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Williams-Sonoma

907 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 315 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 → $18.7B (+$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
907
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
SC
876
Solstein Capital
California
$2.78K
QWM
877
Quaker Wealth Management
New Jersey
$2.61K
SO
878
Sierra Ocean
California
$2.29K
AA
879
Addison Advisors
Vermont
$1.96K
PCFFS
880
Pacific Center for Financial Services
California
$1.67K
IHWM
881
Iron Horse Wealth Management
Iowa
$1.63K
CFS
882
CGC Financial Services
Oregon
$1.63K
KG
883
Kilter Group
New York
$1.47K
PWM
884
Parkworth Wealth Management
California
$1.47K
LWMI
885
Legacy Wealth Management (Idaho)
Idaho
$1.31K
CFFP
886
Center for Financial Planning
Michigan
$1.31K
LIS
887
Legacy Investment Solutions
Idaho
$1.31K
BHWM
888
Bay Harbor Wealth Management
Maryland
$1.31K
TFM
889
TFC Financial Management
Massachusetts
$1.14K
WCM
890
Winthrop Capital Management
Indiana
$1K
PWA
891
Physician Wealth Advisors
Utah
$981
HIA
892
HFM Investment Advisors
New Jersey
$980
TIM
893
Tortoise Investment Management
New York
$980
Kayne Anderson Rudnick Investment Management
894
Kayne Anderson Rudnick Investment Management
California
$980
HFS
895
Hughes Financial Services
Virginia
$803
AT
896
Arlington Trust
Alabama
$653
BFS
897
Bare Financial Services
Pennsylvania
$653
DF
898
DecisionPoint Financial
Arizona
$508
WCM
899
WealthTrak Capital Management
Virginia
$491
PWA
900
Principia Wealth Advisory
Texas
$490