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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
IP
551
Ignite Planners
California
$527K
WI
552
Wahed Invest
New York
$526K
APA
553
Astoria Portfolio Advisors
New York
$526K
CCA
554
Checchi Capital Advisers
California
$525K
SC
555
Syon Capital
California
$513K
KWM
556
Kingsview Wealth Management
Oregon
$513K
MFAM
557
Motley Fool Asset Management
Virginia
$513K
MYIA
558
Mount Yale Investment Advisors
Colorado
$510K
GCP
559
GSA Capital Partners
United Kingdom
$506K
VSQM
560
V-Square Quantitative Management
Illinois
$505K
BAAM
561
Baker Avenue Asset Management
California
$498K
FRM
562
Fox Run Management
Connecticut
$494K
GI
563
GAMMA Investing
California
$493K
PA
564
Parallel Advisors
California
$493K
Fifth Third Bancorp
565
Fifth Third Bancorp
Ohio
$486K
CAG
566
Csenge Advisory Group
Florida
$483K
CCIA
567
Campbell & Co Investment Adviser
Maryland
$482K
CP
568
Creekside Partners
California
$467K
PCP
569
Proficio Capital Partners
Massachusetts
$463K
FFA
570
Florida Financial Advisors
Florida
$458K
BFWA
571
Benchmark Financial Wealth Advisors
Florida
$458K
SC
572
Scotia Capital
Ontario, Canada
$457K
WWM
573
Whalen Wealth Management
Nevada
$455K
SA
574
Sovran Advisors
California
$451K
SMA
575
Seven Mile Advisory
New Jersey
$450K