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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
CJ
851
Caitlin John
Michigan
$13.2K
LWMI
852
Legacy Wealth Management (Idaho)
Idaho
$12.5K
AA
853
Ancora Advisors
Ohio
$12.1K
AWM
854
Abound Wealth Management
Tennessee
$12.1K
KFI
855
Key Financial Inc
Pennsylvania
$11.1K
FMP
856
Financial Management Professionals
Texas
$10.7K
TPCW
857
TD Private Client Wealth
New York
$10.5K
VWA
858
Valued Wealth Advisors
Utah
$10.1K
WA
859
WPG Advisers
Maryland
$10K
PB
860
Prosperity Bancshares
Texas
$9.82K
SPF
861
South Plains Financial
Texas
$9.29K
S
862
Sachetta
Massachusetts
$9.11K
MEG
863
Millstone Evans Group
Colorado
$9.11K
AGWCA
864
Annis Gardner Whiting Capital Advisors
Florida
$8.93K
FCAS
865
First Command Advisory Services
Texas
$8.57K
MFT
866
Moisand Fitzgerald Tamayo
Florida
$8.22K
SEP
867
Signature Equity Partners
Ohio
$8.05K
GBT
868
Grove Bank & Trust
Florida
$7.86K
AA
869
Addison Advisors
Vermont
$7.5K
CPG
870
Cornerstone Planning Group
New Jersey
$7.23K
RIL
871
Rothschild Investment LLC
Illinois
$7.21K
DWM
872
Darwin Wealth Management
Florida
$6.43K
MAM
873
Meeder Asset Management
Ohio
$6.25K
ACM
874
Aster Capital Management
United Arab Emirates
$6.25K
QA
875
Quattro Advisors
Pennsylvania
$6.11K