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Williams-Sonoma

938 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 375 reducing their positions, and 71 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: 301 | Existing positions reduced: 375

32% less call options, than puts

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

Holders
938
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 -$425M
2 -$89.8M
3 -$87.4M
4
BlackRock
BlackRock
New York
-$70.7M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CIG
726
Cullen Investment Group
Louisiana
$249K
FC
727
FORA Capital
Florida
$248K
TW
728
Trajan Wealth
Arizona
$247K
BTI
729
Blue Trust Inc
Georgia
$245K
CKAIS
730
Christensen King & Associates Investment Services
Washington
$242K
TRCT
731
Tower Research Capital (TRC)
New York
$241K
DT
732
Diversified Trust
Tennessee
$241K
EWM
733
Evercore Wealth Management
New York
$240K
PWP
734
Phillips Wealth Planners
Mississippi
$239K
MWM
735
Maridea Wealth Management
New York
$238K
FSA
736
Fort Sheridan Advisors
Illinois
$235K
ST
737
Spinnaker Trust
Maine
$235K
BB
738
Berkshire Bank
Massachusetts
$235K
MCC
739
Money Concepts Capital
Florida
$234K
AWM
740
Apollon Wealth Management
South Carolina
$233K
MA
741
MONECO Advisors
Connecticut
$231K
HNB
742
Huntington National Bank
Ohio
$227K
WT
743
Whittier Trust
California
$226K
CI
744
Cigna Investments
Connecticut
$225K
GAG
745
Goodman Advisory Group
Massachusetts
$224K
CCM
746
Consolidated Capital Management
California
$223K
JSW
747
Journey Strategic Wealth
New Jersey
$223K
OAM
748
Ostrum Asset Management
France
$222K
SB
749
Strategic Blueprint
Georgia
$220K
FFN
750
Focus Financial Network
Minnesota
$220K