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Williams-Sonoma

902 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, 312 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
902
Holders Change
+13
Holders Change %
+1.46%
% of All Funds
12.09%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.23%
New
119
Increased
359
Reduced
312
Closed
88
Calls
$144M
Puts
$157M
Net Calls
-$12.8M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Shares
Change %
CFS
876
CGC Financial Services
Oregon
$1.63K
IHWM
877
Iron Horse Wealth Management
Iowa
$1.63K
KG
878
Kilter Group
New York
$1.47K +$1.47K +9 New
PWM
879
Parkworth Wealth Management
California
$1.47K +$817 +5 +125%
LWMI
880
Legacy Wealth Management (Idaho)
Idaho
$1.31K -$817 -5 -38%
CFFP
881
Center for Financial Planning
Michigan
$1.31K
LIS
882
Legacy Investment Solutions
Idaho
$1.31K +$1.31K +8 New
BHWM
883
Bay Harbor Wealth Management
Maryland
$1.31K +$653 +4 +100%
TFM
884
TFC Financial Management
Massachusetts
$1.14K +$817 +5 +250%
WCM
885
Winthrop Capital Management
Indiana
$1K
PWA
886
Physician Wealth Advisors
Utah
$981 -$327 -2 -25%
HIA
887
HFM Investment Advisors
New Jersey
$980 +$327 +2 +50%
Kayne Anderson Rudnick Investment Management
888
Kayne Anderson Rudnick Investment Management
California
$980 +$980 +6 New
TIM
889
Tortoise Investment Management
New York
$980 +$980 +6 New
HFS
890
Hughes Financial Services
Virginia
$803 -$1.61K -8 -67%
AT
891
Arlington Trust
Alabama
$653 -$3.59K -22 -85%
BFS
892
Bare Financial Services
Pennsylvania
$653 -$1.14K -7 -64%
DF
893
DecisionPoint Financial
Arizona
$508 +$508 +3 New
WCM
894
WealthTrak Capital Management
Virginia
$491 -$982 -6 -67%
PWA
895
Principia Wealth Advisory
Texas
$490 -$490 -3 -50%
WA
896
WestEnd Advisors
North Carolina
$490
AP
897
Aspect Partners
Virginia
$490 +$490 +3 New
NCM
898
Northwest Capital Management
Oregon
$348
RCM
899
Raleigh Capital Management
North Carolina
$328 +$328 +2 New
ACA
900
American Capital Advisory
Idaho
$327 +$327 +2 New