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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
DCM
776
Dorato Capital Management
Colorado
$107K
TFA
777
Transamerica Financial Advisors
Florida
$107K
PMFA
778
Plante Moran Financial Advisors
Michigan
$106K
HIA
779
Harbor Investment Advisory
Maryland
$106K
SOW
780
State of Wyoming
Wyoming
$102K
BLC
781
Brown, Lisle/Cummings
Rhode Island
$100K
OC
782
Oakworth Capital
Alabama
$94.7K
EWA
783
EverSource Wealth Advisors
Alabama
$94.7K
IA
784
IFP Advisors
Florida
$93.9K
UB
785
UMB Bank
Missouri
$92K
OP
786
ORG Partners
Indiana
$84.2K
ADL
787
Asset Dedication LLC
California
$83.6K
AIM
788
Anchor Investment Management
South Carolina
$77.8K
AF
789
Advisornet Financial
Minnesota
$74.2K
BWL
790
Bogart Wealth LLC
Virginia
$73K
RFS
791
Richardson Financial Services
Massachusetts
$71.6K
CP
792
Camelot Portfolios
Ohio
$71.5K
MHR
793
Matthew Hamilton Rosenberg
$70.5K
CIAM
794
Caitong International Asset Management
Hong Kong
$69.7K
TM
795
Torren Management
California
$63.2K
OL
796
OneFund LLC
Florida
$61.1K
CH
797
Cromwell Holdings
Wyoming
$60.9K
PWPS
798
Pinnacle Wealth Planning Services
Ohio
$60K
EWM
799
Evermay Wealth Management
Virginia
$58.9K
SS
800
SBI Securities
Japan
$58.9K