WSM icon

Williams-Sonoma

907 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 315 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $17.9B → $18.7B (+$744M)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$96.4M
2 +$85.2M
3 +$83.5M
4
Invesco
Invesco
Georgia
+$66.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$65.5M

Top Sellers

1 -$396M
2 -$165M
3 -$111M
4
Millennium Management
Millennium Management
New York
-$81.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
301
Mackenzie Financial
Ontario, Canada
$2.57M
SSWM
302
Sheets Smith Wealth Management
North Carolina
$2.57M
SAM
303
Shell Asset Management
Netherlands
$2.54M
GIP
304
Greatmark Investment Partners
Georgia
$2.54M
OAC
305
OMERS Administration Corp
Ontario, Canada
$2.53M
UM
306
UniSuper Management
Australia
$2.52M
SWMG
307
Signature Wealth Management Group
Georgia
$2.51M
AC
308
Arjuna Capital
North Carolina
$2.5M
BCV
309
Banque Cantonale Vaudoise
Switzerland
$2.48M
BOS
310
Bank of Stockton
California
$2.46M
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.45M
BDLIB
312
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.45M
SFS
313
Stiles Financial Services
Minnesota
$2.38M
PGFC
314
Peapack-Gladstone Financial Corp
New Jersey
$2.36M
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$2.31M
MOACM
316
Mutual of America Capital Management
New York
$2.3M
VFM
317
Vision Financial Markets
Connecticut
$2.25M
Wolverine Trading
318
Wolverine Trading
Illinois
$2.25M
AG
319
Algert Global
California
$2.23M
SDAM
320
Shulman DeMeo Asset Management
New York
$2.22M
WP
321
Woodline Partners
California
$2.17M
OQS
322
Occudo Quantitative Strategies
Florida
$2.16M
CAMV
323
Concord Asset Management (Virginia)
Virginia
$2.16M
CWP
324
Concord Wealth Partners
Virginia
$2.16M
USCWA
325
U.S. Capital Wealth Advisors
Texas
$2.15M