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Williams-Sonoma

926 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 298 increasing their positions, 372 reducing their positions, and 70 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: 298 | Existing positions reduced: 372

32% less call options, than puts

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

Holders
926
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 -$435M
2 -$92.1M
3 -$89.4M
4
BlackRock
BlackRock
New York
-$72.3M
5
Morgan Stanley
Morgan Stanley
New York
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
876
JPL Wealth Management
Colorado
$8.6K
AGWCA
877
Annis Gardner Whiting Capital Advisors
Florida
$7.82K
DWM
878
Darwin Wealth Management
Florida
$7.04K
DPW
879
DiNuzzo Private Wealth
Pennsylvania
$6.4K
RIL
880
Rothschild Investment LLC
Illinois
$6.06K
AW
881
Avion Wealth
Texas
$6K
HNB
882
Hilltop National Bank
Wyoming
$5.86K
DF
883
Dunhill Financial
United Kingdom
$5.71K
EWP
884
Elevation Wealth Partners
California
$5.67K
WB
885
Webster Bank
Connecticut
$5.47K
HHMI
886
Howard Hughes Medical Institute
Maryland
$5.08K
AA
887
Addison Advisors
Vermont
$4.5K
AS
888
Altshuler Shaham
Israel
$4.3K
TFA
889
Toth Financial Advisory
Virginia
$3.91K
BGAI
890
Bruce G. Allen Investments
Colorado
$3.91K
OA
891
Operose Advisors
Wisconsin
$3.91K
RWS
892
Retirement Wealth Solutions
Wisconsin
$3.91K
RWM
893
Rialto Wealth Management
New York
$3.52K
QWM
894
Quaker Wealth Management
New Jersey
$3.13K
RS
895
Rakuten Securities
Japan
$3.13K
T. Rowe Price Investment Management
896
T. Rowe Price Investment Management
Maryland
$3K
FLP
897
Financial Life Planners
Arizona
$2.54K
MAM
898
Marquette Asset Management
Minnesota
$2.54K
HWA
899
Heartwood Wealth Advisors
Virginia
$2.35K
WCM
900
Winthrop Capital Management
Indiana
$2K