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Williams-Sonoma

922 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, 295 increasing their positions, 371 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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
UCFA
676
United Capital Financial Advisors
Texas
$290K
C
677
Certuity
Florida
$287K
PFM
678
Patton Fund Management
Texas
$285K
LTAS
679
Linden Thomas Advisory Services
North Carolina
$284K
FWTB
680
First Western Trust Bank
Colorado
$282K
CAM
681
Clark Asset Management
New Hampshire
$282K
PB
682
Pinnacle Bancorp
Nebraska
$281K
SWGC
683
Summit Wealth Group (Colorado)
Colorado
$280K
SCM
684
Sheridan Capital Management
California
$276K
TAM
685
Trust Asset Management
Texas
$275K
PGF
686
Plan Group Financial
Oklahoma
$274K
KCM
687
Kathmere Capital Management
Pennsylvania
$274K
CAM
688
Claret Asset Management
Quebec, Canada
$273K
EFG
689
Ehrlich Financial Group
California
$273K
SAI
690
Savvy Advisors Inc
New York
$270K
BA
691
Bridgewater Advisors
New York
$268K
CBTWT
692
Community Bank & Trust (Waco, Texas)
Texas
$268K
SWM
693
Spire Wealth Management
Virginia
$268K
GRP
694
Global Retirement Partners
California
$264K
MIM
695
Moseley Investment Management
Florida
$263K
Bessemer Group
696
Bessemer Group
New Jersey
$263K
KWA
697
Kingswood Wealth Advisors
California
$262K
WAP
698
Wealthcare Advisory Partners
Pennsylvania
$262K
HI
699
Harbour Investments
Wisconsin
$259K
3IP
700
3Chopt Investment Partners
Virginia
$259K