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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
MIFH
801
Migdal Insurance & Financial Holdings
Israel
$57K
AG
802
AmeriFlex Group
Nevada
$56.3K
WW
803
Winnow Wealth
Texas
$55.3K
SIM
804
Sentry Investment Management
Wisconsin
$49K
RFP
805
Root Financial Partners
California
$48.6K
CT
806
Clearstead Trust
Maine
$47.1K
CAL
807
Capital Analysts LLC
Pennsylvania
$47K
BIA
808
Bell Investment Advisors
California
$46.8K
WETS
809
Wealth Enhancement Trust Services
South Dakota
$46.8K
A
810
AlphaQuest
New York
$46.4K
CB
811
Centennial Bank
Arkansas
$45.4K
SN
812
Sittner & Nelson
Oregon
$44.1K
KA
813
Kozak & Associates
Colorado
$40.1K
NFSG
814
Newbridge Financial Services Group
Florida
$36.8K
BCWM
815
Bartlett & Co Wealth Management
Ohio
$35.9K
CAM
816
Costello Asset Management
Pennsylvania
$35.7K
HPC
817
HM Payson & Co
Maine
$35.7K
TFIPS
818
Towarzystwo Funduszy Inwestycyjnych PZU SA
$35.7K
CYG
819
Clean Yield Group
Vermont
$34.3K
TCM
820
Triumph Capital Management
Colorado
$33.6K
KFAS
821
Keating Financial Advisory Services
Kansas
$33.4K
SSG
822
Summit Securities Group
New York
$32.3K
VWWMG
823
Vermillion & White Wealth Management Group
Pennsylvania
$32.1K
TWD
824
True Wealth Design
Ohio
$31.4K
DE
825
DV Equities
Illinois
$31.3K