22.5K -$32.7K -206 -59%
SAM
732
Smartleaf Asset Management
Massachusetts
$21K +$12.2K +78 +139%
EA
733
Evolution Advisers
Virginia
$21K
FFA
734
Frazier Financial Advisors
Ohio
$21K +$9.84K +62 +89%
DCP
735
Distillate Capital Partners
Illinois
$21K +$21K +132 New
FDCP
736
Foster Dykema Cabot & Partners
Massachusetts
$19.4K
MFC
737
Mechanics Financial Corp
Ohio
$19.1K +$7.94K +50 +71%
WT
738
Washington Trust
Rhode Island
$19.1K +$19.1K +120 New
LFA
739
LGT Financial Advisors
Texas
$18.4K +$14.3K +90 +346%
UB
740
UMB Bank
Missouri
$17.5K +$5.4K +34 +45%
CTC
741
Cetera Trust Company
Minnesota
$16.5K
TC
742
Truvestments Capital
Florida
$16.5K +$16.5K +104 New
JWA
743
JFS Wealth Advisors
Pennsylvania
$16.2K
SSB
744
Sandy Spring Bank
Maryland
$15.5K
MAM
745
Meeder Asset Management
Ohio
$15.2K +$15.2K +96 New
MA
746
MCF Advisors
Kentucky
$14.6K -$25.1K -158 -63%
PWMG
747
Private Wealth Management Group
New Jersey
$14.3K
SS
748
Sunbelt Securities
Texas
$13.4K +$13.4K +84 New
T
749
Tidemark
California
$13.3K
WIM
750
Westside Investment Management
California
$13.3K