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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
BWG
976
Berry Wealth Group
Texas
BAM
977
Belpointe Asset Management
Nevada
SFO
978
Stenger Family Office
Illinois
PMAM
979
Picton Mahoney Asset Management
Ontario, Canada
RI
980
Ridgewood Investments
New Jersey
BIG
981
Brooklyn Investment Group
New York
QL
982
Quarry LP
New York
VT
983
Volterra Technologies
New York
SWA
984
SOA Wealth Advisors
New York
MPW
985
MASECO Private Wealth
OWA
986
Opal Wealth Advisors
New York
AWM
987
Atticus Wealth Management
Florida
MCI
988
MRP Capital Investments
Georgia
HCA
989
Harbor Capital Advisors
Illinois
NC
990
NewSquare Capital
Pennsylvania
TPWA
991
Twin Peaks Wealth Advisors
California
SS
992
Sunbelt Securities
Texas
BCMLT
993
Beacon Capital Management LLC (Tennessee)
Tennessee
GC
994
Garde Capital
Washington
ACM
995
Aster Capital Management
United Arab Emirates
SC
996
Solstein Capital
California
SO
997
Sierra Ocean
California
CFFP
998
Center for Financial Planning
Michigan
AT
999
Arlington Trust
Alabama
WCM
1000
WealthTrak Capital Management
Virginia