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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
DT
1001
Diversified Trust
Tennessee
TA
1002
TFB Advisors
Kansas
SB
1003
Strategic Blueprint
Georgia
MIA
1004
MainStreet Investment Advisors
Illinois
PCMC
1005
Paragon Capital Management (Colorado)
Colorado
MWM
1006
MOKAN Wealth Management
Kansas
LP
1007
LGL Partners
Pennsylvania
KIM
1008
Kestra Investment Management
Texas
CSA
1009
Cottage Street Advisors
Massachusetts
LIM
1010
Leavell Investment Management
Alabama
SLC
1011
Second Line Capital
Louisiana
SAM
1012
Silvercrest Asset Management
New York
PS
1013
Planned Solutions
California
PWA
1014
Providence Wealth Advisors
Illinois
ASN
1015
Advisory Services Network
Georgia
DZ Bank
1016
DZ Bank
Germany
WA
1017
Westfuller Advisors
New York
SIC
1018
Salem Investment Counselors
North Carolina
PPA
1019
Painted Porch Advisors
California
RA
1020
Rise Advisors
New York
UOTTAIMCU
1021
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
PSFG
1022
Park Square Financial Group
Georgia
SAM
1023
Strive Asset Management
Ohio
BDPWM
1024
Barnes Dennig Private Wealth Management
Ohio
GWSG
1025
GPS Wealth Strategies Group
Colorado