WSM icon

Williams-Sonoma

928 hedge funds and large institutions have $20.2B invested in Williams-Sonoma in 2025 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 326 increasing their positions, 358 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

less funds holding

Funds holding:

9% less repeat investments, than reductions

Existing positions increased: 326 | Existing positions reduced: 358

8% less capital invested

Capital invested by funds: $21.9B → $20.2B (-$1.75B)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

Holders
928
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$133M
Puts
$133M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
676
Covenant Asset Management
New Jersey
$269K
QFA
677
Quantum Financial Advisors
California
$268K
PAM
678
Paradigm Asset Management
New York
$268K
FIB
679
First Interstate Bank
Montana
$268K
HAG
680
HighPoint Advisor Group
Illinois
$268K
CWM
681
Cahaba Wealth Management
Georgia
$266K
ST
682
Spinnaker Trust
Maine
$261K
FWTB
683
First Western Trust Bank
Colorado
$258K
CAM
684
Clark Asset Management
New Hampshire
$258K
PB
685
Pinnacle Bancorp
Nebraska
$257K
LTAS
686
Linden Thomas Advisory Services
North Carolina
$256K
WAP
687
Wealthcare Advisory Partners
Pennsylvania
$253K
SCM
688
Sheridan Capital Management
California
$252K
NW
689
NewEdge Wealth
Pennsylvania
$251K
WANY
690
Wealthspire Advisors (New York)
New York
$251K
PGF
691
Plan Group Financial
Oklahoma
$250K
GCS
692
Gordian Capital (Singapore)
Singapore
$250K
EFG
693
Ehrlich Financial Group
California
$249K
CAM
694
Claret Asset Management
Quebec, Canada
$249K
CIG
695
Cullen Investment Group
Louisiana
$249K
HSA
696
HBK Sorce Advisory
Pennsylvania
$249K
SI
697
Saxon Interests
Texas
$249K
MA
698
Mutual Advisors
Nebraska
$247K
BMCM
699
Bryn Mawr Capital Management
Pennsylvania
$245K
CBTWT
700
Community Bank & Trust (Waco, Texas)
Texas
$245K