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Williams-Sonoma

930 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 298 increasing their positions, 374 reducing their positions, and 72 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: 374

32% less call options, than puts

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

Holders
930
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
QFA
676
Quantum Financial Advisors
California
$294K
FIB
677
First Interstate Bank
Montana
$293K
CWM
678
Cahaba Wealth Management
Georgia
$292K
BC
679
Bridgefront Capital
Texas
$291K
UCFA
680
United Capital Financial Advisors
Texas
$290K
C
681
Certuity
Florida
$287K
PFM
682
Patton Fund Management
Texas
$285K
LTAS
683
Linden Thomas Advisory Services
North Carolina
$284K
FWTB
684
First Western Trust Bank
Colorado
$282K
CAM
685
Clark Asset Management
New Hampshire
$282K
PB
686
Pinnacle Bancorp
Nebraska
$281K
SWGC
687
Summit Wealth Group (Colorado)
Colorado
$280K
SCM
688
Sheridan Capital Management
California
$276K
TAM
689
Trust Asset Management
Texas
$275K
PGF
690
Plan Group Financial
Oklahoma
$274K
KCM
691
Kathmere Capital Management
Pennsylvania
$274K
CAM
692
Claret Asset Management
Quebec, Canada
$273K
EFG
693
Ehrlich Financial Group
California
$273K
SAI
694
Savvy Advisors Inc
New York
$270K
BA
695
Bridgewater Advisors
New York
$268K
CBTWT
696
Community Bank & Trust (Waco, Texas)
Texas
$268K
SWM
697
Spire Wealth Management
Virginia
$268K
GRP
698
Global Retirement Partners
California
$264K
MIM
699
Moseley Investment Management
Florida
$263K
Bessemer Group
700
Bessemer Group
New Jersey
$263K