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Williams-Sonoma

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916940 (+24)

0.65% less ownership

Funds ownership: 92.91%92.26% (-0.65%)

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

20% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SSG
826
Summit Securities Group
New York
$41.6K +$25K +131 +160%
NFSG
827
Newbridge Financial Services Group
Florida
$40.2K
SWP
828
Strategic Wealth Partners
Ohio
$39.5K +$9.56K +50 +33%
BCWM
829
Bartlett & Co Wealth Management
Ohio
$39.3K +$2.48K +13 +7%
CAM
830
Costello Asset Management
Pennsylvania
$39.1K
HPC
831
HM Payson & Co
Maine
$39.1K
SN
832
Sittner & Nelson
Oregon
$39.1K
CYG
833
Clean Yield Group
Vermont
$37.5K
KA
834
Kozak & Associates
Colorado
$36.5K
VWWMG
835
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K
ST
836
Smithfield Trust
Pennsylvania
$31K
FRA
837
Front Row Advisors
California
$29.3K -$19.1K -100 -40%
RTL
838
Red Tortoise LLC
Georgia
$28.1K
TWD
839
True Wealth Design
Ohio
$28.1K +$14.5K +76 +112%
GLF
840
Groupe la Francaise
France
$26.8K -$94.4K -494 -78%
UOTTAIMCU
841
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.6K +$25K +131 New
EA
842
Evolution Advisers
Virginia
$25K
FDCP
843
Foster Dykema Cabot & Partners
Massachusetts
$23.8K
PSFG
844
Park Square Financial Group
Georgia
$21.5K -$49.9K -261 -70%
GSWM
845
Golden State Wealth Management
California
$21.5K
MWA
846
Medallion Wealth Advisors
Connecticut
$21.5K
TFIPS
847
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K
AP
848
Atwood & Palmer
Missouri
$21.1K
MCM
849
Manchester Capital Management
Vermont
$21.1K +$382 +2 +2%
JWA
850
JFS Wealth Advisors
Pennsylvania
$20.1K