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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
SPC
626
Sigma Planning Corp
Michigan
$388K
BWM
627
BAM Wealth Management
Colorado
$387K
SC
628
Sapient Capital
Indiana
$387K
KA
629
Klingman & Associates
New York
$386K
SAM
630
Smithbridge Asset Management
Pennsylvania
$386K
VCM
631
Versant Capital Management
Arizona
$378K
CDDEC
632
Caisse Des Depots Et Consignations
France
$377K
AMM
633
American Money Management
California
$376K
NP
634
NorthRock Partners
Minnesota
$375K
APG
635
Abacus Planning Group
South Carolina
$375K
VCM
636
Voleon Capital Management
California
$375K
SA
637
Sovran Advisors
California
$372K
PT
638
Plimoth Trust
Massachusetts
$371K
First Manhattan
639
First Manhattan
New York
$371K
PWAM
640
Private Wealth Asset Management
Iowa
$369K
APA
641
Astoria Portfolio Advisors
New York
$369K
KCP
642
Kera Capital Partners
California
$367K
HNW
643
High Note Wealth
Minnesota
$366K
WIA
644
World Investment Advisors
California
$365K
MEAC
645
M.E. Allison & Co
Texas
$363K
GWM
646
Geneos Wealth Management
Colorado
$358K
CFG
647
Citizens Financial Group
Rhode Island
$357K
MPWT
648
MassMutual Private Wealth & Trust
Connecticut
$356K
MC
649
Machina Capital
France
$356K
FC
650
Farringdon Capital
United Kingdom
$355K