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Williams-Sonoma

922 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 295 increasing their positions, 371 reducing their positions, and 70 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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 -$435M
2 -$92.1M
3 -$89.4M
4
BlackRock
BlackRock
New York
-$72.3M
5
Morgan Stanley
Morgan Stanley
New York
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BW
576
Basepoint Wealth
Iowa
$479K
MYAM
577
Meiji Yasuda Asset Management
Japan
$479K
AOWM
578
Alpha Omega Wealth Management
Virginia
$477K
HIP
579
HUB Investment Partners
Texas
$476K
AIC
580
Archer Investment Corporation
Indiana
$476K
AFCM
581
Applied Finance Capital Management
Puerto Rico
$475K
GIA
582
GHP Investment Advisors
Colorado
$472K
CPCPP
583
Canada Post Corporation Pension Plan
Canada
$465K
MSE
584
MUFG Securities EMEA
United Kingdom
$460K
CP
585
Creekside Partners
California
$460K
JWCA
586
J.W. Cole Advisors
Florida
$458K
SC
587
Scotia Capital
Ontario, Canada
$457K
WPC
588
Wedmont Private Capital
Pennsylvania
$457K
PTC
589
Private Trust Company
Ohio
$456K
RA
590
RFG Advisory
Alabama
$454K
AA
591
ALPS Advisors
Colorado
$452K
GPWM
592
Grant Private Wealth Management
California
$452K
MWM
593
Manske Wealth Management
Texas
$450K
PGAM
594
Princeton Global Asset Management
New Jersey
$450K
AG
595
Ascent Group
Virginia
$444K
ACA
596
Aptus Capital Advisors
Alabama
$443K
DFCM
597
Dark Forest Capital Management
Puerto Rico
$438K
PCP
598
Proficio Capital Partners
Massachusetts
$434K
R
599
Rebalance
California
$426K
CFO
600
Callan Family Office
Pennsylvania
$426K