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Williams-Sonoma

936 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 300 increasing their positions, 376 reducing their positions, and 71 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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 -$425M
2 -$89.8M
3 -$87.4M
4
BlackRock
BlackRock
New York
-$70.7M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PK
676
Pflug Koory
Nebraska
$296K
CAM
677
Covenant Asset Management
New Jersey
$294K
QFA
678
Quantum Financial Advisors
California
$294K
FIB
679
First Interstate Bank
Montana
$293K
CWM
680
Cahaba Wealth Management
Georgia
$292K
BC
681
Bridgefront Capital
Texas
$291K
UCFA
682
United Capital Financial Advisors
Texas
$290K
C
683
Certuity
Florida
$287K
PFM
684
Patton Fund Management
Texas
$285K
LTAS
685
Linden Thomas Advisory Services
North Carolina
$284K
FWTB
686
First Western Trust Bank
Colorado
$282K
CAM
687
Clark Asset Management
New Hampshire
$282K
PB
688
Pinnacle Bancorp
Nebraska
$281K
SCM
689
Sheridan Capital Management
California
$276K
TAM
690
Trust Asset Management
Texas
$275K
PGF
691
Plan Group Financial
Oklahoma
$274K
KCM
692
Kathmere Capital Management
Pennsylvania
$274K
CAM
693
Claret Asset Management
Quebec, Canada
$273K
EFG
694
Ehrlich Financial Group
California
$273K
SAI
695
Savvy Advisors Inc
New York
$270K
BA
696
Bridgewater Advisors
New York
$268K
CBTWT
697
Community Bank & Trust (Waco, Texas)
Texas
$268K
SWM
698
Spire Wealth Management
Virginia
$268K
GRP
699
Global Retirement Partners
California
$264K
MIM
700
Moseley Investment Management
Florida
$263K