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Williams-Sonoma

902 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, 312 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
+13
Holders Change %
+1.46%
% of All Funds
12.09%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
119
Increased
359
Reduced
312
Closed
88
Calls
$144M
Puts
$157M
Net Calls
-$12.8M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
626
Sapient Capital
Indiana
$330K +$2.94K +18 +0.9%
GWP
627
Gateway Wealth Partners
Wisconsin
$327K
ITIM
628
Indiana Trust & Investment Management
Indiana
$327K
RC
629
RBF Capital
California
$327K
SAM
630
Smithbridge Asset Management
Pennsylvania
$326K +$163 +1 +0.1%
DADC
631
D.A. Davidson & Co
Montana
$325K -$470K -2,875 -59%
SPC
632
Sigma Planning Corp
Michigan
$324K -$6.53K -40 -2%
PWAM
633
Private Wealth Asset Management
Iowa
$321K +$12.3K +75 +4%
KA
634
Klingman & Associates
New York
$321K -$20.1K -123 -6%
AMM
635
American Money Management
California
$319K +$1.47K +9 +0.5%
CP
636
Canopy Partners
Ohio
$318K
GWM
637
Geneos Wealth Management
Colorado
$316K -$324K -1,985 -51%
APG
638
Abacus Planning Group
South Carolina
$313K +$6.86K +42 +2%
JWCA
639
J.W. Cole Advisors
Florida
$310K +$310K +1,899 New
NP
640
NorthRock Partners
Minnesota
$310K -$34.8K -213 -10%
VCM
641
Versant Capital Management
Arizona
$306K -$171K -1,044 -36%
HNW
642
High Note Wealth
Minnesota
$306K
FFM
643
Forum Financial Management
Illinois
$303K +$38.2K +234 +14%
RFC
644
Regions Financial Corp
Alabama
$303K +$37.6K +230 +14%
CPIG
645
Chicago Partners Investment Group
Illinois
$302K +$28.8K +157 +11%
WIA
646
World Investment Advisors
California
$302K -$73.4K -449 -20%
TIAA Trust, National Association
647
TIAA Trust, National Association
North Carolina
$299K +$6.54K +40 +2%
KCP
648
Kera Capital Partners
California
$296K +$296K +1,814 New
TIA
649
Tiemann Investment Advisors
California
$296K -$12.3K -75 -4%
PWM
650
Paulson Wealth Management
Illinois
$294K -$1.8K -11 -0.6%