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Williams-Sonoma

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916940 (+24)

0.65% less ownership

Funds ownership: 92.91%92.26% (-0.65%)

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: 376

32% less call options, than puts

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

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CFO
851
CVA Family Office
Colorado
$19.7K +$382 +2 +2%
CNBTD
852
Citizens National Bank Trust Department
Mississippi
$19.5K
SAM
853
Strive Asset Management
Ohio
$19.2K +$18.7K +98 New
AUB
854
Atlantic Union Bankshares
Virginia
$18.9K
PWMG
855
Private Wealth Management Group
New Jersey
$17.6K
CA
856
CoreCap Advisors
Michigan
$17.2K +$1.91K +10 +13%
MA
857
MCF Advisors
Kentucky
$16.4K
T
858
Tidemark
California
$16.4K
WIM
859
Westside Investment Management
California
$16.4K
GKIM
860
GW&K Investment Management
Massachusetts
$16K +$1.15K +6 +8%
SC
861
SouthState Corp
Florida
$15.4K -$1.91K -10 -11%
CIM
862
Contravisory Investment Management
Massachusetts
$15.2K
FMII
863
Farmers & Merchants Investments Inc
Nebraska
$15.2K
FFO
864
Fortitude Family Office
Arizona
$15.2K
W
865
WealthCollab
Washington
$14.5K
SGK
866
Steigerwald Gordon & Koch
Virginia
$14.5K +$14.1K +74 New
BDPWM
867
Barnes Dennig Private Wealth Management
Ohio
$13.9K
MAM
868
Meeder Asset Management
Ohio
$13.7K -$620K -3,244 -98%
AA
869
Ancora Advisors
Ohio
$13.7K
GWSG
870
GPS Wealth Strategies Group
Colorado
$13.5K
AWM
871
Abound Wealth Management
Tennessee
$13K
TPCW
872
TD Private Client Wealth
New York
$12.1K +$2.1K +11 +22%
KFI
873
Key Financial Inc
Pennsylvania
$12.1K
FMP
874
Financial Management Professionals
Texas
$11.7K
SL
875
Salomon & Ludwin
Virginia
$11.6K +$11.1K +58 New