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Williams-Sonoma

944 hedge funds and large institutions have $20.3B invested in Williams-Sonoma in 2025 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 327 increasing their positions, 362 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more first-time investments, than exits

New positions opened: 109 | Existing positions closed: 95

2.93% more ownership

Funds ownership: 92.26%95.19% (+2.9%)

0% more funds holding

Funds holding: 940944 (+4)

0% more call options, than puts

Call options by funds: $133M | Put options by funds: $133M

10% less repeat investments, than reductions

Existing positions increased: 327 | Existing positions reduced: 362

8% less capital invested

Capital invested by funds: $22B → $20.3B (-$1.68B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
944
Holders Change
+4
Holders Change %
+0.43%
% of All Funds
11.49%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
109
Increased
327
Reduced
362
Closed
95
Calls
$133M
Puts
$133M
Net Calls
+$249K
Net Calls Change
+$65.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CPCPP
551
Canada Post Corporation Pension Plan
Canada
$548K +$122K +650 +27%
OF
552
Optimize Financial
California
$534K +$7.5K +40 +1%
HIP
553
HUB Investment Partners
Texas
$533K +$102K +547 +22%
AI
554
Atria Investments
North Carolina
$533K -$15.9K -85 -3%
PC
555
PCB Capital
New Jersey
$531K +$557K +2,975 New
Twin Tree Management
556
Twin Tree Management
Texas
$530K +$556K +2,965 New
AO
557
Advisor OS
Illinois
$528K +$54.9K +293 +11%
WPC
558
Wedmont Private Capital
Pennsylvania
$513K +$48.7K +260 +11%
PWG
559
Portside Wealth Group
Utah
$513K +$23.2K +124 +5%
AG
560
Algert Global
California
$511K +$326K +1,740 +155%
SO
561
STRS Ohio
Ohio
$507K +$937 +5 +0.2%
FAL
562
Focused Alpha LLC
Colorado
$505K +$530K +2,827 New
LAM
563
L2 Asset Management
Massachusetts
$503K -$1.49M -7,944 -74%
Wealthfront Advisers
564
Wealthfront Advisers
California
$496K +$18.9K +101 +4%
Group One Trading
565
Group One Trading
Illinois
$493K -$170K -908 -25%
SSC
566
Syverson Strege & Co
Iowa
$491K -$749 -4 -0.1%
PI
567
PFG Investments
New York
$487K -$2.06K -11 -0.4%
CA
568
Cullinan Associates
Kentucky
$482K
DEA
569
DoubleLine ETF Adviser
Florida
$479K +$503K +2,684 New
JWM
570
Jeppson Wealth Management
California
$479K
BFWA
571
Benchmark Financial Wealth Advisors
Florida
$478K +$1.69K +9 +0.3%
BA
572
Bridgewater Associates
Connecticut
$476K -$258K -1,376 -34%
AWP
573
Abacus Wealth Partners
California
$473K +$497K +2,651 New
BEI
574
Benjamin Edwards Inc
Missouri
$468K -$4.5K -24 -0.9%
MOS
575
MGO One Seven
Ohio
$467K +$13.5K +72 +3%