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Williams-Sonoma

907 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, 315 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 → $18.7B (+$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
907
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
A
726
AlphaQuest
New York
$206K
EWM
727
Evercore Wealth Management
New York
$205K
PWP
728
Phillips Wealth Planners
Mississippi
$204K
CIG
729
Cullen Investment Group
Louisiana
$203K
CKAIS
730
Christensen King & Associates Investment Services
Washington
$203K
PWA
731
Providence Wealth Advisors
Illinois
$202K
JSW
732
Journey Strategic Wealth
New Jersey
$202K
SWP
733
Stratos Wealth Partners
Ohio
$201K
SAM
734
Smartleaf Asset Management
Massachusetts
$201K
SFO
735
Stenger Family Office
Illinois
$200K
OAM
736
Ostrum Asset Management
France
$192K
Bessemer Group
737
Bessemer Group
New Jersey
$190K
SOW
738
State of Wyoming
Wyoming
$190K
CFB
739
Cullen/Frost Bankers
Texas
$186K
VEA
740
Virtus ETF Advisers
New York
$183K
VNA
741
Valley National Advisers
Pennsylvania
$182K
CCM
742
Copeland Capital Management
Pennsylvania
$180K
HNB
743
Huntington National Bank
Ohio
$173K
TRCT
744
Tower Research Capital (TRC)
New York
$170K
WT
745
Whittier Trust
California
$170K
PMAM
746
Picton Mahoney Asset Management
Ontario, Canada
$165K
HT
747
Headlands Technologies
Illinois
$165K
JFGIW
748
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K
CAL
749
Capital Advisors Ltd
Ohio
$133K
AWM
750
Activest Wealth Management
Florida
$131K