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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

more call options, than puts

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

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
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

Top Buyers

1 +$96.8M
2 +$63M
3 +$57.2M
4
AAF
Andra AP-fonden
Sweden
+$44.7M
5
WorldQuant Millennium Advisors
WorldQuant Millennium Advisors
New York
+$44.3M

Top Sellers

1 -$139M
2 -$87.8M
3 -$81.2M
4
UBS Group
UBS Group
Switzerland
-$76M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$60.1M
Name Holding Trade Value Shares
Change
Change in
Stake
EFG
701
Ehrlich Financial Group
California
$249K
CAM
702
Claret Asset Management
Quebec, Canada
$249K
CIG
703
Cullen Investment Group
Louisiana
$249K
HSA
704
HBK Sorce Advisory
Pennsylvania
$249K
SI
705
Saxon Interests
Texas
$249K
MA
706
Mutual Advisors
Nebraska
$247K
BMCM
707
Bryn Mawr Capital Management
Pennsylvania
$245K
CBTWT
708
Community Bank & Trust (Waco, Texas)
Texas
$245K
BW
709
Basepoint Wealth
Iowa
$244K
VFA
710
Valeo Financial Advisors
Indiana
$242K
TAM
711
Trust Asset Management
Texas
$242K
MG
712
Marex Group
$241K
MIM
713
Moseley Investment Management
Florida
$241K
SWP
714
Stratos Wealth Partners
Ohio
$238K
GCM
715
Genus Capital Management
British Columbia, Canada
$238K
PWP
716
Phillips Wealth Planners
Mississippi
$238K
TCBWMS
717
Texas Capital Bank Wealth Management Services
Texas
$237K
EI
718
EDMP Inc
Florida
$236K
VAG
719
VisionPoint Advisory Group
Texas
$236K
SEIA
720
Signature Estate & Investment Advisors
California
$235K
EC
721
EntryPoint Capital
New York
$234K
PA
722
Pinnacle Associates
New York
$234K
PFM
723
Patton Fund Management
Texas
$233K
DWM
724
Diversify Wealth Management
Utah
$233K
BPWM
725
Badgley Phelps Wealth Managers
Washington
$233K