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Williams-Sonoma

936 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, 300 increasing their positions, 376 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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
PWMG
851
Private Wealth Management Group
New Jersey
$17.6K
CA
852
CoreCap Advisors
Michigan
$17.2K
MA
853
MCF Advisors
Kentucky
$16.4K
WIM
854
Westside Investment Management
California
$16.4K
T
855
Tidemark
California
$16.4K
GKIM
856
GW&K Investment Management
Massachusetts
$16K
SC
857
SouthState Corp
Florida
$15.4K
CIM
858
Contravisory Investment Management
Massachusetts
$15.2K
FMII
859
Farmers & Merchants Investments Inc
Nebraska
$15.2K
FFO
860
Fortitude Family Office
Arizona
$15.2K
W
861
WealthCollab
Washington
$14.5K
SGK
862
Steigerwald Gordon & Koch
Virginia
$14.5K
BDPWM
863
Barnes Dennig Private Wealth Management
Ohio
$13.9K
MAM
864
Meeder Asset Management
Ohio
$13.7K
AA
865
Ancora Advisors
Ohio
$13.7K
GWSG
866
GPS Wealth Strategies Group
Colorado
$13.5K
AWM
867
Abound Wealth Management
Tennessee
$13K
TPCW
868
TD Private Client Wealth
New York
$12.1K
KFI
869
Key Financial Inc
Pennsylvania
$12.1K
FMP
870
Financial Management Professionals
Texas
$11.7K
SL
871
Salomon & Ludwin
Virginia
$11.6K
CPG
872
Cornerstone Planning Group
New Jersey
$11K
IUHSA
873
Itau Unibanco Holding S.A.
Brazil
$10.8K
VWA
874
Valued Wealth Advisors
Utah
$10.3K
SPF
875
South Plains Financial
Texas
$10.2K