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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
CI
751
Cigna Investments
Connecticut
$206K
CWG
752
Cornerstone Wealth Group
North Carolina
$205K
GAG
753
Goodman Advisory Group
Massachusetts
$205K
JSW
754
Journey Strategic Wealth
New Jersey
$205K
HI
755
Harbour Investments
Wisconsin
$203K
AC
756
AlphaCore Capital
California
$203K
WRPWM
757
Werba Rubin Papier Wealth Management
California
$202K
FFN
758
Focus Financial Network
Minnesota
$201K
HNB
759
Huntington National Bank
Ohio
$201K
LSA
760
Leonteq Securities AG
Switzerland
$193K
AF
761
Allworth Financial
California
$190K
RCM
762
Richardson Capital Management
Wisconsin
$179K
CT
763
Colonial Trust
South Carolina
$168K
CFB
764
Cullen/Frost Bankers
Texas
$167K
OAM
765
Ostrum Asset Management
France
$153K
JFGIW
766
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
CAL
767
Capital Advisors Ltd
Ohio
$146K
AWM
768
Activest Wealth Management
Florida
$144K
ZBNA
769
Zions Bancorporation, National Association
Utah
$137K
AIC
770
Archer Investment Corporation
Indiana
$132K
VNA
771
Valley National Advisers
Pennsylvania
$127K
SWM
772
Spire Wealth Management
Virginia
$126K
SAG
773
SageView Advisory Group
California
$126K
DIP
774
DT Investment Partners
Pennsylvania
$124K
QC
775
Quent Capital
New York
$119K