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Williams-Sonoma

907 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 315 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 → $18.7B (+$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
907
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
VWWMG
801
Vermillion & White Wealth Management Group
Pennsylvania
$29.4K
ST
802
Smithfield Trust
Pennsylvania
$26K
MPW
803
MASECO Private Wealth
$25.9K
OWA
804
Opal Wealth Advisors
New York
$25K
SWP
805
Strategic Wealth Partners
Ohio
$24.8K
FHA
806
First Horizon Advisors
Tennessee
$24.4K
PFBT
807
Parkside Financial Bank & Trust
Missouri
$23.7K
RTL
808
Red Tortoise LLC
Georgia
$23.5K
CSPIA
809
Cary Street Partners Investment Advisory
Virginia
$21.6K
EA
810
Evolution Advisers
Virginia
$21K
AWM
811
Atticus Wealth Management
Florida
$20.4K
FDCP
812
Foster Dykema Cabot & Partners
Massachusetts
$19.9K
GSWM
813
Golden State Wealth Management
California
$18K
TFIPS
814
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18K
AP
815
Atwood & Palmer
Missouri
$17.6K
MCM
816
Manchester Capital Management
Vermont
$17.3K
JWA
817
JFS Wealth Advisors
Pennsylvania
$16.8K
CNBTD
818
Citizens National Bank Trust Department
Mississippi
$16.3K
MCI
819
MRP Capital Investments
Georgia
$16.3K
CFO
820
CVA Family Office
Colorado
$16.2K
AUB
821
Atlantic Union Bankshares
Virginia
$15.8K
PWMG
822
Private Wealth Management Group
New Jersey
$14.7K
SC
823
SouthState Corp
Florida
$14.5K
MA
824
MCF Advisors
Kentucky
$13.7K
WIM
825
Westside Investment Management
California
$13.7K