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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
RWM
901
Rialto Wealth Management
New York
$3.52K
QWM
902
Quaker Wealth Management
New Jersey
$3.13K
RS
903
Rakuten Securities
Japan
$3.13K
T. Rowe Price Investment Management
904
T. Rowe Price Investment Management
Maryland
$3K
KG
905
Kilter Group
New York
$2.74K
FLP
906
Financial Life Planners
Arizona
$2.54K
MAM
907
Marquette Asset Management
Minnesota
$2.54K
HWA
908
Heartwood Wealth Advisors
Virginia
$2.35K
WCM
909
Winthrop Capital Management
Indiana
$2K
PCFFS
910
Pacific Center for Financial Services
California
$2K
CFS
911
CGC Financial Services
Oregon
$1.96K
PWA
912
Physician Wealth Advisors
Utah
$1.96K
BHWM
913
Bay Harbor Wealth Management
Maryland
$1.76K
TIM
914
Tortoise Investment Management
New York
$1.76K
AAS
915
Ameritas Advisory Services
Nebraska
$1.56K
LWMI
916
Legacy Wealth Management (Idaho)
Idaho
$1.56K
AT
917
Avalon Trust
New Mexico
$1.56K
CIA
918
Cape Investment Advisory
Georgia
$1.56K
TFM
919
TFC Financial Management
Massachusetts
$1.37K
HIA
920
HFM Investment Advisors
New Jersey
$1.37K
Kayne Anderson Rudnick Investment Management
921
Kayne Anderson Rudnick Investment Management
California
$1.17K
CCM
922
Cloud Capital Management
Washington
$1K
BFS
923
Bare Financial Services
Pennsylvania
$782
APW
924
Aventura Private Wealth
Florida
$782
SA
925
Seneschal Advisors
Washington
$782