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Williams-Sonoma

938 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, 301 increasing their positions, 375 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: 301 | Existing positions reduced: 375

32% less call options, than puts

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

Holders
938
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
VWA
876
Valued Wealth Advisors
Utah
$10.3K
SPF
877
South Plains Financial
Texas
$10.2K
S
878
Sachetta
Massachusetts
$9.97K
MEG
879
Millstone Evans Group
Colorado
$9.97K
MFT
880
Moisand Fitzgerald Tamayo
Florida
$8.99K
MG
881
Mather Group
Illinois
$8.79K
GBT
882
Grove Bank & Trust
Florida
$8.6K
JWM
883
JPL Wealth Management
Colorado
$8.6K
AGWCA
884
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
DWM
885
Darwin Wealth Management
Florida
$7.04K
DPW
886
DiNuzzo Private Wealth
Pennsylvania
$6.4K
RIL
887
Rothschild Investment LLC
Illinois
$6.06K
AW
888
Avion Wealth
Texas
$6K
HNB
889
Hilltop National Bank
Wyoming
$5.86K
DF
890
Dunhill Financial
United Kingdom
$5.71K
EWP
891
Elevation Wealth Partners
California
$5.67K
WB
892
Webster Bank
Connecticut
$5.47K
HHMI
893
Howard Hughes Medical Institute
Maryland
$5.08K
AA
894
Addison Advisors
Vermont
$4.5K
AS
895
Altshuler Shaham
Israel
$4.3K
OA
896
Operose Advisors
Wisconsin
$3.91K
TFA
897
Toth Financial Advisory
Virginia
$3.91K
BGAI
898
Bruce G. Allen Investments
Colorado
$3.91K
MCM
899
MV Capital Management
Maryland
$3.91K
RWS
900
Retirement Wealth Solutions
Wisconsin
$3.91K