WSM icon

Williams-Sonoma

902 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, 312 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
+13
Holders Change %
+1.46%
% of All Funds
12.09%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
119
Increased
359
Reduced
312
Closed
88
Calls
$144M
Puts
$157M
Net Calls
-$12.8M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Shares
Change %
C
751
Covestor
United Kingdom
$119K +$105K +644 +767%
BIG
752
Brooklyn Investment Group
New York
$119K +$26.6K +163 +29%
DIP
753
DT Investment Partners
Pennsylvania
$113K
AF
754
Allworth Financial
California
$111K +$39.7K +243 +56%
TFA
755
Transamerica Financial Advisors
Florida
$105K -$6.2K -38 -6%
AIM
756
Anchor Investment Management
South Carolina
$104K
GLF
757
Groupe la Francaise
France
$103K +$7.83K +48 +8%
EWM
758
Evermay Wealth Management
Virginia
$98K
PMFA
759
Plante Moran Financial Advisors
Michigan
$97K
HIA
760
Harbor Investment Advisory
Maryland
$96.9K
QL
761
Quarry LP
New York
$94.4K +$61.9K +379 +190%
EWA
762
EverSource Wealth Advisors
Alabama
$91.7K +$3.27K +20 +4%
BLC
763
Brown, Lisle/Cummings
Rhode Island
$91.5K
OIAM
764
OFI Invest Asset Management
France
$90.7K +$37.3K +268 +70%
UB
765
UMB Bank
Missouri
$80.5K -$67.3K -412 -46%
ADL
766
Asset Dedication LLC
California
$76.5K
HWM
767
Hemington Wealth Management
Virginia
$76K -$2.44K -15 -3%
AAS
768
Ameritas Advisory Services
Nebraska
$72K +$72K +441 New
AAP
769
Arax Advisory Partners
Colorado
$71.9K -$5.02K -27 -7%
BWL
770
Bogart Wealth LLC
Virginia
$66.8K +$490 +3 +0.7%
AF
771
Advisornet Financial
Minnesota
$66.8K -$16.8K -103 -20%
MHR
772
Matthew Hamilton Rosenberg
$64.5K
PSFG
773
Park Square Financial Group
Georgia
$60.6K +$21.4K +131 +55%
MSE
774
MUFG Securities EMEA
United Kingdom
$59.3K +$59.3K +363 New
TPW
775
Talon Private Wealth
Florida
$56.2K +$56.2K +344 New