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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
RI
751
Ridgewood Investments
New Jersey
$131K
CT
752
Colonial Trust
South Carolina
$126K
SWM
753
Spire Wealth Management
Virginia
$121K
DZ Bank
754
DZ Bank
Germany
$120K
C
755
Covestor
United Kingdom
$119K
BIG
756
Brooklyn Investment Group
New York
$119K
DIP
757
DT Investment Partners
Pennsylvania
$113K
AF
758
Allworth Financial
California
$111K
TFA
759
Transamerica Financial Advisors
Florida
$105K
AIM
760
Anchor Investment Management
South Carolina
$104K
GLF
761
Groupe la Francaise
France
$103K
EWM
762
Evermay Wealth Management
Virginia
$98K
PMFA
763
Plante Moran Financial Advisors
Michigan
$97K
HIA
764
Harbor Investment Advisory
Maryland
$96.9K
QL
765
Quarry LP
New York
$94.4K
EWA
766
EverSource Wealth Advisors
Alabama
$91.7K
BLC
767
Brown, Lisle/Cummings
Rhode Island
$91.5K
OIAM
768
OFI Invest Asset Management
France
$90.7K
UB
769
UMB Bank
Missouri
$80.5K
ADL
770
Asset Dedication LLC
California
$76.5K
HWM
771
Hemington Wealth Management
Virginia
$76K
AAS
772
Ameritas Advisory Services
Nebraska
$72K
AAP
773
Arax Advisory Partners
Colorado
$71.9K
BWL
774
Bogart Wealth LLC
Virginia
$66.8K
AF
775
Advisornet Financial
Minnesota
$66.8K