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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
SN
801
Sittner & Nelson
Oregon
$44.1K
KA
802
Kozak & Associates
Colorado
$40.1K
NFSG
803
Newbridge Financial Services Group
Florida
$36.8K
BCWM
804
Bartlett & Co Wealth Management
Ohio
$35.9K
CAM
805
Costello Asset Management
Pennsylvania
$35.7K
HPC
806
HM Payson & Co
Maine
$35.7K
TFIPS
807
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.7K
CYG
808
Clean Yield Group
Vermont
$34.3K
TCM
809
Triumph Capital Management
Colorado
$33.6K
KFAS
810
Keating Financial Advisory Services
Kansas
$33.4K
SSG
811
Summit Securities Group
New York
$32.3K
VWWMG
812
Vermillion & White Wealth Management Group
Pennsylvania
$32.1K
TWD
813
True Wealth Design
Ohio
$31.4K
DE
814
DV Equities
Illinois
$31.3K
PFBT
815
Parkside Financial Bank & Trust
Missouri
$30.4K
MB
816
MidFirst Bank
Oklahoma
$30K
ST
817
Smithfield Trust
Pennsylvania
$29K
FRA
818
Front Row Advisors
California
$26.8K
AUB
819
Atlantic Union Bankshares
Virginia
$26.2K
RTL
820
Red Tortoise LLC
Georgia
$25.7K
CIAM
821
Caitong International Asset Management
Hong Kong
$24.6K
GLF
822
Groupe la Francaise
France
$24.5K
C
823
Covestor
United Kingdom
$24K
JWA
824
JFS Wealth Advisors
Pennsylvania
$23.8K
EA
825
Evolution Advisers
Virginia
$23K