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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 %
MHR
726
Matthew Hamilton Rosenberg
$30.2K
CA
727
Crewe Advisors
Utah
$29.1K +$29.1K +206 New
SN
728
Sittner & Nelson
Oregon
$28.2K
HPC
729
HM Payson & Co
Maine
$28.2K
BCWM
730
Bartlett & Co Wealth Management
Ohio
$26.5K
FFA
731
Frazier Financial Advisors
Ohio
$26.3K +$7.62K +54 +41%
A
732
AlphaQuest
New York
$26.3K +$26.3K +186 New
JFGIW
733
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$25.4K +$25.4K +180 New
LFA
734
LGT Financial Advisors
Texas
$25.1K +$8.75K +62 +53%
CSWM
735
Cassady Schiller Wealth Management
Ohio
$23.4K
ST
736
Smithfield Trust
Pennsylvania
$23K
HGERS
737
Householder Group Estate & Retirement Specialist
Arizona
$23K
VCM
738
Versant Capital Management
Arizona
$22.9K +$17.8K +126 +350%
GLR
739
Great Lakes Retirement
Ohio
$22.9K +$22.9K +162 New
ATPW
740
Ashton Thomas Private Wealth
Arizona
$20.9K -$1.11M -7,860 -98%
RTL
741
Red Tortoise LLC
Georgia
$20.3K
MSFP
742
Mark Sheptoff Financial Planning
Connecticut
$19.8K +$19.8K +140 New
RWMG
743
Redwood Wealth Management Group
New Jersey
$19.5K +$19.5K +138 New
MAM
744
Meeder Asset Management
Ohio
$18.1K +$4.52K +32 +33%
EA
745
Evolution Advisers
Virginia
$18K
SWS
746
SYSTM Wealth Solutions
Illinois
$17.8K -$2.54K -18 -13%
RI
747
Ridgewood Investments
New Jersey
$17.3K +$17.3K +122 New
FDCP
748
Foster Dykema Cabot & Partners
Massachusetts
$17.2K
WT
749
Washington Trust
Rhode Island
$16.9K
MFC
750
Mechanics Financial Corp
Ohio
$16.9K