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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
PTC
601
Private Trust Company
Ohio
$383K
CAM
602
Congress Asset Management
Massachusetts
$382K
LFG
603
Larson Financial Group
Missouri
$382K
SI
604
Saxon Interests
Texas
$381K
PA
605
Profund Advisors
Maryland
$377K
CB
606
Centennial Bank
Arkansas
$376K
MWM
607
Manske Wealth Management
Texas
$376K
PGAM
608
Princeton Global Asset Management
New Jersey
$376K
QIM
609
Quantitative Investment Management
Virginia
$371K
MEAC
610
M.E. Allison & Co
Texas
$369K
RA
611
RFG Advisory
Alabama
$365K
ACA
612
Aptus Capital Advisors
Alabama
$364K
PCIA
613
Prime Capital Investment Advisors
Kansas
$364K
3IP
614
3Chopt Investment Partners
Virginia
$362K
Wealthfront Advisers
615
Wealthfront Advisers
California
$357K
R
616
Rebalance
California
$356K
PT
617
Plimoth Trust
Massachusetts
$354K
MPWT
618
MassMutual Private Wealth & Trust
Connecticut
$352K
Luther King Capital Management (LKCM)
619
Luther King Capital Management (LKCM)
Texas
$352K
KB
620
Kimelman & Baird
New York
$350K
AA
621
ALPS Advisors
Colorado
$347K
CGL
622
Clarius Group LLC
Washington
$341K
CWS
623
Confluence Wealth Services
Pennsylvania
$341K
AG
624
Ascent Group
Virginia
$340K
KPWS
625
Kestra Private Wealth Services
Texas
$337K