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Williams-Sonoma

889 hedge funds and large institutions have $17.9B invested in Williams-Sonoma in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 283 increasing their positions, 369 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
12.08%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.29%
New
127
Increased
283
Reduced
369
Closed
107
Calls
$224M
Puts
$271M
Net Calls
-$46.9M
Net Calls Change
+$73.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FWTB
701
First Western Trust Bank
Colorado
$228K -$51.1K -323 -18%
CAM
702
Clark Asset Management
New Hampshire
$228K +$6.01K +38 +3%
IB
703
Intrust Bank
Kansas
$228K -$2.06K -13 -0.9%
PB
704
Pinnacle Bancorp
Nebraska
$228K
CCM
705
Consolidated Capital Management
California
$228K +$228K +1,440 New
UCFA
706
United Capital Financial Advisors
Texas
$226K +$43.6K +276 +24%
RS
707
Robeco Schweiz
Switzerland
$224K +$30.4K +192 +16%
SCM
708
Sheridan Capital Management
California
$223K
OWA
709
One Wealth Advisors
California
$221K -$209K -1,320 -49%
PGF
710
Plan Group Financial
Oklahoma
$221K +$221K +1,400 New
EFG
711
Ehrlich Financial Group
California
$221K
CBTWT
712
Community Bank & Trust (Waco, Texas)
Texas
$217K -$7.92K -50 -4%
CWM
713
Congress Wealth Management
Massachusetts
$217K -$3.25M -20,536 -94%
MIM
714
Moseley Investment Management
Florida
$215K +$4.27K +27 +2%
WAP
715
Wealthcare Advisory Partners
Pennsylvania
$215K -$5.06K -32 -2%
SW
716
SkyOak Wealth
Michigan
$213K -$240K -1,518 -53%
ETC
717
Exchange Traded Concepts
Oklahoma
$211K +$185K +1,173 +733%
SAM
718
Silvercrest Asset Management
New York
$210K +$210K +1,328 New
CKAIS
719
Christensen King & Associates Investment Services
Washington
$210K -$20.6K -122 -9%
TW
720
Trajan Wealth
Arizona
$210K -$101K -638 -32%
EI
721
EDMP Inc
Florida
$209K -$52.2K -330 -20%
PCA
722
Pallas Capital Advisors
Massachusetts
$209K +$209K +1,319 New
AWS
723
Atria Wealth Solutions
New York
$208K -$214K -1,353 -51%
Bessemer Group
724
Bessemer Group
New Jersey
$208K +$22.6K +143 +12%
SEIA
725
Signature Estate & Investment Advisors
California
$207K