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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
CKAIS
726
Christensen King & Associates Investment Services
Washington
$242K
TRCT
727
Tower Research Capital (TRC)
New York
$241K
DT
728
Diversified Trust
Tennessee
$241K
EWM
729
Evercore Wealth Management
New York
$240K
PWP
730
Phillips Wealth Planners
Mississippi
$239K
MWM
731
Maridea Wealth Management
New York
$238K
ST
732
Spinnaker Trust
Maine
$235K
BB
733
Berkshire Bank
Massachusetts
$235K
FSA
734
Fort Sheridan Advisors
Illinois
$235K
MCC
735
Money Concepts Capital
Florida
$234K
AWM
736
Apollon Wealth Management
South Carolina
$233K
MA
737
MONECO Advisors
Connecticut
$231K
HNB
738
Huntington National Bank
Ohio
$227K
WT
739
Whittier Trust
California
$226K
CI
740
Cigna Investments
Connecticut
$225K
GAG
741
Goodman Advisory Group
Massachusetts
$224K
CCM
742
Consolidated Capital Management
California
$223K
JSW
743
Journey Strategic Wealth
New Jersey
$223K
OAM
744
Ostrum Asset Management
France
$222K
SB
745
Strategic Blueprint
Georgia
$220K
FFN
746
Focus Financial Network
Minnesota
$220K
AG
747
Algert Global
California
$219K
MIA
748
MainStreet Investment Advisors
Illinois
$219K
PCMC
749
Paragon Capital Management (Colorado)
Colorado
$218K
MWM
750
MOKAN Wealth Management
Kansas
$217K