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Williams-Sonoma

889 hedge funds and large institutions have $17.9B invested in Williams-Sonoma in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 283 increasing their positions, 369 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
12.08%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.29%
New
127
Increased
283
Reduced
369
Closed
107
Calls
$224M
Puts
$271M
Net Calls
-$46.9M
Net Calls Change
+$73.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PPA
776
Painted Porch Advisors
California
$48.7K -$55.2K -349 -53%
OP
777
ORG Partners
Indiana
$46.1K +$6.36K +40 +16%
SIS
778
Sound Income Strategies
Florida
$42.7K +$42.7K +270 New
CAL
779
Capital Analysts LLC
Pennsylvania
$42K
CT
780
Clearstead Trust
Maine
$41.7K -$11.2K -71 -21%
BIA
781
Bell Investment Advisors
California
$41.7K
FRA
782
Front Row Advisors
California
$39.5K -$15.8K -100 -29%
RA
783
Rise Advisors
New York
$39.5K -$14.2K -90 -26%
RMP
784
Richards, Merrill & Peterson
Washington
$39.2K
PSFG
785
Park Square Financial Group
Georgia
$37.9K -$35.7K -226 -48%
WF
786
Wayfinding Financial
Washington
$35K +$35K +224 New
SWA
787
SOA Wealth Advisors
New York
$33.4K +$33.4K +211 New
CA
788
CoreCap Advisors
Michigan
$32.3K +$19.8K +125 +158%
NFSG
789
Newbridge Financial Services Group
Florida
$32.2K +$158 +1 +0.5%
SIM
790
Sentry Investment Management
Wisconsin
$32K +$32K +219 New
SN
791
Sittner & Nelson
Oregon
$31.6K
HPC
792
HM Payson & Co
Maine
$31.6K
CAM
793
Costello Asset Management
Pennsylvania
$31.6K +$31.6K +200 New
QL
794
Quarry LP
New York
$31.5K +$15.7K +99 +99%
CYG
795
Clean Yield Group
Vermont
$30.4K
BCWM
796
Bartlett & Co Wealth Management
Ohio
$29.9K +$158 +1 +0.5%
KA
797
Kozak & Associates
Colorado
$29.3K +$145 +1 +0.5%
ST
798
Smithfield Trust
Pennsylvania
$25K
OWA
799
Opal Wealth Advisors
New York
$24.2K +$24.2K +153 New
RTL
800
Red Tortoise LLC
Georgia
$22.8K