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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
AWM
526
Aries Wealth Management
Maine
$598K
EAM
527
Empirical Asset Management
Massachusetts
$598K
CL
528
Choreo LLC
Illinois
$596K
AAS
529
Avantax Advisory Services
Texas
$594K
VDI
530
Vaughan David Investments
Illinois
$588K
DILIC
531
Dai-ichi Life Insurance Company
Japan
$585K
CTC
532
Central Trust Company
Missouri
$581K
CI Investments Inc
533
CI Investments Inc
Ontario, Canada
$575K
VT
534
Vise Technologies
New York
$574K
AWM
535
Absher Wealth Management
North Carolina
$573K
WDA
536
Wendell David Associates
New Hampshire
$572K
ECM
537
Everence Capital Management
Indiana
$572K
IC
538
IEQ Capital
California
$567K
BW
539
Basepoint Wealth
Iowa
$565K
DAS
540
Diversify Advisory Services
Utah
$564K
BFA
541
Buttonwood Financial Advisors
Maryland
$557K
SWP
542
Sagespring Wealth Partners
Tennessee
$553K
PCP
543
Perbak Capital Partners
United Kingdom
$544K
DT
544
Diversified Trust
Tennessee
$542K
KRSITF
545
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$542K
MAM
546
Meeder Asset Management
Ohio
$541K
Carson Wealth (CWM LLC)
547
Carson Wealth (CWM LLC)
Nebraska
$540K
BBHC
548
Brown Brothers Harriman & Co
New York
$529K
PC
549
Prairiewood Capital
North Dakota
$528K
EWA
550
EP Wealth Advisors
California
$527K