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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
HAG
676
HighPoint Advisor Group
Illinois
$243K
FBT
677
First Bank & Trust
South Dakota
$242K
BA
678
Bridgewater Advisors
New York
$241K
TW
679
Trajan Wealth
Arizona
$240K
GRP
680
Global Retirement Partners
California
$240K
MIA
681
MainStreet Investment Advisors
Illinois
$240K
LTAS
682
Linden Thomas Advisory Services
North Carolina
$240K
PFM
683
Patton Fund Management
Texas
$238K
GAG
684
Goodman Advisory Group
Massachusetts
$237K
DO
685
denkapparat Operations
Germany
$237K
CAM
686
Clark Asset Management
New Hampshire
$236K
FWTB
687
First Western Trust Bank
Colorado
$236K
PB
688
Pinnacle Bancorp
Nebraska
$235K
KWA
689
Kingswood Wealth Advisors
California
$235K
MA
690
Mutual Advisors
Nebraska
$234K
SAI
691
Savvy Advisors Inc
New York
$234K
PGF
692
Plan Group Financial
Oklahoma
$232K
RS
693
Robeco Schweiz
Switzerland
$231K
CAM
694
Claret Asset Management
Quebec, Canada
$231K
SCM
695
Sheridan Capital Management
California
$230K
BWG
696
Berry Wealth Group
Texas
$230K
AI
697
Atria Investments
North Carolina
$230K
TAM
698
Trust Asset Management
Texas
$230K
DWM
699
Diversify Wealth Management
Utah
$229K
NG
700
Norden Group
Utah
$229K