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Williams-Sonoma

936 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, 300 increasing their positions, 376 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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
CJ
801
Caitlin John
Michigan
$85.2K
AF
802
Advisornet Financial
Minnesota
$80.9K
BWL
803
Bogart Wealth LLC
Virginia
$80.5K
WANY
804
Wealthspire Advisors (New York)
New York
$78.2K
RFS
805
Richardson Financial Services
Massachusetts
$69.4K
CH
806
Cromwell Holdings
Wyoming
$66.7K
SS
807
SBI Securities
Japan
$64.7K
SIC
808
Salem Investment Counselors
North Carolina
$63.5K
OL
809
OneFund LLC
Florida
$62.9K
AG
810
AmeriFlex Group
Nevada
$59K
PPA
811
Painted Porch Advisors
California
$54.9K
CT
812
Clearstead Trust
Maine
$53K
CAL
813
Capital Analysts LLC
Pennsylvania
$52K
SIM
814
Sentry Investment Management
Wisconsin
$52K
BIA
815
Bell Investment Advisors
California
$50.6K
ZBNA
816
Zions Bancorporation, National Association
Utah
$50.4K
RA
817
Rise Advisors
New York
$50K
SIC
818
SJS Investment Consulting
Ohio
$49.6K
CB
819
Centennial Bank
Arkansas
$49.6K
RFP
820
Root Financial Partners
California
$47.9K
PFBT
821
Parkside Financial Bank & Trust
Missouri
$44.6K
CSPIA
822
Cary Street Partners Investment Advisory
Virginia
$43K
SSG
823
Summit Securities Group
New York
$41.6K
NFSG
824
Newbridge Financial Services Group
Florida
$40.2K
SWP
825
Strategic Wealth Partners
Ohio
$39.5K