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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
GPWM
601
Grant Private Wealth Management
California
$411K -$1.87K -10 -0.4%
PGAM
602
Princeton Global Asset Management
New Jersey
$411K
TC
603
TownSquare Capital
Utah
$406K +$34.7K +185 +9%
FTWA
604
Fifth Third Wealth Advisors
Ohio
$406K -$47.6K -254 -10%
NSUP
605
NLB Skladi upravljanje premozenja
$405K +$425K +2,268 New
WIA
606
World Investment Advisors
California
$403K +$73.3K +391 +21%
RA
607
RFG Advisory
Alabama
$402K -$13.5K -72 -3%
ACA
608
Aptus Capital Advisors
Alabama
$400K -$5.25K -28 -1%
PCP
609
Proficio Capital Partners
Massachusetts
$398K +$1.69K +9 +0.4%
BIG
610
Brooklyn Investment Group
New York
$391K +$391K +2,087 New
OL
611
Optas LLC
Texas
$390K +$163K +872 +67%
R
612
Rebalance
California
$389K
CWS
613
Confluence Wealth Services
Pennsylvania
$385K +$13.5K +72 +3%
SFS
614
Sunrise Financial Services
Washington
$383K +$402K +2,146 New
GM
615
GeoWealth Management
Illinois
$383K -$5.62K -30 -1%
CCM
616
Consolidated Capital Management
California
$382K +$187K +1,000 +88%
CP
617
Canopy Partners
Ohio
$380K +$4.5K +24 +1%
AG
618
Ascent Group
Virginia
$379K -$27.7K -148 -7%
SAM
619
Smartleaf Asset Management
Massachusetts
$374K -$17.1K -91 -4%
SC
620
Sapient Capital
Indiana
$367K +$1.5K +8 +0.4%
GIA
621
GHP Investment Advisors
Colorado
$365K -$69.5K -371 -15%
Walleye Capital
622
Walleye Capital
New York
$364K -$161K -860 -30%
TG
623
TCW Group
California
$362K +$380K +2,028 New
PCM
624
Prelude Capital Management
New York
$360K +$378K +2,016 New
DS
625
DRW Securities
Illinois
$358K -$15.2K -81 -4%