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Williams-Sonoma

907 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 315 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 → $18.7B (+$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
907
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
MHR
776
Matthew Hamilton Rosenberg
$64.5K
PSFG
777
Park Square Financial Group
Georgia
$60.6K
MSE
778
MUFG Securities EMEA
United Kingdom
$59.3K
TPW
779
Talon Private Wealth
Florida
$56.2K
SS
780
SBI Securities
Japan
$55.5K
OL
781
OneFund LLC
Florida
$51K
CH
782
Cromwell Holdings
Wyoming
$50.8K
OP
783
ORG Partners
Indiana
$50.6K
RFS
784
Richardson Financial Services
Massachusetts
$48K
PPA
785
Painted Porch Advisors
California
$45.9K
BIA
786
Bell Investment Advisors
California
$44.3K
CT
787
Clearstead Trust
Maine
$44.1K
CAL
788
Capital Analysts LLC
Pennsylvania
$43K
RA
789
Rise Advisors
New York
$41.1K
FRA
790
Front Row Advisors
California
$40.8K
SIM
791
Sentry Investment Management
Wisconsin
$37K
VT
792
Volterra Technologies
New York
$36.3K
KA
793
Kozak & Associates
Colorado
$35K
SWA
794
SOA Wealth Advisors
New York
$34.5K
NFSG
795
Newbridge Financial Services Group
Florida
$33.5K
HPC
796
HM Payson & Co
Maine
$32.7K
CAM
797
Costello Asset Management
Pennsylvania
$32.7K
SN
798
Sittner & Nelson
Oregon
$32.7K
CYG
799
Clean Yield Group
Vermont
$31.4K
BCWM
800
Bartlett & Co Wealth Management
Ohio
$30.7K