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Williams-Sonoma

922 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, 295 increasing their positions, 371 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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
PWP
726
Phillips Wealth Planners
Mississippi
$239K
MWM
727
Maridea Wealth Management
New York
$238K
FSA
728
Fort Sheridan Advisors
Illinois
$235K
ST
729
Spinnaker Trust
Maine
$235K
BB
730
Berkshire Bank
Massachusetts
$235K
MCC
731
Money Concepts Capital
Florida
$234K
AWM
732
Apollon Wealth Management
South Carolina
$233K
MA
733
MONECO Advisors
Connecticut
$231K
HNB
734
Huntington National Bank
Ohio
$227K
WT
735
Whittier Trust
California
$226K
CI
736
Cigna Investments
Connecticut
$225K
GAG
737
Goodman Advisory Group
Massachusetts
$224K
CCM
738
Consolidated Capital Management
California
$223K
JSW
739
Journey Strategic Wealth
New Jersey
$223K
OAM
740
Ostrum Asset Management
France
$222K
SB
741
Strategic Blueprint
Georgia
$220K
FFN
742
Focus Financial Network
Minnesota
$220K
AG
743
Algert Global
California
$219K
MIA
744
MainStreet Investment Advisors
Illinois
$219K
PCMC
745
Paragon Capital Management (Colorado)
Colorado
$218K
MWM
746
MOKAN Wealth Management
Kansas
$217K
TA
747
TFB Advisors
Kansas
$217K
LP
748
LGL Partners
Pennsylvania
$216K
CCM
749
Copeland Capital Management
Pennsylvania
$216K
HSA
750
HBK Sorce Advisory
Pennsylvania
$213K