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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
TPW
776
Talon Private Wealth
Florida
$56.2K
SS
777
SBI Securities
Japan
$55.5K
OL
778
OneFund LLC
Florida
$51K
CH
779
Cromwell Holdings
Wyoming
$50.8K
OP
780
ORG Partners
Indiana
$50.6K
RFS
781
Richardson Financial Services
Massachusetts
$48K
PPA
782
Painted Porch Advisors
California
$45.9K
BIA
783
Bell Investment Advisors
California
$44.3K
CT
784
Clearstead Trust
Maine
$44.1K
CAL
785
Capital Analysts LLC
Pennsylvania
$43K
RA
786
Rise Advisors
New York
$41.1K
FRA
787
Front Row Advisors
California
$40.8K
SIM
788
Sentry Investment Management
Wisconsin
$37K
VT
789
Volterra Technologies
New York
$36.3K
KA
790
Kozak & Associates
Colorado
$35K
SWA
791
SOA Wealth Advisors
New York
$34.5K
NFSG
792
Newbridge Financial Services Group
Florida
$33.5K
HPC
793
HM Payson & Co
Maine
$32.7K
CAM
794
Costello Asset Management
Pennsylvania
$32.7K
SN
795
Sittner & Nelson
Oregon
$32.7K
CYG
796
Clean Yield Group
Vermont
$31.4K
BCWM
797
Bartlett & Co Wealth Management
Ohio
$30.7K
VWWMG
798
Vermillion & White Wealth Management Group
Pennsylvania
$29.4K
ST
799
Smithfield Trust
Pennsylvania
$26K
MPW
800
MASECO Private Wealth
$25.9K