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Williams-Sonoma

904 hedge funds and large institutions have $18.6B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 358 increasing their positions, 314 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $17.9B → $18.6B (+$744M)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
904
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$96.4M
2 +$85.2M
3 +$83.5M
4
Invesco
Invesco
Georgia
+$66.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$65.5M

Top Sellers

1 -$396M
2 -$165M
3 -$111M
4
Millennium Management
Millennium Management
New York
-$81.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
876
Addison Advisors
Vermont
$1.96K
PCFFS
877
Pacific Center for Financial Services
California
$1.67K
IHWM
878
Iron Horse Wealth Management
Iowa
$1.63K
CFS
879
CGC Financial Services
Oregon
$1.63K
KG
880
Kilter Group
New York
$1.47K
PWM
881
Parkworth Wealth Management
California
$1.47K
LWMI
882
Legacy Wealth Management (Idaho)
Idaho
$1.31K
CFFP
883
Center for Financial Planning
Michigan
$1.31K
LIS
884
Legacy Investment Solutions
Idaho
$1.31K
BHWM
885
Bay Harbor Wealth Management
Maryland
$1.31K
TFM
886
TFC Financial Management
Massachusetts
$1.14K
WCM
887
Winthrop Capital Management
Indiana
$1K
PWA
888
Physician Wealth Advisors
Utah
$981
HIA
889
HFM Investment Advisors
New Jersey
$980
TIM
890
Tortoise Investment Management
New York
$980
Kayne Anderson Rudnick Investment Management
891
Kayne Anderson Rudnick Investment Management
California
$980
HFS
892
Hughes Financial Services
Virginia
$803
AT
893
Arlington Trust
Alabama
$653
BFS
894
Bare Financial Services
Pennsylvania
$653
DF
895
DecisionPoint Financial
Arizona
$508
WCM
896
WealthTrak Capital Management
Virginia
$491
PWA
897
Principia Wealth Advisory
Texas
$490
WA
898
WestEnd Advisors
North Carolina
$490
AP
899
Aspect Partners
Virginia
$490
NCM
900
Northwest Capital Management
Oregon
$348