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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
PCFFS
901
Pacific Center for Financial Services
California
$2K
CFS
902
CGC Financial Services
Oregon
$1.96K
PWA
903
Physician Wealth Advisors
Utah
$1.96K
BHWM
904
Bay Harbor Wealth Management
Maryland
$1.76K
TIM
905
Tortoise Investment Management
New York
$1.76K
AAS
906
Ameritas Advisory Services
Nebraska
$1.56K
LWMI
907
Legacy Wealth Management (Idaho)
Idaho
$1.56K
AT
908
Avalon Trust
New Mexico
$1.56K
TFM
909
TFC Financial Management
Massachusetts
$1.37K
HIA
910
HFM Investment Advisors
New Jersey
$1.37K
Kayne Anderson Rudnick Investment Management
911
Kayne Anderson Rudnick Investment Management
California
$1.17K
CCM
912
Cloud Capital Management
Washington
$1K
BFS
913
Bare Financial Services
Pennsylvania
$782
EFMH
914
E Fund Management (HK)
Hong Kong
$782
SA
915
Seneschal Advisors
Washington
$782
HFS
916
Hughes Financial Services
Virginia
$779
WA
917
WestEnd Advisors
North Carolina
$586
DF
918
DecisionPoint Financial
Arizona
$586
AP
919
Aspect Partners
Virginia
$586
NCM
920
Northwest Capital Management
Oregon
$418
ACA
921
American Capital Advisory
Idaho
$391
PAM
922
Palisade Asset Management
Minnesota
$391
WWA
923
Wealth Watch Advisors
Colorado
$391
HC
924
Hurley Capital
New York
$195
DCM
925
Davis Capital Management
Florida
$195