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Williams-Sonoma

926 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 298 increasing their positions, 372 reducing their positions, and 70 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: 372

32% less call options, than puts

Call options by funds: $140M | Put options by funds: $205M

Holders
926
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
PWM
651
Paulson Wealth Management
Illinois
$352K
CAG
652
Csenge Advisory Group
Florida
$350K
Northwestern Mutual Wealth Management
653
Northwestern Mutual Wealth Management
Wisconsin
$341K
TIAA Trust, National Association
654
TIAA Trust, National Association
North Carolina
$339K
PA
655
Procyon Advisors
Connecticut
$338K
RFC
656
Regions Financial Corp
Alabama
$335K
FFM
657
Forum Financial Management
Illinois
$335K
PAM
658
Paradigm Asset Management
New York
$332K
SFI
659
Siemens Fonds Invest
Germany
$331K
TE
660
Tema ETFs
New York
$326K
IPAM
661
Investment Partners Asset Management
New Jersey
$325K
QIM
662
Quantitative Investment Management
Virginia
$324K
DADC
663
D.A. Davidson & Co
Montana
$321K
AFG
664
Atomi Financial Group
New York
$320K
BCG
665
BayBridge Capital Group
California
$313K
HAG
666
HighPoint Advisor Group
Illinois
$310K
CCG
667
Catalina Capital Group
California
$310K
FBT
668
First Bank & Trust
South Dakota
$309K
HFS
669
Hantz Financial Services
Michigan
$307K
RS
670
Robeco Schweiz
Switzerland
$302K
SW
671
SkyOak Wealth
Michigan
$297K
PK
672
Pflug Koory
Nebraska
$296K
CAM
673
Covenant Asset Management
New Jersey
$294K
QFA
674
Quantum Financial Advisors
California
$294K
FIB
675
First Interstate Bank
Montana
$293K