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Williams-Sonoma

930 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 298 increasing their positions, 374 reducing their positions, and 72 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: 298 | Existing positions reduced: 374

32% less call options, than puts

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

Holders
930
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
GAG
576
GM Advisory Group
New York
$489K
FFA
577
Florida Financial Advisors
Florida
$484K
JA
578
JLB & Associates
Michigan
$482K
JG
579
Jain Global
New York
$479K
BW
580
Basepoint Wealth
Iowa
$479K
MYAM
581
Meiji Yasuda Asset Management
Japan
$479K
AOWM
582
Alpha Omega Wealth Management
Virginia
$477K
HIP
583
HUB Investment Partners
Texas
$476K
AIC
584
Archer Investment Corporation
Indiana
$476K
AFCM
585
Applied Finance Capital Management
Puerto Rico
$475K
GIA
586
GHP Investment Advisors
Colorado
$472K
CPCPP
587
Canada Post Corporation Pension Plan
Canada
$465K
MSE
588
MUFG Securities EMEA
United Kingdom
$460K
CP
589
Creekside Partners
California
$460K
JWCA
590
J.W. Cole Advisors
Florida
$458K
SC
591
Scotia Capital
Ontario, Canada
$457K
WPC
592
Wedmont Private Capital
Pennsylvania
$457K
PTC
593
Private Trust Company
Ohio
$456K
RA
594
RFG Advisory
Alabama
$454K
AA
595
ALPS Advisors
Colorado
$452K
GPWM
596
Grant Private Wealth Management
California
$452K
MWM
597
Manske Wealth Management
Texas
$450K
PGAM
598
Princeton Global Asset Management
New Jersey
$450K
AG
599
Ascent Group
Virginia
$444K
ACA
600
Aptus Capital Advisors
Alabama
$443K