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Williams-Sonoma

923 hedge funds and large institutions have $20.4B invested in Williams-Sonoma in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 312 increasing their positions, 370 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more capital invested

Capital invested by funds: $20.3B → $20.4B (+$87.3M)

5% less first-time investments, than exits

New positions opened: 100 | Existing positions closed: 105

1.33% less ownership

Funds ownership: 95.19%93.86% (-1.3%)

2% less funds holding

Funds holding: 944923 (-21)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less call options, than puts

Call options by funds: $142M | Put options by funds: $161M

16% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 370

Holders
923
Holders Change
-21
Holders Change %
-2.22%
% of All Funds
11.37%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.15%
New
100
Increased
312
Reduced
370
Closed
105
Calls
$142M
Puts
$161M
Net Calls
-$19.7M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.11B -$54.1M -270,789 -2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$2.03B +$401M +2,009,032 +22%
VCM
3
Vanguard Capital Management
Pennsylvania
$1.42B +$1.55B +7,763,405 New
BC
4
Blackhill Capital
New Jersey
$1.4B -$901K -4,512 -0.1%
VPM
5
Vanguard Portfolio Management
Pennsylvania
$1.09B +$1.2B +6,005,471 New
State Street
6
State Street
Massachusetts
$1.06B -$46.7M -233,871 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$758M +$47.5M +237,878 +6%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$694M +$56.1M +280,998 +8%
First Trust Advisors
9
First Trust Advisors
Illinois
$486M +$44.8M +224,128 +9%
Invesco
10
Invesco
Georgia
$325M +$23.9M +119,818 +7%
UBS AM
11
UBS AM
Illinois
$316M -$36.8M -184,058 -10%
Victory Capital Management
12
Victory Capital Management
Texas
$293M +$98.2M +491,643 +44%
Northern Trust
13
Northern Trust
Illinois
$293M -$12.3M -61,685 -4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$270M +$4.17M +20,886 +1%
Boston Partners
15
Boston Partners
Massachusetts
$224M -$10.8M -53,946 -4%
Bank of America
16
Bank of America
North Carolina
$202M +$112M +561,977 +103%
Morgan Stanley
17
Morgan Stanley
New York
$193M -$3.7M -18,509 -2%
LGP
18
Leonard Green & Partners
California
$182M
VOYA Investment Management
19
VOYA Investment Management
Georgia
$182M -$18.3M -91,496 -8%
Principal Financial Group
20
Principal Financial Group
Iowa
$180M -$5.27M -26,389 -3%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$172M +$13.6M +68,356 +8%
Goldman Sachs
22
Goldman Sachs
New York
$165M +$4.32M +21,653 +2%
Nordea Investment Management
23
Nordea Investment Management
Sweden
$160M -$16M -80,171 -8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$149M -$6.47M -32,379 -4%
JP Morgan Chase
25
JP Morgan Chase
New York
$149M +$72M +360,673 +75%