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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
JSSH
351
J. Safra Sarasin Holding
$1.87M
NSIM
352
North Star Investment Management
Illinois
$1.87M
EP
353
Edgestream Partners
New Jersey
$1.85M
Wellington Management Group
354
Wellington Management Group
Massachusetts
$1.84M
FAM
355
Formidable Asset Management
Ohio
$1.81M
VWM
356
Venturi Wealth Management
Texas
$1.8M
KCM
357
Kerusso Capital Management
North Carolina
$1.8M
IIM
358
Ironwood Investment Management
Massachusetts
$1.8M
MML Investors Services
359
MML Investors Services
Massachusetts
$1.79M
JWM
360
JGP Wealth Management
Oregon
$1.79M
CA
361
Clearstead Advisors
Ohio
$1.78M
FCBT
362
First Citizens Bank & Trust
North Carolina
$1.78M
FB
363
Fulton Bank
Pennsylvania
$1.78M
BCM
364
Bayesian Capital Management
New York
$1.75M
OPERF
365
Oregon Public Employees Retirement Fund
Oregon
$1.73M
IMCOOI
366
Investment Management Corp of Ontario (IMCO)
Canada
$1.73M
TAF
367
Tredje AP-fonden
Sweden
$1.72M
CS
368
Candriam SCA
Luxembourg
$1.7M
LB
369
Legacy Bridge
Iowa
$1.67M
AV
370
ASR Vermogensbeheer
Netherlands
$1.66M
TRSOTSOK
371
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M
MJRIC
372
Mogy Joel R Investment Counsel
California
$1.65M
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$1.63M
TFP
374
Tilia Fiduciary Partners
North Carolina
$1.61M
CB
375
Commerce Bank
Missouri
$1.6M