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Williams-Sonoma

938 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, 301 increasing their positions, 375 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: 301 | Existing positions reduced: 375

32% less call options, than puts

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

Holders
938
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
NFSG
826
Newbridge Financial Services Group
Florida
$40.2K
SWP
827
Strategic Wealth Partners
Ohio
$39.5K
BCWM
828
Bartlett & Co Wealth Management
Ohio
$39.3K
CAM
829
Costello Asset Management
Pennsylvania
$39.1K
HPC
830
HM Payson & Co
Maine
$39.1K
SN
831
Sittner & Nelson
Oregon
$39.1K
CYG
832
Clean Yield Group
Vermont
$37.5K
KA
833
Kozak & Associates
Colorado
$36.5K
VWWMG
834
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K
ST
835
Smithfield Trust
Pennsylvania
$31K
FRA
836
Front Row Advisors
California
$29.3K
RTL
837
Red Tortoise LLC
Georgia
$28.1K
TWD
838
True Wealth Design
Ohio
$28.1K
GLF
839
Groupe la Francaise
France
$26.8K
UOTTAIMCU
840
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.6K
EA
841
Evolution Advisers
Virginia
$25K
FDCP
842
Foster Dykema Cabot & Partners
Massachusetts
$23.8K
PSFG
843
Park Square Financial Group
Georgia
$21.5K
GSWM
844
Golden State Wealth Management
California
$21.5K
TFIPS
845
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K
AP
846
Atwood & Palmer
Missouri
$21.1K
MCM
847
Manchester Capital Management
Vermont
$21.1K
JWA
848
JFS Wealth Advisors
Pennsylvania
$20.1K
CFO
849
CVA Family Office
Colorado
$19.7K
CNBTD
850
Citizens National Bank Trust Department
Mississippi
$19.5K