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Williams-Sonoma

904 hedge funds and large institutions have $18.6B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 358 increasing their positions, 314 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$744M)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$96.4M
2 +$85.2M
3 +$83.5M
4
Invesco
Invesco
Georgia
+$66.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$65.5M

Top Sellers

1 -$396M
2 -$165M
3 -$111M
4
Millennium Management
Millennium Management
New York
-$81.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
701
Ehrlich Financial Group
California
$228K
RF
702
Rossby Financial
Florida
$228K
PA
703
Procyon Advisors
Connecticut
$228K
SW
704
SkyOak Wealth
Michigan
$227K
AWS
705
Atria Wealth Solutions
New York
$226K
MIM
706
Moseley Investment Management
Florida
$225K
HI
707
Harbour Investments
Wisconsin
$224K
CBTWT
708
Community Bank & Trust (Waco, Texas)
Texas
$224K
LP
709
LGL Partners
Pennsylvania
$221K
Northwestern Mutual Wealth Management
710
Northwestern Mutual Wealth Management
Wisconsin
$221K
WAP
711
Wealthcare Advisory Partners
Pennsylvania
$219K
EI
712
EDMP Inc
Florida
$216K
SEIA
713
Signature Estate & Investment Advisors
California
$215K
BPWM
714
Badgley Phelps Wealth Managers
Washington
$213K
BAM
715
Belpointe Asset Management
Nevada
$213K
PA
716
Pinnacle Associates
New York
$213K
LS
717
Livforsakringsbolaget Skandia
Sweden
$212K
IB
718
Intrust Bank
Kansas
$212K
FWCM
719
Ferguson Wellman Capital Management
Oregon
$210K
BTI
720
Blue Trust Inc
Georgia
$210K
SC
721
Savant Capital
Illinois
$208K
OL
722
Optas LLC
Texas
$207K
A
723
AlphaQuest
New York
$206K
EWM
724
Evercore Wealth Management
New York
$205K
PWP
725
Phillips Wealth Planners
Mississippi
$204K