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Williams-Sonoma

930 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 298 increasing their positions, 374 reducing their positions, and 72 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: 374

32% less call options, than puts

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

Holders
930
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
HWA
901
Heartwood Wealth Advisors
Virginia
$2.35K
WCM
902
Winthrop Capital Management
Indiana
$2K
PCFFS
903
Pacific Center for Financial Services
California
$2K
CFS
904
CGC Financial Services
Oregon
$1.96K
PWA
905
Physician Wealth Advisors
Utah
$1.96K
BHWM
906
Bay Harbor Wealth Management
Maryland
$1.76K
TIM
907
Tortoise Investment Management
New York
$1.76K
AAS
908
Ameritas Advisory Services
Nebraska
$1.56K
LWMI
909
Legacy Wealth Management (Idaho)
Idaho
$1.56K
AT
910
Avalon Trust
New Mexico
$1.56K
CIA
911
Cape Investment Advisory
Georgia
$1.56K
TFM
912
TFC Financial Management
Massachusetts
$1.37K
HIA
913
HFM Investment Advisors
New Jersey
$1.37K
Kayne Anderson Rudnick Investment Management
914
Kayne Anderson Rudnick Investment Management
California
$1.17K
CCM
915
Cloud Capital Management
Washington
$1K
BFS
916
Bare Financial Services
Pennsylvania
$782
APW
917
Aventura Private Wealth
Florida
$782
SA
918
Seneschal Advisors
Washington
$782
EFMH
919
E Fund Management (HK)
Hong Kong
$782
HFS
920
Hughes Financial Services
Virginia
$779
WA
921
WestEnd Advisors
North Carolina
$586
DF
922
DecisionPoint Financial
Arizona
$586
AP
923
Aspect Partners
Virginia
$586
NCM
924
Northwest Capital Management
Oregon
$418
ACA
925
American Capital Advisory
Idaho
$391