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Williams-Sonoma

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916940 (+24)

0.65% less ownership

Funds ownership: 92.91%92.26% (-0.65%)

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: 376

32% less call options, than puts

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

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
901
Toth Financial Advisory
Virginia
$3.91K
RWS
902
Retirement Wealth Solutions
Wisconsin
$3.91K +$3.82K +20 New
RWM
903
Rialto Wealth Management
New York
$3.52K +$191 +1 +6%
QWM
904
Quaker Wealth Management
New Jersey
$3.13K
RS
905
Rakuten Securities
Japan
$3.13K +$3.06K +16 New
T. Rowe Price Investment Management
906
T. Rowe Price Investment Management
Maryland
$3K +$2.29K +12 New
KG
907
Kilter Group
New York
$2.74K +$956 +5 +56%
FLP
908
Financial Life Planners
Arizona
$2.54K +$2.48K +13 New
MAM
909
Marquette Asset Management
Minnesota
$2.54K +$2.48K +13 New
HWA
910
Heartwood Wealth Advisors
Virginia
$2.35K +$2.29K +12 New
WCM
911
Winthrop Capital Management
Indiana
$2K
PCFFS
912
Pacific Center for Financial Services
California
$2K
CFS
913
CGC Financial Services
Oregon
$1.96K
PWA
914
Physician Wealth Advisors
Utah
$1.96K +$764 +4 +67%
BHWM
915
Bay Harbor Wealth Management
Maryland
$1.76K +$191 +1 +13%
TIM
916
Tortoise Investment Management
New York
$1.76K +$573 +3 +50%
AAS
917
Ameritas Advisory Services
Nebraska
$1.56K -$82.8K -433 -98%
LWMI
918
Legacy Wealth Management (Idaho)
Idaho
$1.56K
AT
919
Avalon Trust
New Mexico
$1.56K +$1.53K +8 New
CIA
920
Cape Investment Advisory
Georgia
$1.56K +$1.53K +8 New
TFM
921
TFC Financial Management
Massachusetts
$1.37K
HIA
922
HFM Investment Advisors
New Jersey
$1.37K +$191 +1 +17%
Kayne Anderson Rudnick Investment Management
923
Kayne Anderson Rudnick Investment Management
California
$1.17K
CCM
924
Cloud Capital Management
Washington
$1K +$1.53K +8 New
APW
925
Aventura Private Wealth
Florida
$782