WSM icon

Williams-Sonoma

904 hedge funds and large institutions have $18.6B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 358 increasing their positions, 314 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 → $18.6B (+$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
904
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
DZ Bank
751
DZ Bank
Germany
$120K
C
752
Covestor
United Kingdom
$119K
BIG
753
Brooklyn Investment Group
New York
$119K
DIP
754
DT Investment Partners
Pennsylvania
$113K
AF
755
Allworth Financial
California
$111K
TFA
756
Transamerica Financial Advisors
Florida
$105K
AIM
757
Anchor Investment Management
South Carolina
$104K
GLF
758
Groupe la Francaise
France
$103K
EWM
759
Evermay Wealth Management
Virginia
$98K
PMFA
760
Plante Moran Financial Advisors
Michigan
$97K
HIA
761
Harbor Investment Advisory
Maryland
$96.9K
QL
762
Quarry LP
New York
$94.4K
EWA
763
EverSource Wealth Advisors
Alabama
$91.7K
BLC
764
Brown, Lisle/Cummings
Rhode Island
$91.5K
OIAM
765
OFI Invest Asset Management
France
$90.7K
UB
766
UMB Bank
Missouri
$80.5K
ADL
767
Asset Dedication LLC
California
$76.5K
HWM
768
Hemington Wealth Management
Virginia
$76K
AAS
769
Ameritas Advisory Services
Nebraska
$72K
AAP
770
Arax Advisory Partners
Colorado
$71.9K
BWL
771
Bogart Wealth LLC
Virginia
$66.8K
AF
772
Advisornet Financial
Minnesota
$66.8K
MHR
773
Matthew Hamilton Rosenberg
$64.5K
PSFG
774
Park Square Financial Group
Georgia
$60.6K
MSE
775
MUFG Securities EMEA
United Kingdom
$59.3K