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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 %
SSB
751
Sandy Spring Bank
Maryland
$16.4K +$2.54K +18 +18%
CIM
752
Contravisory Investment Management
Massachusetts
$16.1K -$13.6K -96 -46%
RL
753
Rogco LP
Oklahoma
$15K -$5.08K -36 -25%
CTC
754
Cetera Trust Company
Minnesota
$14.7K
JWA
755
JFS Wealth Advisors
Pennsylvania
$14.1K -$282 -2 -2%
CNBTD
756
Citizens National Bank Trust Department
Mississippi
$14.1K +$14.1K +100 New
MA
757
MCF Advisors
Kentucky
$13K
PWMG
758
Private Wealth Management Group
New Jersey
$12.7K
MCM
759
Manchester Capital Management
Vermont
$12.7K +$1.13K +8 +10%
AAP
760
Arax Advisory Partners
Colorado
$12.3K +$2.8K +20 +29%
SS
761
Sunbelt Securities
Texas
$12K
T
762
Tidemark
California
$11.9K
WIM
763
Westside Investment Management
California
$11.9K
CJ
764
Caitlin John
Michigan
$10.6K -$9.5K -68 -47%
W
765
WealthCollab
Washington
$10.4K
MTC
766
Matrix Trust Company
Colorado
$10K +$10K +72 New
AA
767
Ancora Advisors
Ohio
$9.6K
VWA
768
Valued Wealth Advisors
Utah
$9.6K +$4.24K +30 +79%
PGAM
769
Princeton Global Asset Management
New Jersey
$9.04K
KFI
770
Key Financial Inc
Pennsylvania
$8.75K
OWA
771
Opal Wealth Advisors
New York
$8.47K -$847 -6 -9%
IC
772
Innealta Capital
Texas
$8.19K +$8.19K +58 New
FUBT
773
First United Bank & Trust
Maryland
$7.91K
FMII
774
Farmers & Merchants Investments Inc
Nebraska
$7.34K
DCM
775
Davidson Capital Management
Texas
$7.34K