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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
GM
626
GeoWealth Management
Illinois
$337K
CFO
627
Callan Family Office
Pennsylvania
$335K
CPCPP
628
Canada Post Corporation Pension Plan
Canada
$333K
WA
629
Whipplewood Advisors
Colorado
$330K
SC
630
Sapient Capital
Indiana
$330K
RC
631
RBF Capital
California
$327K
ITIM
632
Indiana Trust & Investment Management
Indiana
$327K
GWP
633
Gateway Wealth Partners
Wisconsin
$327K
SAM
634
Smithbridge Asset Management
Pennsylvania
$326K
DADC
635
D.A. Davidson & Co
Montana
$325K
SPC
636
Sigma Planning Corp
Michigan
$324K
PWAM
637
Private Wealth Asset Management
Iowa
$321K
KA
638
Klingman & Associates
New York
$321K
AMM
639
American Money Management
California
$319K
CP
640
Canopy Partners
Ohio
$318K
GWM
641
Geneos Wealth Management
Colorado
$316K
APG
642
Abacus Planning Group
South Carolina
$313K
JWCA
643
J.W. Cole Advisors
Florida
$310K
NP
644
NorthRock Partners
Minnesota
$310K
VCM
645
Versant Capital Management
Arizona
$306K
HNW
646
High Note Wealth
Minnesota
$306K
FFM
647
Forum Financial Management
Illinois
$303K
RFC
648
Regions Financial Corp
Alabama
$303K
CPIG
649
Chicago Partners Investment Group
Illinois
$302K
WIA
650
World Investment Advisors
California
$302K