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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
WA
626
Whipplewood Advisors
Colorado
$330K
SC
627
Sapient Capital
Indiana
$330K
RC
628
RBF Capital
California
$327K
GWP
629
Gateway Wealth Partners
Wisconsin
$327K
ITIM
630
Indiana Trust & Investment Management
Indiana
$327K
SAM
631
Smithbridge Asset Management
Pennsylvania
$326K
DADC
632
D.A. Davidson & Co
Montana
$325K
SPC
633
Sigma Planning Corp
Michigan
$324K
PWAM
634
Private Wealth Asset Management
Iowa
$321K
KA
635
Klingman & Associates
New York
$321K
AMM
636
American Money Management
California
$319K
CP
637
Canopy Partners
Ohio
$318K
GWM
638
Geneos Wealth Management
Colorado
$316K
APG
639
Abacus Planning Group
South Carolina
$313K
JWCA
640
J.W. Cole Advisors
Florida
$310K
NP
641
NorthRock Partners
Minnesota
$310K
VCM
642
Versant Capital Management
Arizona
$306K
HNW
643
High Note Wealth
Minnesota
$306K
FFM
644
Forum Financial Management
Illinois
$303K
RFC
645
Regions Financial Corp
Alabama
$303K
CPIG
646
Chicago Partners Investment Group
Illinois
$302K
WIA
647
World Investment Advisors
California
$302K
TIAA Trust, National Association
648
TIAA Trust, National Association
North Carolina
$299K
KCP
649
Kera Capital Partners
California
$296K
TIA
650
Tiemann Investment Advisors
California
$296K