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Williams-Sonoma

886 hedge funds and large institutions have $21.7B invested in Williams-Sonoma in 2024 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 233 increasing their positions, 371 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
886
Holders Change
+67
Holders Change %
+8.18%
% of All Funds
11.79%
Holding in Top 10
27
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+50%
% of All Funds
0.36%
New
157
Increased
233
Reduced
371
Closed
75
Calls
$356M
Puts
$476M
Net Calls
-$120M
Net Calls Change
-$60.7M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
726
Spire Wealth Management
Virginia
$203K +$73.9K +399 +57%
PCM
727
Prelude Capital Management
New York
$202K -$161K -872 -44%
PWA
728
Providence Wealth Advisors
Illinois
$201K +$201K +1,010 New
AWM
729
Avior Wealth Management
Nebraska
$177K +$2.59K +14 +1%
PS
730
Principal Securities
Iowa
$157K -$11.5K -62 -7%
UB
731
UMB Bank
Missouri
$156K +$57K +308 +58%
NL
732
NVWM LLC
Pennsylvania
$153K
CAL
733
Capital Advisors Ltd
Ohio
$151K
VIA
734
Virtus Investment Advisers
Connecticut
$148K
AWM
735
Activest Wealth Management
Florida
$148K
CFB
736
Cullen/Frost Bankers
Texas
$144K -$91.8K -496 -39%
TFA
737
Transamerica Financial Advisors
Florida
$139K +$1.3K +7 +0.9%
HNB
738
Huntington National Bank
Ohio
$132K -$10.7K -58 -8%
QC
739
Quent Capital
New York
$129K +$185 +1 +0.1%
DIP
740
DT Investment Partners
Pennsylvania
$129K
SG Americas Securities
741
SG Americas Securities
New York
$126K -$403K -2,174 -76%
AIM
742
Anchor Investment Management
South Carolina
$122K
PPA
743
Painted Porch Advisors
California
$122K +$38.9K +210 +47%
EWM
744
Evermay Wealth Management
Virginia
$111K
WT
745
Whittier Trust
California
$111K -$9.81K -53 -8%
PMFA
746
Plante Moran Financial Advisors
Michigan
$110K
HIA
747
Harbor Investment Advisory
Maryland
$110K
WTC
748
WhitTier Trust Company
Nevada
$104K +$60.9K +329 +142%
BLC
749
Brown, Lisle/Cummings
Rhode Island
$104K +$104K +560 New
GLF
750
Groupe la Francaise
France
$95.4K +$95.4K +516 New