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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
SN
826
Sittner & Nelson
Oregon
$39.1K
CYG
827
Clean Yield Group
Vermont
$37.5K
KA
828
Kozak & Associates
Colorado
$36.5K
VWWMG
829
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K
ST
830
Smithfield Trust
Pennsylvania
$31K
FRA
831
Front Row Advisors
California
$29.3K
RTL
832
Red Tortoise LLC
Georgia
$28.1K
TWD
833
True Wealth Design
Ohio
$28.1K
GLF
834
Groupe la Francaise
France
$26.8K
UOTTAIMCU
835
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.6K
FDCP
836
Foster Dykema Cabot & Partners
Massachusetts
$23.8K
VEA
837
Virtus ETF Advisers
New York
$22.3K
PSFG
838
Park Square Financial Group
Georgia
$21.5K
GSWM
839
Golden State Wealth Management
California
$21.5K
TFIPS
840
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K
AP
841
Atwood & Palmer
Missouri
$21.1K
MCM
842
Manchester Capital Management
Vermont
$21.1K
JWA
843
JFS Wealth Advisors
Pennsylvania
$20.1K
CFO
844
CVA Family Office
Colorado
$19.7K
CNBTD
845
Citizens National Bank Trust Department
Mississippi
$19.5K
SAM
846
Strive Asset Management
Ohio
$19.2K
AUB
847
Atlantic Union Bankshares
Virginia
$18.9K
PWMG
848
Private Wealth Management Group
New Jersey
$17.6K
CA
849
CoreCap Advisors
Michigan
$17.2K
MA
850
MCF Advisors
Kentucky
$16.4K