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Williams-Sonoma

902 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 312 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
+13
Holders Change %
+1.46%
% of All Funds
12.09%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
119
Increased
359
Reduced
312
Closed
88
Calls
$144M
Puts
$157M
Net Calls
-$12.8M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Shares
Change %
RF
701
Rossby Financial
Florida
$228K -$24.3K -149 -10%
PA
702
Procyon Advisors
Connecticut
$228K -$14.7K -90 -6%
SW
703
SkyOak Wealth
Michigan
$227K +$6.86K +42 +3%
AWS
704
Atria Wealth Solutions
New York
$226K
MIM
705
Moseley Investment Management
Florida
$225K +$2.45K +15 +1%
HI
706
Harbour Investments
Wisconsin
$224K +$169K +1,032 +304%
CBTWT
707
Community Bank & Trust (Waco, Texas)
Texas
$224K
LP
708
LGL Partners
Pennsylvania
$221K +$221K +1,106 New
Northwestern Mutual Wealth Management
709
Northwestern Mutual Wealth Management
Wisconsin
$221K +$12.6K +77 +6%
WAP
710
Wealthcare Advisory Partners
Pennsylvania
$219K -$3.27K -20 -1%
EI
711
EDMP Inc
Florida
$216K
SEIA
712
Signature Estate & Investment Advisors
California
$215K +$163 +1 +0.1%
BPWM
713
Badgley Phelps Wealth Managers
Washington
$213K -$327 -2 -0.2%
BAM
714
Belpointe Asset Management
Nevada
$213K +$213K +1,301 New
PA
715
Pinnacle Associates
New York
$213K +$213K +1,301 New
LS
716
Livforsakringsbolaget Skandia
Sweden
$212K
IB
717
Intrust Bank
Kansas
$212K -$23.5K -144 -10%
FWCM
718
Ferguson Wellman Capital Management
Oregon
$210K -$33K -202 -14%
BTI
719
Blue Trust Inc
Georgia
$210K +$25.3K +155 +14%
SC
720
Savant Capital
Illinois
$208K -$1.42M -8,662 -87%
OL
721
Optas LLC
Texas
$207K -$108K -660 -34%
A
722
AlphaQuest
New York
$206K +$136K +831 +193%
EWM
723
Evercore Wealth Management
New York
$205K +$205K +1,256 New
PWP
724
Phillips Wealth Planners
Mississippi
$204K +$204K +1,207 New
CIG
725
Cullen Investment Group
Louisiana
$203K +$203K +1,243 New