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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
C
776
Covestor
United Kingdom
$130K
TFA
777
Transamerica Financial Advisors
Florida
$126K
AIM
778
Anchor Investment Management
South Carolina
$124K
HIA
779
Harbor Investment Advisory
Maryland
$120K
EWM
780
Evermay Wealth Management
Virginia
$117K
PMFA
781
Plante Moran Financial Advisors
Michigan
$116K
EWA
782
EverSource Wealth Advisors
Alabama
$112K
MHR
783
Matthew Hamilton Rosenberg
$110K
BLC
784
Brown, Lisle/Cummings
Rhode Island
$109K
DZ Bank
785
DZ Bank
Germany
$108K
OC
786
Oakworth Capital
Alabama
$104K
WA
787
Westfuller Advisors
New York
$101K
UB
788
UMB Bank
Missouri
$99.5K
HWM
789
Hemington Wealth Management
Virginia
$94K
ADL
790
Asset Dedication LLC
California
$91.5K
OP
791
ORG Partners
Indiana
$89.2K
CJ
792
Caitlin John
Michigan
$85.2K
AF
793
Advisornet Financial
Minnesota
$80.9K
BWL
794
Bogart Wealth LLC
Virginia
$80.5K
WANY
795
Wealthspire Advisors (New York)
New York
$78.2K
RFS
796
Richardson Financial Services
Massachusetts
$69.4K
CH
797
Cromwell Holdings
Wyoming
$66.7K
SS
798
SBI Securities
Japan
$64.7K
SIC
799
Salem Investment Counselors
North Carolina
$63.5K
OL
800
OneFund LLC
Florida
$62.9K