WSM icon

Williams-Sonoma

889 hedge funds and large institutions have $17.9B invested in Williams-Sonoma in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 283 increasing their positions, 369 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
12.08%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.29%
New
127
Increased
283
Reduced
369
Closed
107
Calls
$224M
Puts
$271M
Net Calls
-$46.9M
Net Calls Change
+$73.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PFBT
801
Parkside Financial Bank & Trust
Missouri
$22.6K +$17.7K +112 +361%
EA
802
Evolution Advisers
Virginia
$20K
FDCP
803
Foster Dykema Cabot & Partners
Massachusetts
$19.3K
WT
804
Washington Trust
Rhode Island
$19K
TFIPS
805
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.4K
GSWM
806
Golden State Wealth Management
California
$17.4K
JWA
807
JFS Wealth Advisors
Pennsylvania
$16.8K +$474 +3 +3%
CSPIA
808
Cary Street Partners Investment Advisory
Virginia
$16.6K +$16.3K +103 +5,150%
CNBTD
809
Citizens National Bank Trust Department
Mississippi
$15.8K
ZBNA
810
Zions Bancorporation, National Association
Utah
$15.7K +$15.7K +99 New
SC
811
SouthState Corp
Florida
$15.5K +$15.5K +98 New
SSB
812
Sandy Spring Bank
Maryland
$15.3K
GKIM
813
GW&K Investment Management
Massachusetts
$15K +$15K +93 New
FMII
814
Farmers & Merchants Investments Inc
Nebraska
$14.5K +$6.32K +40 +77%
PWMG
815
Private Wealth Management Group
New Jersey
$14.2K -$474 -3 -3%
HCA
816
Harbor Capital Advisors
Illinois
$14K +$1.73K +11 +14%
CFO
817
CVA Family Office
Colorado
$13.9K +$949 +6 +7%
MA
818
MCF Advisors
Kentucky
$13.3K
T
819
Tidemark
California
$13.3K
WIM
820
Westside Investment Management
California
$13.3K
C
821
Covestor
United Kingdom
$13K -$209K -1,353 -94%
SIC
822
Salem Investment Counselors
North Carolina
$12.6K
MCM
823
Manchester Capital Management
Vermont
$12.5K +$316 +2 +3%
CIM
824
Contravisory Investment Management
Massachusetts
$12.3K -$7.59K -48 -38%
VWWMG
825
Vermillion & White Wealth Management Group
Pennsylvania
$12.3K +$12.3K +78 New