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Williams-Sonoma

922 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 295 increasing their positions, 371 reducing their positions, and 70 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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
AG
801
AmeriFlex Group
Nevada
$59K
CT
802
Clearstead Trust
Maine
$53K
CAL
803
Capital Analysts LLC
Pennsylvania
$52K
SIM
804
Sentry Investment Management
Wisconsin
$52K
BIA
805
Bell Investment Advisors
California
$50.6K
ZBNA
806
Zions Bancorporation, National Association
Utah
$50.4K
RA
807
Rise Advisors
New York
$50K
SIC
808
SJS Investment Consulting
Ohio
$49.6K
CB
809
Centennial Bank
Arkansas
$49.6K
RFP
810
Root Financial Partners
California
$47.9K
PFBT
811
Parkside Financial Bank & Trust
Missouri
$44.6K
CSPIA
812
Cary Street Partners Investment Advisory
Virginia
$43K
SSG
813
Summit Securities Group
New York
$41.6K
NFSG
814
Newbridge Financial Services Group
Florida
$40.2K
SWP
815
Strategic Wealth Partners
Ohio
$39.5K
BCWM
816
Bartlett & Co Wealth Management
Ohio
$39.3K
HPC
817
HM Payson & Co
Maine
$39.1K
CAM
818
Costello Asset Management
Pennsylvania
$39.1K
SN
819
Sittner & Nelson
Oregon
$39.1K
CYG
820
Clean Yield Group
Vermont
$37.5K
TCM
821
Triumph Capital Management
Colorado
$36.7K
KA
822
Kozak & Associates
Colorado
$36.5K
VWWMG
823
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K
ST
824
Smithfield Trust
Pennsylvania
$31K
FRA
825
Front Row Advisors
California
$29.3K