WSM icon

Williams-Sonoma

907 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 359 increasing their positions, 315 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

more ownership

Funds ownership:

4% more capital invested

Capital invested by funds: $17.9B → $18.7B (+$744M)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
907
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$144M
Puts
$157M
Net Calls
Net Calls Change

Top Buyers

1 +$96.4M
2 +$85.2M
3 +$83.5M
4
Invesco
Invesco
Georgia
+$66.6M
5
First Trust Advisors
First Trust Advisors
Illinois
+$65.5M

Top Sellers

1 -$396M
2 -$165M
3 -$111M
4
Millennium Management
Millennium Management
New York
-$81.4M
5
Marshall Wace
Marshall Wace
United Kingdom
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
WB
951
WesBanco Bank
West Virginia
TSS
952
Two Sigma Securities
New York
GPWM
953
Grant Private Wealth Management
California
WAM
954
Wakefield Asset Management
Colorado
PCM
955
Prelude Capital Management
New York
PCS
956
Private Client Services
Kentucky
SQA
957
Simon Quick Advisors
New Jersey
SCA
958
Snowden Capital Advisors
New York
KFS
959
Kaizen Financial Strategies
California
DWA
960
Dorsey Wright & Associates
California
FC
961
Fulcrum Capital
Washington
AWA
962
Arkadios Wealth Advisors
Georgia
SGAM
963
Smith Group Asset Management
Texas
ST
964
Spinnaker Trust
Maine
AWM
965
AE Wealth Management
Kansas
TPI
966
Trust Point Inc
Wisconsin
MC
967
Machina Capital
France
FPAS
968
Focus Partners Advisor Solutions
Missouri
BC
969
Bridgefront Capital
Texas
PL
970
Perpetual Ltd
Australia
WBC
971
Westpac Banking Corp
Australia
KCM
972
Kathmere Capital Management
Pennsylvania
VFA
973
Valeo Financial Advisors
Indiana
CCM
974
Consolidated Capital Management
California
OWA
975
One Wealth Advisors
California