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Williams-Sonoma

926 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 298 increasing their positions, 372 reducing their positions, and 70 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: 298 | Existing positions reduced: 372

32% less call options, than puts

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

Holders
926
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 -$435M
2 -$92.1M
3 -$89.4M
4
BlackRock
BlackRock
New York
-$72.3M
5
Morgan Stanley
Morgan Stanley
New York
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CH
801
Cromwell Holdings
Wyoming
$66.7K
SS
802
SBI Securities
Japan
$64.7K
SIC
803
Salem Investment Counselors
North Carolina
$63.5K
OL
804
OneFund LLC
Florida
$62.9K
AG
805
AmeriFlex Group
Nevada
$59K
CT
806
Clearstead Trust
Maine
$53K
CAL
807
Capital Analysts LLC
Pennsylvania
$52K
SIM
808
Sentry Investment Management
Wisconsin
$52K
BIA
809
Bell Investment Advisors
California
$50.6K
ZBNA
810
Zions Bancorporation, National Association
Utah
$50.4K
RA
811
Rise Advisors
New York
$50K
SIC
812
SJS Investment Consulting
Ohio
$49.6K
CB
813
Centennial Bank
Arkansas
$49.6K
RFP
814
Root Financial Partners
California
$47.9K
PFBT
815
Parkside Financial Bank & Trust
Missouri
$44.6K
CSPIA
816
Cary Street Partners Investment Advisory
Virginia
$43K
SSG
817
Summit Securities Group
New York
$41.6K
NFSG
818
Newbridge Financial Services Group
Florida
$40.2K
SWP
819
Strategic Wealth Partners
Ohio
$39.5K
BCWM
820
Bartlett & Co Wealth Management
Ohio
$39.3K
HPC
821
HM Payson & Co
Maine
$39.1K
CAM
822
Costello Asset Management
Pennsylvania
$39.1K
SN
823
Sittner & Nelson
Oregon
$39.1K
CYG
824
Clean Yield Group
Vermont
$37.5K
TCM
825
Triumph Capital Management
Colorado
$36.7K