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Williams-Sonoma

936 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, 300 increasing their positions, 376 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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
S
876
Sachetta
Massachusetts
$9.97K
MEG
877
Millstone Evans Group
Colorado
$9.97K
MFT
878
Moisand Fitzgerald Tamayo
Florida
$8.99K
MG
879
Mather Group
Illinois
$8.79K
GBT
880
Grove Bank & Trust
Florida
$8.6K
JWM
881
JPL Wealth Management
Colorado
$8.6K
AGWCA
882
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
DWM
883
Darwin Wealth Management
Florida
$7.04K
DPW
884
DiNuzzo Private Wealth
Pennsylvania
$6.4K
RIL
885
Rothschild Investment LLC
Illinois
$6.06K
AW
886
Avion Wealth
Texas
$6K
HNB
887
Hilltop National Bank
Wyoming
$5.86K
DF
888
Dunhill Financial
United Kingdom
$5.71K
EWP
889
Elevation Wealth Partners
California
$5.67K
WB
890
Webster Bank
Connecticut
$5.47K
HHMI
891
Howard Hughes Medical Institute
Maryland
$5.08K
AA
892
Addison Advisors
Vermont
$4.5K
AS
893
Altshuler Shaham
Israel
$4.3K
OA
894
Operose Advisors
Wisconsin
$3.91K
BGAI
895
Bruce G. Allen Investments
Colorado
$3.91K
TFA
896
Toth Financial Advisory
Virginia
$3.91K
MCM
897
MV Capital Management
Maryland
$3.91K
RWS
898
Retirement Wealth Solutions
Wisconsin
$3.91K
RWM
899
Rialto Wealth Management
New York
$3.52K
QWM
900
Quaker Wealth Management
New Jersey
$3.13K