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Williams-Sonoma

938 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 375 reducing their positions, and 71 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: 301 | Existing positions reduced: 375

32% less call options, than puts

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

Holders
938
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 -$425M
2 -$89.8M
3 -$87.4M
4
BlackRock
BlackRock
New York
-$70.7M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
801
Asset Dedication LLC
California
$91.5K
OP
802
ORG Partners
Indiana
$89.2K
CJ
803
Caitlin John
Michigan
$85.2K
AF
804
Advisornet Financial
Minnesota
$80.9K
BWL
805
Bogart Wealth LLC
Virginia
$80.5K
WANY
806
Wealthspire Advisors (New York)
New York
$78.2K
RFS
807
Richardson Financial Services
Massachusetts
$69.4K
CH
808
Cromwell Holdings
Wyoming
$66.7K
SS
809
SBI Securities
Japan
$64.7K
SIC
810
Salem Investment Counselors
North Carolina
$63.5K
OL
811
OneFund LLC
Florida
$62.9K
AG
812
AmeriFlex Group
Nevada
$59K
PPA
813
Painted Porch Advisors
California
$54.9K
CT
814
Clearstead Trust
Maine
$53K
CAL
815
Capital Analysts LLC
Pennsylvania
$52K
SIM
816
Sentry Investment Management
Wisconsin
$52K
BIA
817
Bell Investment Advisors
California
$50.6K
ZBNA
818
Zions Bancorporation, National Association
Utah
$50.4K
RA
819
Rise Advisors
New York
$50K
SIC
820
SJS Investment Consulting
Ohio
$49.6K
CB
821
Centennial Bank
Arkansas
$49.6K
RFP
822
Root Financial Partners
California
$47.9K
PFBT
823
Parkside Financial Bank & Trust
Missouri
$44.6K
CSPIA
824
Cary Street Partners Investment Advisory
Virginia
$43K
SSG
825
Summit Securities Group
New York
$41.6K