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Williams-Sonoma

926 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, 298 increasing their positions, 372 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: 298 | Existing positions reduced: 372

32% less call options, than puts

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

Holders
926
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
CCM
751
Copeland Capital Management
Pennsylvania
$216K
HSA
752
HBK Sorce Advisory
Pennsylvania
$213K
VNA
753
Valley National Advisers
Pennsylvania
$212K
DWM
754
Diversify Wealth Management
Utah
$212K
KIM
755
Kestra Investment Management
Texas
$211K
SC
756
Savant Capital
Illinois
$210K
CSA
757
Cottage Street Advisors
Massachusetts
$210K
CAG
758
Crestwood Advisors Group
Massachusetts
$209K
LIM
759
Leavell Investment Management
Alabama
$208K
SLC
760
Second Line Capital
Louisiana
$207K
IA
761
IFP Advisors
Florida
$206K
SAM
762
Silvercrest Asset Management
New York
$205K
GXJ
763
Global X Japan
Japan
$204K
PS
764
Planned Solutions
California
$203K
PWA
765
Providence Wealth Advisors
Illinois
$202K
A
766
AlphaQuest
New York
$200K
RCM
767
Richardson Capital Management
Wisconsin
$195K
LS
768
Livforsakringsbolaget Skandia
Sweden
$195K
ASN
769
Advisory Services Network
Georgia
$170K
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K
AWM
771
Activest Wealth Management
Florida
$163K
CAL
772
Capital Advisors Ltd
Ohio
$160K
CT
773
Colonial Trust
South Carolina
$151K
AF
774
Allworth Financial
California
$146K
CFB
775
Cullen/Frost Bankers
Texas
$142K