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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
CL
526
Choreo LLC
Illinois
$596K
AAS
527
Avantax Advisory Services
Texas
$594K
VDI
528
Vaughan David Investments
Illinois
$588K
DILIC
529
Dai-ichi Life Insurance Company
Japan
$585K
CTC
530
Central Trust Company
Missouri
$581K
CI Investments Inc
531
CI Investments Inc
Ontario, Canada
$575K
VT
532
Vise Technologies
New York
$574K
AWM
533
Absher Wealth Management
North Carolina
$573K
ECM
534
Everence Capital Management
Indiana
$572K
WDA
535
Wendell David Associates
New Hampshire
$572K
IC
536
IEQ Capital
California
$567K
BW
537
Basepoint Wealth
Iowa
$565K
DAS
538
Diversify Advisory Services
Utah
$564K
BFA
539
Buttonwood Financial Advisors
Maryland
$557K
SWP
540
Sagespring Wealth Partners
Tennessee
$553K
PCP
541
Perbak Capital Partners
United Kingdom
$544K
DT
542
Diversified Trust
Tennessee
$542K
KRSITF
543
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$542K
MAM
544
Meeder Asset Management
Ohio
$541K
Carson Wealth (CWM LLC)
545
Carson Wealth (CWM LLC)
Nebraska
$540K
BBHC
546
Brown Brothers Harriman & Co
New York
$529K
PC
547
Prairiewood Capital
North Dakota
$528K
EWA
548
EP Wealth Advisors
California
$527K
IP
549
Ignite Planners
California
$527K
WI
550
Wahed Invest
New York
$526K