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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
KA
826
Kozak & Associates
Colorado
$36.5K
VWWMG
827
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K
ST
828
Smithfield Trust
Pennsylvania
$31K
FRA
829
Front Row Advisors
California
$29.3K
RTL
830
Red Tortoise LLC
Georgia
$28.1K
TWD
831
True Wealth Design
Ohio
$28.1K
GLF
832
Groupe la Francaise
France
$26.8K
UOTTAIMCU
833
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.6K
FDCP
834
Foster Dykema Cabot & Partners
Massachusetts
$23.8K
VEA
835
Virtus ETF Advisers
New York
$22.3K
PSFG
836
Park Square Financial Group
Georgia
$21.5K
GSWM
837
Golden State Wealth Management
California
$21.5K
TFIPS
838
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K
AP
839
Atwood & Palmer
Missouri
$21.1K
MCM
840
Manchester Capital Management
Vermont
$21.1K
JWA
841
JFS Wealth Advisors
Pennsylvania
$20.1K
CFO
842
CVA Family Office
Colorado
$19.7K
CNBTD
843
Citizens National Bank Trust Department
Mississippi
$19.5K
SAM
844
Strive Asset Management
Ohio
$19.2K
AUB
845
Atlantic Union Bankshares
Virginia
$18.9K
PWMG
846
Private Wealth Management Group
New Jersey
$17.6K
CA
847
CoreCap Advisors
Michigan
$17.2K
MA
848
MCF Advisors
Kentucky
$16.4K
WIM
849
Westside Investment Management
California
$16.4K
T
850
Tidemark
California
$16.4K