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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
MWM
576
Maridea Wealth Management
New York
$445K
SSC
577
Syverson Strege & Co
Iowa
$442K
CA
578
Cullinan Associates
Kentucky
$441K
OIA
579
OneDigital Investment Advisors
Kansas
$441K
PWG
580
Portside Wealth Group
Utah
$440K
JWM
581
Jeppson Wealth Management
California
$438K
DEA
582
DoubleLine ETF Adviser
Florida
$438K
RB
583
Renasant Bank
Mississippi
$432K
GIA
584
GHP Investment Advisors
Colorado
$431K
CG
585
Cynosure Group
Utah
$429K
BEI
586
Benjamin Edwards Inc
Missouri
$429K
MYAM
587
Meiji Yasuda Asset Management
Japan
$424K
WPC
588
Wedmont Private Capital
Pennsylvania
$416K
CP
589
CenterBook Partners
Connecticut
$414K
FTWA
590
Fifth Third Wealth Advisors
Ohio
$412K
LCM
591
Laurion Capital Management
New York
$411K
GAG
592
GM Advisory Group
New York
$408K
AO
593
Advisor OS
Illinois
$406K
TC
594
TownSquare Capital
Utah
$405K
AOWM
595
Alpha Omega Wealth Management
Virginia
$400K
VI
596
Versor Investments
New York
$397K
SSA
597
Schonfeld Strategic Advisors
New York
$395K
AIC
598
Archer Investment Corporation
Indiana
$387K
PTC
599
Private Trust Company
Ohio
$383K
CAM
600
Congress Asset Management
Massachusetts
$382K