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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
BW
701
Basepoint Wealth
Iowa
$244K
VFA
702
Valeo Financial Advisors
Indiana
$242K
TAM
703
Trust Asset Management
Texas
$242K
MG
704
Marex Group
$241K
MIM
705
Moseley Investment Management
Florida
$241K
SWP
706
Stratos Wealth Partners
Ohio
$238K
GCM
707
Genus Capital Management
British Columbia, Canada
$238K
PWP
708
Phillips Wealth Planners
Mississippi
$238K
TCBWMS
709
Texas Capital Bank Wealth Management Services
Texas
$237K
EI
710
EDMP Inc
Florida
$236K
VAG
711
VisionPoint Advisory Group
Texas
$236K
SEIA
712
Signature Estate & Investment Advisors
California
$235K
EC
713
EntryPoint Capital
New York
$234K
PA
714
Pinnacle Associates
New York
$234K
PFM
715
Patton Fund Management
Texas
$233K
DWM
716
Diversify Wealth Management
Utah
$233K
BPWM
717
Badgley Phelps Wealth Managers
Washington
$233K
IC
718
IEQ Capital
California
$232K
AWM
719
Apollon Wealth Management
South Carolina
$231K
FWCM
720
Ferguson Wellman Capital Management
Oregon
$229K
CAM
721
Congress Asset Management
Massachusetts
$229K
OCBCO
722
Oversea-Chinese Banking Corp (OCBC)
Singapore
$229K
KWA
723
Kingswood Wealth Advisors
California
$228K
SMA
724
Seven Mile Advisory
New Jersey
$228K
RF
725
Rossby Financial
Florida
$224K