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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
UB
776
UMB Bank
Missouri
$92K
OP
777
ORG Partners
Indiana
$84.2K
ADL
778
Asset Dedication LLC
California
$83.6K
AIM
779
Anchor Investment Management
South Carolina
$77.8K
AF
780
Advisornet Financial
Minnesota
$74.2K
BWL
781
Bogart Wealth LLC
Virginia
$73K
RFS
782
Richardson Financial Services
Massachusetts
$71.6K
CP
783
Camelot Portfolios
Ohio
$71.5K
MHR
784
Matthew Hamilton Rosenberg
$70.5K
TM
785
Torren Management
California
$63.2K
OL
786
OneFund LLC
Florida
$61.1K
CH
787
Cromwell Holdings
Wyoming
$60.9K
PWPS
788
Pinnacle Wealth Planning Services
Ohio
$60K
EWM
789
Evermay Wealth Management
Virginia
$58.9K
SS
790
SBI Securities
Japan
$58.9K
MIFH
791
Migdal Insurance & Financial Holdings
Israel
$57K
AG
792
AmeriFlex Group
Nevada
$56.3K
WW
793
Winnow Wealth
Texas
$55.3K
SIM
794
Sentry Investment Management
Wisconsin
$49K
RFP
795
Root Financial Partners
California
$48.6K
CT
796
Clearstead Trust
Maine
$47.1K
BIA
797
Bell Investment Advisors
California
$46.8K
WETS
798
Wealth Enhancement Trust Services
South Dakota
$46.8K
A
799
AlphaQuest
New York
$46.4K
CB
800
Centennial Bank
Arkansas
$45.4K