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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
CPG
876
Cornerstone Planning Group
New Jersey
$11K +$92.3K +483 +2,300%
IUHSA
877
Itau Unibanco Holding S.A.
Brazil
$10.8K -$382 -2 -4%
VWA
878
Valued Wealth Advisors
Utah
$10.3K +$382 +2 +4%
SPF
879
South Plains Financial
Texas
$10.2K
S
880
Sachetta
Massachusetts
$9.97K
MEG
881
Millstone Evans Group
Colorado
$9.97K +$9.75K +51 New
MFT
882
Moisand Fitzgerald Tamayo
Florida
$8.99K
MG
883
Mather Group
Illinois
$8.79K +$8.6K +45 New
GBT
884
Grove Bank & Trust
Florida
$8.6K
JWM
885
JPL Wealth Management
Colorado
$8.6K +$8.41K +44 New
AGWCA
886
Annis Gardner Whiting Capital Advisors
Florida
$7.82K +$956 +5 +14%
DWM
887
Darwin Wealth Management
Florida
$7.04K
DPW
888
DiNuzzo Private Wealth
Pennsylvania
$6.4K
RIL
889
Rothschild Investment LLC
Illinois
$6.06K
AW
890
Avion Wealth
Texas
$6K +$1.53K +8 +31%
HNB
891
Hilltop National Bank
Wyoming
$5.86K
DF
892
Dunhill Financial
United Kingdom
$5.71K
EWP
893
Elevation Wealth Partners
California
$5.67K +$5.54K +29 New
WB
894
Webster Bank
Connecticut
$5.47K
HHMI
895
Howard Hughes Medical Institute
Maryland
$5.08K
AA
896
Addison Advisors
Vermont
$4.5K +$2.1K +11 +92%
AS
897
Altshuler Shaham
Israel
$4.3K -$764 -4 -15%
BGAI
898
Bruce G. Allen Investments
Colorado
$3.91K
MCM
899
MV Capital Management
Maryland
$3.91K
OA
900
Operose Advisors
Wisconsin
$3.91K