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Williams-Sonoma

936 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 300 increasing their positions, 376 reducing their positions, and 71 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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 -$425M
2 -$89.8M
3 -$87.4M
4
BlackRock
BlackRock
New York
-$70.7M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
776
Capital Advisors Ltd
Ohio
$160K
CT
777
Colonial Trust
South Carolina
$151K
AF
778
Allworth Financial
California
$146K
CFB
779
Cullen/Frost Bankers
Texas
$142K
SOW
780
State of Wyoming
Wyoming
$138K
DIP
781
DT Investment Partners
Pennsylvania
$136K
QC
782
Quent Capital
New York
$134K
OIAM
783
OFI Invest Asset Management
France
$132K
C
784
Covestor
United Kingdom
$130K
TFA
785
Transamerica Financial Advisors
Florida
$126K
AIM
786
Anchor Investment Management
South Carolina
$124K
HIA
787
Harbor Investment Advisory
Maryland
$120K
EWM
788
Evermay Wealth Management
Virginia
$117K
PMFA
789
Plante Moran Financial Advisors
Michigan
$116K
EWA
790
EverSource Wealth Advisors
Alabama
$112K
MHR
791
Matthew Hamilton Rosenberg
$110K
BLC
792
Brown, Lisle/Cummings
Rhode Island
$109K
DZ Bank
793
DZ Bank
Germany
$108K
OC
794
Oakworth Capital
Alabama
$104K
WA
795
Westfuller Advisors
New York
$101K
UB
796
UMB Bank
Missouri
$99.5K
LSA
797
Leonteq Securities AG
Switzerland
$94.6K
HWM
798
Hemington Wealth Management
Virginia
$94K
ADL
799
Asset Dedication LLC
California
$91.5K
OP
800
ORG Partners
Indiana
$89.2K