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Williams-Sonoma

904 hedge funds and large institutions have $18.6B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 358 increasing their positions, 314 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 → $18.6B (+$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
904
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
WAM
951
Wakefield Asset Management
Colorado
PCM
952
Prelude Capital Management
New York
PCS
953
Private Client Services
Kentucky
SQA
954
Simon Quick Advisors
New Jersey
SCA
955
Snowden Capital Advisors
New York
KFS
956
Kaizen Financial Strategies
California
DWA
957
Dorsey Wright & Associates
California
FC
958
Fulcrum Capital
Washington
AWA
959
Arkadios Wealth Advisors
Georgia
SGAM
960
Smith Group Asset Management
Texas
ST
961
Spinnaker Trust
Maine
AWM
962
AE Wealth Management
Kansas
TPI
963
Trust Point Inc
Wisconsin
MC
964
Machina Capital
France
FPAS
965
Focus Partners Advisor Solutions
Missouri
BC
966
Bridgefront Capital
Texas
WBC
967
Westpac Banking Corp
Australia
PL
968
Perpetual Ltd
Australia
KCM
969
Kathmere Capital Management
Pennsylvania
VFA
970
Valeo Financial Advisors
Indiana
CCM
971
Consolidated Capital Management
California
OWA
972
One Wealth Advisors
California
CWM
973
Congress Wealth Management
Massachusetts
SAM
974
Silvercrest Asset Management
New York
PCA
975
Pallas Capital Advisors
Massachusetts