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Williams-Sonoma

922 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, 295 increasing their positions, 371 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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
FFO
851
Fortitude Family Office
Arizona
$15.2K
W
852
WealthCollab
Washington
$14.5K
SGK
853
Steigerwald Gordon & Koch
Virginia
$14.5K
BDPWM
854
Barnes Dennig Private Wealth Management
Ohio
$13.9K
MAM
855
Meeder Asset Management
Ohio
$13.7K
AA
856
Ancora Advisors
Ohio
$13.7K
GWSG
857
GPS Wealth Strategies Group
Colorado
$13.5K
AWM
858
Abound Wealth Management
Tennessee
$13K
TPCW
859
TD Private Client Wealth
New York
$12.1K
KFI
860
Key Financial Inc
Pennsylvania
$12.1K
FMP
861
Financial Management Professionals
Texas
$11.7K
SL
862
Salomon & Ludwin
Virginia
$11.6K
CPG
863
Cornerstone Planning Group
New Jersey
$11K
IUHSA
864
Itau Unibanco Holding S.A.
Brazil
$10.8K
VWA
865
Valued Wealth Advisors
Utah
$10.3K
SPF
866
South Plains Financial
Texas
$10.2K
S
867
Sachetta
Massachusetts
$9.97K
MEG
868
Millstone Evans Group
Colorado
$9.97K
MFT
869
Moisand Fitzgerald Tamayo
Florida
$8.99K
MG
870
Mather Group
Illinois
$8.79K
GBT
871
Grove Bank & Trust
Florida
$8.6K
JWM
872
JPL Wealth Management
Colorado
$8.6K
AGWCA
873
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
DWM
874
Darwin Wealth Management
Florida
$7.04K
DPW
875
DiNuzzo Private Wealth
Pennsylvania
$6.4K