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Williams-Sonoma

904 hedge funds and large institutions have $18.6B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 358 increasing their positions, 314 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 → $18.6B (+$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
904
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
SSWM
301
Sheets Smith Wealth Management
North Carolina
$2.57M
SAM
302
Shell Asset Management
Netherlands
$2.54M
GIP
303
Greatmark Investment Partners
Georgia
$2.54M
OAC
304
OMERS Administration Corp
Ontario, Canada
$2.53M
UM
305
UniSuper Management
Australia
$2.52M
SWMG
306
Signature Wealth Management Group
Georgia
$2.51M
AC
307
Arjuna Capital
North Carolina
$2.5M
BCV
308
Banque Cantonale Vaudoise
Switzerland
$2.48M
BOS
309
Bank of Stockton
California
$2.46M
FDCDDQ
310
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.45M
BDLIB
311
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.45M
SFS
312
Stiles Financial Services
Minnesota
$2.38M
PGFC
313
Peapack-Gladstone Financial Corp
New Jersey
$2.36M
SMDAM
314
Sumitomo Mitsui DS Asset Management
Japan
$2.31M
MOACM
315
Mutual of America Capital Management
New York
$2.3M
VFM
316
Vision Financial Markets
Connecticut
$2.25M
Wolverine Trading
317
Wolverine Trading
Illinois
$2.25M
AG
318
Algert Global
California
$2.23M
SDAM
319
Shulman DeMeo Asset Management
New York
$2.22M
WP
320
Woodline Partners
California
$2.17M
OQS
321
Occudo Quantitative Strategies
Florida
$2.16M
CAMV
322
Concord Asset Management (Virginia)
Virginia
$2.16M
CWP
323
Concord Wealth Partners
Virginia
$2.16M
USCWA
324
U.S. Capital Wealth Advisors
Texas
$2.15M
Los Angeles Capital Management
325
Los Angeles Capital Management
California
$2.14M