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Williams-Sonoma

936 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 300 increasing their positions, 376 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

20% less repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 376

32% less call options, than puts

Call options by funds: $140M | Put options by funds: $205M

Holders
936
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$140M
Puts
$205M
Net Calls
Net Calls Change

Top Sellers

1 -$425M
2 -$89.8M
3 -$87.4M
4
BlackRock
BlackRock
New York
-$70.7M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CBUSF
551
Construction & Building Unions Superannuation Fund
Australia
$567K
Walleye Capital
552
Walleye Capital
New York
$566K
KWM
553
Kingsview Wealth Management
Oregon
$566K
WG
554
Winton Group
United Kingdom
$561K
SO
555
STRS Ohio
Ohio
$554K
DAS
556
Diversify Advisory Services
Utah
$544K
LFG
557
Larson Financial Group
Missouri
$543K
SSC
558
Syverson Strege & Co
Iowa
$538K
PWG
559
Portside Wealth Group
Utah
$537K
PI
560
PFG Investments
New York
$535K
CA
561
Cullinan Associates
Kentucky
$528K
JWM
562
Jeppson Wealth Management
California
$524K
Wealthfront Advisers
563
Wealthfront Advisers
California
$523K
BFWA
564
Benchmark Financial Wealth Advisors
Florida
$522K
AO
565
Advisor OS
Illinois
$521K
BEI
566
Benjamin Edwards Inc
Missouri
$517K
CG
567
Cynosure Group
Utah
$514K
OIA
568
OneDigital Investment Advisors
Kansas
$513K
FCBT
569
First Citizens Bank & Trust
North Carolina
$507K
MOS
570
MGO One Seven
Ohio
$497K
LOAMU
571
Lombard Odier Asset Management (USA)
New York
$497K
FTWA
572
Fifth Third Wealth Advisors
Ohio
$494K
NG
573
Norden Group
Utah
$490K
VT
574
Vise Technologies
New York
$490K
WWM
575
Whalen Wealth Management
Nevada
$490K