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Williams-Sonoma

889 hedge funds and large institutions have $17.9B invested in Williams-Sonoma in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 283 increasing their positions, 369 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
889
Holders Change
+3
Holders Change %
+0.34%
% of All Funds
12.08%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.29%
New
127
Increased
283
Reduced
369
Closed
107
Calls
$224M
Puts
$271M
Net Calls
-$46.9M
Net Calls Change
+$73.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DF
851
Dunhill Financial
United Kingdom
$4.11K
FHA
852
First Horizon Advisors
Tennessee
$4.11K -$2.21K -14 -35%
TWD
853
True Wealth Design
Ohio
$3.95K -$4.9K -31 -55%
BCMLT
854
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.79K
TFA
855
Toth Financial Advisory
Virginia
$3.16K
AS
856
Altshuler Shaham
Israel
$3.16K +$3.16K +20 New
GC
857
Garde Capital
Washington
$3.16K +$3.16K +20 New
RIL
858
Rothschild Investment LLC
Illinois
$3K +$2.85K +18 +1,800%
AW
859
Avion Wealth
Texas
$3K
BGAI
860
Bruce G. Allen Investments
Colorado
$2.21K -$3K -19 -58%
LWMI
861
Legacy Wealth Management (Idaho)
Idaho
$2.06K
HFS
862
Hughes Financial Services
Virginia
$1.91K +$1.91K +12 New
RWM
863
Rialto Wealth Management
New York
$1.9K +$1.9K +12 New
GFPC
864
Global Financial Private Client
Florida
$1.9K +$1.11K +7 +140%
BFS
865
Bare Financial Services
Pennsylvania
$1.74K +$1.74K +11 New
PCFFS
866
Pacific Center for Financial Services
California
$1.6K
CFS
867
CGC Financial Services
Oregon
$1.58K
IHWM
868
Iron Horse Wealth Management
Iowa
$1.58K
WCM
869
WealthTrak Capital Management
Virginia
$1.42K +$1.11K +7 +350%
HCP
870
Hexagon Capital Partners
Arkansas
$1.27K
CFFP
871
Center for Financial Planning
Michigan
$1.27K
PWA
872
Physician Wealth Advisors
Utah
$1.27K +$1.27K +8 New
WCM
873
Winthrop Capital Management
Indiana
$1K -$250 -2 -20%
PWA
874
Principia Wealth Advisory
Texas
$950 +$633 +4 +200%
SO
875
Sierra Ocean
California
$791 -$3.96K -25 -83%