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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
VNA
751
Valley National Advisers
Pennsylvania
$212K
DWM
752
Diversify Wealth Management
Utah
$212K
KIM
753
Kestra Investment Management
Texas
$211K
SC
754
Savant Capital
Illinois
$210K
CSA
755
Cottage Street Advisors
Massachusetts
$210K
CAG
756
Crestwood Advisors Group
Massachusetts
$209K
LIM
757
Leavell Investment Management
Alabama
$208K
SLC
758
Second Line Capital
Louisiana
$207K
SAM
759
Silvercrest Asset Management
New York
$205K
GXJ
760
Global X Japan
Japan
$204K
PS
761
Planned Solutions
California
$203K
PWA
762
Providence Wealth Advisors
Illinois
$202K
A
763
AlphaQuest
New York
$200K
RCM
764
Richardson Capital Management
Wisconsin
$195K
LS
765
Livforsakringsbolaget Skandia
Sweden
$195K
ASN
766
Advisory Services Network
Georgia
$170K
JFGIW
767
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K
AWM
768
Activest Wealth Management
Florida
$163K
CAL
769
Capital Advisors Ltd
Ohio
$160K
CT
770
Colonial Trust
South Carolina
$151K
CFB
771
Cullen/Frost Bankers
Texas
$142K
SOW
772
State of Wyoming
Wyoming
$138K
DIP
773
DT Investment Partners
Pennsylvania
$136K
QC
774
Quent Capital
New York
$134K
OIAM
775
OFI Invest Asset Management
France
$132K