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Williams-Sonoma

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916940 (+24)

0.65% less ownership

Funds ownership: 92.91%92.26% (-0.65%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

20% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
776
Advisory Services Network
Georgia
$170K -$516K -2,699 -76%
JFGIW
777
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K +$764 +4 +0.5%
AWM
778
Activest Wealth Management
Florida
$163K +$6.88K +36 +5%
CAL
779
Capital Advisors Ltd
Ohio
$160K
CT
780
Colonial Trust
South Carolina
$151K
AF
781
Allworth Financial
California
$146K +$13K +68 +10%
CFB
782
Cullen/Frost Bankers
Texas
$142K -$78.6K -411 -36%
SOW
783
State of Wyoming
Wyoming
$138K -$87.5K -458 -39%
DIP
784
DT Investment Partners
Pennsylvania
$136K
QC
785
Quent Capital
New York
$134K +$131K +684 New
OIAM
786
OFI Invest Asset Management
France
$132K +$27.5K +144 +22%
C
787
Covestor
United Kingdom
$130K -$12K -63 -9%
TFA
788
Transamerica Financial Advisors
Florida
$126K +$764 +4 +0.6%
AIM
789
Anchor Investment Management
South Carolina
$124K
HIA
790
Harbor Investment Advisory
Maryland
$120K +$3.82K +20 +3%
EWM
791
Evermay Wealth Management
Virginia
$117K
PMFA
792
Plante Moran Financial Advisors
Michigan
$116K
EWA
793
EverSource Wealth Advisors
Alabama
$112K +$2.1K +11 +2%
MHR
794
Matthew Hamilton Rosenberg
$110K +$32.1K +168 +43%
BLC
795
Brown, Lisle/Cummings
Rhode Island
$109K
DZ Bank
796
DZ Bank
Germany
$108K -$34.8K -182 -25%
OC
797
Oakworth Capital
Alabama
$104K +$101K +530 New
WA
798
Westfuller Advisors
New York
$101K +$98.4K +515 New
UB
799
UMB Bank
Missouri
$99.5K +$3.06K +16 +3%
LSA
800
Leonteq Securities AG
Switzerland
$94.6K -$7.84K -41 -8%