We are live on ! Find out more
WSM icon

Williams-Sonoma

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916940 (+24)

0.65% less ownership

Funds ownership: 92.91%92.26% (-0.65%)

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: 376

32% less call options, than puts

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

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HWM
801
Hemington Wealth Management
Virginia
$94K +$2.87K +15 +3%
ADL
802
Asset Dedication LLC
California
$91.5K
OP
803
ORG Partners
Indiana
$89.2K +$29.8K +156 +52%
CJ
804
Caitlin John
Michigan
$85.2K +$83.3K +436 New
AF
805
Advisornet Financial
Minnesota
$80.9K +$956 +5 +1%
BWL
806
Bogart Wealth LLC
Virginia
$80.5K +$573 +3 +0.7%
WANY
807
Wealthspire Advisors (New York)
New York
$78.2K +$76.4K +400 New
RFS
808
Richardson Financial Services
Massachusetts
$69.4K +$13.6K +71 +25%
CH
809
Cromwell Holdings
Wyoming
$66.7K +$5.73K +30 +10%
SS
810
SBI Securities
Japan
$64.7K -$1.72K -9 -3%
SIC
811
Salem Investment Counselors
North Carolina
$63.5K +$46.8K +245 +306%
OL
812
OneFund LLC
Florida
$62.9K +$2.29K +12 +4%
AG
813
AmeriFlex Group
Nevada
$59K +$52.8K +276 +1,062%
PPA
814
Painted Porch Advisors
California
$54.9K
CT
815
Clearstead Trust
Maine
$53K +$191 +1 +0.4%
CAL
816
Capital Analysts LLC
Pennsylvania
$52K
SIM
817
Sentry Investment Management
Wisconsin
$52K +$10.5K +55 +25%
BIA
818
Bell Investment Advisors
California
$50.6K -$2.29K -12 -4%
ZBNA
819
Zions Bancorporation, National Association
Utah
$50.4K +$43.6K +228 +760%
RA
820
Rise Advisors
New York
$50K +$764 +4 +2%
SIC
821
SJS Investment Consulting
Ohio
$49.6K +$44.9K +235 +1,237%
CB
822
Centennial Bank
Arkansas
$49.6K -$392K -2,050 -89%
RFP
823
Root Financial Partners
California
$47.9K +$46.8K +245 New
PFBT
824
Parkside Financial Bank & Trust
Missouri
$44.6K +$15.9K +83 +57%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$43K +$16.8K +88 +67%