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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
PWM
651
Paulson Wealth Management
Illinois
$294K
PA
652
PharVision Advisers
Florida
$286K
IA
653
IFP Advisors
Florida
$284K
IPAM
654
Investment Partners Asset Management
New Jersey
$282K
PAM
655
Paradigm Asset Management
New York
$278K
LOAMU
656
Lombard Odier Asset Management (USA)
New York
$277K
SFI
657
Siemens Fonds Invest
Germany
$276K
MF
658
Magnetar Financial
Illinois
$275K
CFG
659
Citizens Financial Group
Rhode Island
$269K
BCG
660
BayBridge Capital Group
California
$262K
AFG
661
Atomi Financial Group
New York
$260K
CCG
662
Catalina Capital Group
California
$259K
AWA
663
Aaron Wealth Advisors
Illinois
$259K
HFS
664
Hantz Financial Services
Michigan
$257K
TA
665
TFB Advisors
Kansas
$256K
FFP
666
FourThought Financial Partners
Florida
$255K
WTC
667
WhitTier Trust Company
Nevada
$255K
PFGIA
668
Patriot Financial Group Insurance Agency
Massachusetts
$251K
MPM
669
MBB Public Markets
Illinois
$251K
PK
670
Pflug Koory
Nebraska
$251K
CAM
671
Covenant Asset Management
New Jersey
$246K
QFA
672
Quantum Financial Advisors
California
$245K
FIB
673
First Interstate Bank
Montana
$245K
CWM
674
Cahaba Wealth Management
Georgia
$244K
UCFA
675
United Capital Financial Advisors
Texas
$244K