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Williams-Sonoma

902 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, 312 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
+13
Holders Change %
+1.46%
% of All Funds
12.09%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
119
Increased
359
Reduced
312
Closed
88
Calls
$144M
Puts
$157M
Net Calls
-$12.8M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
526
Avantax Advisory Services
Texas
$594K +$142K +870 +31%
VDI
527
Vaughan David Investments
Illinois
$588K
DILIC
528
Dai-ichi Life Insurance Company
Japan
$585K -$351K -2,150 -38%
CTC
529
Central Trust Company
Missouri
$581K -$5.06K -31 -0.9%
CI Investments Inc
530
CI Investments Inc
Ontario, Canada
$575K -$18.6K -114 -3%
VT
531
Vise Technologies
New York
$574K +$574K +3,511 New
AWM
532
Absher Wealth Management
North Carolina
$573K +$21.2K +130 +4%
WDA
533
Wendell David Associates
New Hampshire
$572K
ECM
534
Everence Capital Management
Indiana
$572K
IC
535
IEQ Capital
California
$567K -$611K -3,741 -52%
DAS
536
Diversify Advisory Services
Utah
$564K +$564K +2,726 New
BFA
537
Buttonwood Financial Advisors
Maryland
$557K
SWP
538
Sagespring Wealth Partners
Tennessee
$553K -$9.48K -58 -2%
PCP
539
Perbak Capital Partners
United Kingdom
$544K +$544K +3,330 New
DT
540
Diversified Trust
Tennessee
$542K +$175K +1,074 +48%
KRSITF
541
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$542K -$37.6K -230 -6%
MAM
542
Meeder Asset Management
Ohio
$541K +$96.2K +589 +22%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$540K -$365K -2,236 -40%
BBHC
544
Brown Brothers Harriman & Co
New York
$529K +$40.8K +250 +8%
PC
545
Prairiewood Capital
North Dakota
$528K -$490 -3 -0.1%
EWA
546
EP Wealth Advisors
California
$527K +$277K +1,694 +110%
IP
547
Ignite Planners
California
$527K +$341 +2 +0.1%
WI
548
Wahed Invest
New York
$526K +$4.57K +28 +0.9%
APA
549
Astoria Portfolio Advisors
New York
$526K +$28.2K +156 +6%
CCA
550
Checchi Capital Advisers
California
$525K -$10.3K -63 -2%