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Williams-Sonoma

930 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 298 increasing their positions, 374 reducing their positions, and 72 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: 298 | Existing positions reduced: 374

32% less call options, than puts

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

Holders
930
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 -$435M
2 -$92.1M
3 -$89.4M
4
BlackRock
BlackRock
New York
-$72.3M
5
Morgan Stanley
Morgan Stanley
New York
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
776
Allworth Financial
California
$146K
CFB
777
Cullen/Frost Bankers
Texas
$142K
SOW
778
State of Wyoming
Wyoming
$138K
DIP
779
DT Investment Partners
Pennsylvania
$136K
QC
780
Quent Capital
New York
$134K
OIAM
781
OFI Invest Asset Management
France
$132K
C
782
Covestor
United Kingdom
$130K
TFA
783
Transamerica Financial Advisors
Florida
$126K
AIM
784
Anchor Investment Management
South Carolina
$124K
HIA
785
Harbor Investment Advisory
Maryland
$120K
EWM
786
Evermay Wealth Management
Virginia
$117K
PMFA
787
Plante Moran Financial Advisors
Michigan
$116K
EWA
788
EverSource Wealth Advisors
Alabama
$112K
MHR
789
Matthew Hamilton Rosenberg
$110K
BLC
790
Brown, Lisle/Cummings
Rhode Island
$109K
DZ Bank
791
DZ Bank
Germany
$108K
OC
792
Oakworth Capital
Alabama
$104K
WA
793
Westfuller Advisors
New York
$101K
UB
794
UMB Bank
Missouri
$99.5K
HWM
795
Hemington Wealth Management
Virginia
$94K
ADL
796
Asset Dedication LLC
California
$91.5K
OP
797
ORG Partners
Indiana
$89.2K
CJ
798
Caitlin John
Michigan
$85.2K
AF
799
Advisornet Financial
Minnesota
$80.9K
BWL
800
Bogart Wealth LLC
Virginia
$80.5K