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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
CWM
676
Cahaba Wealth Management
Georgia
$292K
BC
677
Bridgefront Capital
Texas
$291K
UCFA
678
United Capital Financial Advisors
Texas
$290K
C
679
Certuity
Florida
$287K
PFM
680
Patton Fund Management
Texas
$285K
LTAS
681
Linden Thomas Advisory Services
North Carolina
$284K
FWTB
682
First Western Trust Bank
Colorado
$282K
CAM
683
Clark Asset Management
New Hampshire
$282K
PB
684
Pinnacle Bancorp
Nebraska
$281K
SWGC
685
Summit Wealth Group (Colorado)
Colorado
$280K
SCM
686
Sheridan Capital Management
California
$276K
TAM
687
Trust Asset Management
Texas
$275K
PGF
688
Plan Group Financial
Oklahoma
$274K
KCM
689
Kathmere Capital Management
Pennsylvania
$274K
CAM
690
Claret Asset Management
Quebec, Canada
$273K
EFG
691
Ehrlich Financial Group
California
$273K
SAI
692
Savvy Advisors Inc
New York
$270K
BA
693
Bridgewater Advisors
New York
$268K
CBTWT
694
Community Bank & Trust (Waco, Texas)
Texas
$268K
SWM
695
Spire Wealth Management
Virginia
$268K
GRP
696
Global Retirement Partners
California
$264K
MIM
697
Moseley Investment Management
Florida
$263K
Bessemer Group
698
Bessemer Group
New Jersey
$263K
KWA
699
Kingswood Wealth Advisors
California
$262K
WAP
700
Wealthcare Advisory Partners
Pennsylvania
$262K