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Williams-Sonoma

904 hedge funds and large institutions have $18.6B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 358 increasing their positions, 314 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$744M)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$96.4M
2 +$85.2M
3 +$83.5M
4
Invesco
Invesco
Georgia
+$66.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$65.5M

Top Sellers

1 -$396M
2 -$165M
3 -$111M
4
Millennium Management
Millennium Management
New York
-$81.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
801
Opal Wealth Advisors
New York
$25K
SWP
802
Strategic Wealth Partners
Ohio
$24.8K
FHA
803
First Horizon Advisors
Tennessee
$24.4K
PFBT
804
Parkside Financial Bank & Trust
Missouri
$23.7K
RTL
805
Red Tortoise LLC
Georgia
$23.5K
CSPIA
806
Cary Street Partners Investment Advisory
Virginia
$21.6K
EA
807
Evolution Advisers
Virginia
$21K
AWM
808
Atticus Wealth Management
Florida
$20.4K
FDCP
809
Foster Dykema Cabot & Partners
Massachusetts
$19.9K
GSWM
810
Golden State Wealth Management
California
$18K
TFIPS
811
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18K
AP
812
Atwood & Palmer
Missouri
$17.6K
MCM
813
Manchester Capital Management
Vermont
$17.3K
JWA
814
JFS Wealth Advisors
Pennsylvania
$16.8K
CNBTD
815
Citizens National Bank Trust Department
Mississippi
$16.3K
MCI
816
MRP Capital Investments
Georgia
$16.3K
CFO
817
CVA Family Office
Colorado
$16.2K
AUB
818
Atlantic Union Bankshares
Virginia
$15.8K
PWMG
819
Private Wealth Management Group
New Jersey
$14.7K
SC
820
SouthState Corp
Florida
$14.5K
MA
821
MCF Advisors
Kentucky
$13.7K
T
822
Tidemark
California
$13.7K
WIM
823
Westside Investment Management
California
$13.7K
SSG
824
Summit Securities Group
New York
$13.4K
SIC
825
Salem Investment Counselors
North Carolina
$13.1K