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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
OSAM
201
O'Shaughnessy Asset Management
Connecticut
$5.67M
Mariner
202
Mariner
Kansas
$5.56M
VanEck Associates
203
VanEck Associates
New York
$5.54M
JF
204
Jump Financial
Illinois
$5.46M
SCM
205
Seascape Capital Management
New Hampshire
$5.45M
Focus Partners Wealth
206
Focus Partners Wealth
Massachusetts
$5.43M
QT
207
Quantbot Technologies
New York
$5.41M
Creative Planning
208
Creative Planning
Kansas
$5.4M
CIBC World Market
209
CIBC World Market
Ontario, Canada
$5.3M
MIM
210
MetLife Investment Management
New Jersey
$5.24M
SIC
211
SFE Investment Counsel
California
$5.2M
BBWA
212
Bell & Brown Wealth Advisors
California
$5.06M
Handelsbanken Fonder
213
Handelsbanken Fonder
Sweden
$5.02M
CA
214
CapWealth Advisors
Tennessee
$4.95M
COPPSERS
215
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.93M
CNB
216
Czech National Bank
Czech Republic
$4.91M
SOADOR
217
State of Alaska Department of Revenue
Alaska
$4.87M
VPIM
218
Vanguard Personalized Indexing Management
California
$4.8M
CWM
219
Centric Wealth Management
Illinois
$4.77M
LAM
220
Lakewood Asset Management
Illinois
$4.63M
Bank of Nova Scotia
221
Bank of Nova Scotia
Ontario, Canada
$4.54M
AIMCA
222
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.46M
RWA
223
Roberts Wealth Advisors
California
$4.43M
MME
224
Meag Munich Ergo
Germany
$4.41M
BPA
225
Beacon Pointe Advisors
California
$4.4M