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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
RS
901
Rakuten Securities
Japan
$3.13K
T. Rowe Price Investment Management
902
T. Rowe Price Investment Management
Maryland
$3K
KG
903
Kilter Group
New York
$2.74K
FLP
904
Financial Life Planners
Arizona
$2.54K
MAM
905
Marquette Asset Management
Minnesota
$2.54K
HWA
906
Heartwood Wealth Advisors
Virginia
$2.35K
WCM
907
Winthrop Capital Management
Indiana
$2K
PCFFS
908
Pacific Center for Financial Services
California
$2K
CFS
909
CGC Financial Services
Oregon
$1.96K
PWA
910
Physician Wealth Advisors
Utah
$1.96K
BHWM
911
Bay Harbor Wealth Management
Maryland
$1.76K
TIM
912
Tortoise Investment Management
New York
$1.76K
AAS
913
Ameritas Advisory Services
Nebraska
$1.56K
LWMI
914
Legacy Wealth Management (Idaho)
Idaho
$1.56K
AT
915
Avalon Trust
New Mexico
$1.56K
CIA
916
Cape Investment Advisory
Georgia
$1.56K
TFM
917
TFC Financial Management
Massachusetts
$1.37K
HIA
918
HFM Investment Advisors
New Jersey
$1.37K
Kayne Anderson Rudnick Investment Management
919
Kayne Anderson Rudnick Investment Management
California
$1.17K
CCM
920
Cloud Capital Management
Washington
$1K
APW
921
Aventura Private Wealth
Florida
$782
BFS
922
Bare Financial Services
Pennsylvania
$782
SA
923
Seneschal Advisors
Washington
$782
EFMH
924
E Fund Management (HK)
Hong Kong
$782
HFS
925
Hughes Financial Services
Virginia
$779