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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
IB
726
Intrust Bank
Kansas
$224K
WT
727
Whittier Trust
California
$224K
EWM
728
Evercore Wealth Management
New York
$220K
BTI
729
Blue Trust Inc
Georgia
$218K
MAS
730
Meeder Advisory Services
Ohio
$216K
TW
731
Trajan Wealth
Arizona
$215K
FSA
732
Fort Sheridan Advisors
Illinois
$214K
BB
733
Berkshire Bank
Massachusetts
$214K
ICP
734
Interchange Capital Partners
Pennsylvania
$213K
CKAIS
735
Christensen King & Associates Investment Services
Washington
$212K
MCC
736
Money Concepts Capital
Florida
$211K
PE
737
PCM Encore
Colorado
$210K
CSPIA
738
Cary Street Partners Investment Advisory
Virginia
$209K
MA
739
MONECO Advisors
Connecticut
$207K
MFS
740
Mirabella Financial Services
United Kingdom
$207K
CW
741
CreativeOne Wealth
Kansas
$206K
CI
742
Cigna Investments
Connecticut
$206K
CWG
743
Cornerstone Wealth Group
North Carolina
$205K
GAG
744
Goodman Advisory Group
Massachusetts
$205K
JSW
745
Journey Strategic Wealth
New Jersey
$205K
HI
746
Harbour Investments
Wisconsin
$203K
AC
747
AlphaCore Capital
California
$203K
WRPWM
748
Werba Rubin Papier Wealth Management
California
$202K
FFN
749
Focus Financial Network
Minnesota
$201K
HNB
750
Huntington National Bank
Ohio
$201K