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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
WA
1001
Westfuller Advisors
New York
SIC
1002
Salem Investment Counselors
North Carolina
CAL
1003
Capital Analysts LLC
Pennsylvania
RA
1004
Rise Advisors
New York
UOTTAIMCU
1005
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
PSFG
1006
Park Square Financial Group
Georgia
SAM
1007
Strive Asset Management
Ohio
BDPWM
1008
Barnes Dennig Private Wealth Management
Ohio
GWSG
1009
GPS Wealth Strategies Group
Colorado
IUHSA
1010
Itau Unibanco Holding S.A.
Brazil
MG
1011
Mather Group
Illinois
JWM
1012
JPL Wealth Management
Colorado
RS
1013
Rakuten Securities
Japan
MAM
1014
Marquette Asset Management
Minnesota
FLP
1015
Financial Life Planners
Arizona
HWA
1016
Heartwood Wealth Advisors
Virginia
TIM
1017
Tortoise Investment Management
New York
CCM
1018
Cloud Capital Management
Washington
AT
1019
Avalon Trust
New Mexico
WWA
1020
Wealth Watch Advisors
Colorado
PAM
1021
Palisade Asset Management
Minnesota
NCM
1022
Northwest Capital Management
Oregon
NMG
1023
New Millennium Group
Utah
HC
1024
Hurley Capital
New York