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Williams-Sonoma

930 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 298 increasing their positions, 374 reducing their positions, and 72 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: 374

32% less call options, than puts

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

Holders
930
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
WANY
801
Wealthspire Advisors (New York)
New York
$78.2K
RFS
802
Richardson Financial Services
Massachusetts
$69.4K
CH
803
Cromwell Holdings
Wyoming
$66.7K
SS
804
SBI Securities
Japan
$64.7K
SIC
805
Salem Investment Counselors
North Carolina
$63.5K
OL
806
OneFund LLC
Florida
$62.9K
AG
807
AmeriFlex Group
Nevada
$59K
PPA
808
Painted Porch Advisors
California
$54.9K
CT
809
Clearstead Trust
Maine
$53K
CAL
810
Capital Analysts LLC
Pennsylvania
$52K
SIM
811
Sentry Investment Management
Wisconsin
$52K
BIA
812
Bell Investment Advisors
California
$50.6K
ZBNA
813
Zions Bancorporation, National Association
Utah
$50.4K
RA
814
Rise Advisors
New York
$50K
SIC
815
SJS Investment Consulting
Ohio
$49.6K
CB
816
Centennial Bank
Arkansas
$49.6K
RFP
817
Root Financial Partners
California
$47.9K
PFBT
818
Parkside Financial Bank & Trust
Missouri
$44.6K
CSPIA
819
Cary Street Partners Investment Advisory
Virginia
$43K
SSG
820
Summit Securities Group
New York
$41.6K
NFSG
821
Newbridge Financial Services Group
Florida
$40.2K
SWP
822
Strategic Wealth Partners
Ohio
$39.5K
BCWM
823
Bartlett & Co Wealth Management
Ohio
$39.3K
HPC
824
HM Payson & Co
Maine
$39.1K
CAM
825
Costello Asset Management
Pennsylvania
$39.1K