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Williams-Sonoma

907 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 315 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $17.9B → $18.7B (+$744M)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$96.4M
2 +$85.2M
3 +$83.5M
4
Invesco
Invesco
Georgia
+$66.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$65.5M

Top Sellers

1 -$396M
2 -$165M
3 -$111M
4
Millennium Management
Millennium Management
New York
-$81.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
T
826
Tidemark
California
$13.7K
SSG
827
Summit Securities Group
New York
$13.4K
SIC
828
Salem Investment Counselors
North Carolina
$13.1K
GKIM
829
GW&K Investment Management
Massachusetts
$13K
HCA
830
Harbor Capital Advisors
Illinois
$13K
CA
831
CoreCap Advisors
Michigan
$12.7K
FMII
832
Farmers & Merchants Investments Inc
Nebraska
$12.7K
CIM
833
Contravisory Investment Management
Massachusetts
$12.7K
FFO
834
Fortitude Family Office
Arizona
$12.7K
W
835
WealthCollab
Washington
$12.1K
BDPWM
836
Barnes Dennig Private Wealth Management
Ohio
$11.6K
AA
837
Ancora Advisors
Ohio
$11.4K
GWSG
838
GPS Wealth Strategies Group
Colorado
$11.3K
TWD
839
True Wealth Design
Ohio
$11.1K
AWM
840
Abound Wealth Management
Tennessee
$10.8K
KFI
841
Key Financial Inc
Pennsylvania
$10.1K
NC
842
NewSquare Capital
Pennsylvania
$9.97K
TPWA
843
Twin Peaks Wealth Advisors
California
$9.94K
FMP
844
Financial Management Professionals
Texas
$9.8K
IUHSA
845
Itau Unibanco Holding S.A.
Brazil
$9.31K
SPF
846
South Plains Financial
Texas
$8.49K
S
847
Sachetta
Massachusetts
$8.33K
TPCW
848
TD Private Client Wealth
New York
$8.33K
SS
849
Sunbelt Securities
Texas
$8.3K
VWA
850
Valued Wealth Advisors
Utah
$8.22K