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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
LSA
751
Leonteq Securities AG
Switzerland
$193K
AF
752
Allworth Financial
California
$190K
RCM
753
Richardson Capital Management
Wisconsin
$179K
CT
754
Colonial Trust
South Carolina
$168K
CFB
755
Cullen/Frost Bankers
Texas
$167K
OAM
756
Ostrum Asset Management
France
$153K
JFGIW
757
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
CAL
758
Capital Advisors Ltd
Ohio
$146K
AWM
759
Activest Wealth Management
Florida
$144K
ZBNA
760
Zions Bancorporation, National Association
Utah
$137K
AIC
761
Archer Investment Corporation
Indiana
$132K
VNA
762
Valley National Advisers
Pennsylvania
$127K
SWM
763
Spire Wealth Management
Virginia
$126K
SAG
764
SageView Advisory Group
California
$126K
DIP
765
DT Investment Partners
Pennsylvania
$124K
QC
766
Quent Capital
New York
$119K
DCM
767
Dorato Capital Management
Colorado
$107K
TFA
768
Transamerica Financial Advisors
Florida
$107K
PMFA
769
Plante Moran Financial Advisors
Michigan
$106K
HIA
770
Harbor Investment Advisory
Maryland
$106K
SOW
771
State of Wyoming
Wyoming
$102K
BLC
772
Brown, Lisle/Cummings
Rhode Island
$100K
OC
773
Oakworth Capital
Alabama
$94.7K
EWA
774
EverSource Wealth Advisors
Alabama
$94.7K
IA
775
IFP Advisors
Florida
$93.9K