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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

more capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

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
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$142M
Puts
$161M
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$112M
3 +$98.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$72M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$56.1M

Top Sellers

1 -$121M
2 -$120M
3 -$98M
4
BlackRock
BlackRock
New York
-$54.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
601
Klingman & Associates
New York
$377K
TG
602
TCW Group
California
$377K
KWM
603
Kingsview Wealth Management
Oregon
$367K
CWS
604
Confluence Wealth Services
Pennsylvania
$366K
ITIM
605
Indiana Trust & Investment Management
Indiana
$365K
RC
606
RBF Capital
California
$365K
GPWM
607
Grant Private Wealth Management
California
$362K
HFS
608
Hantz Financial Services
Michigan
$362K
OL
609
Optas LLC
Texas
$361K
MWM
610
Mission Wealth Management
California
$360K
SAM
611
Smartleaf Asset Management
Massachusetts
$357K
NSUP
612
NLB Skladi upravljanje premozenja
$356K
KP
613
Keel Point
Alabama
$355K
SAM
614
Smithbridge Asset Management
Pennsylvania
$354K
APG
615
Abacus Planning Group
South Carolina
$353K
GC
616
Guggenheim Capital
Illinois
$349K
First Manhattan
617
First Manhattan
New York
$348K
LSA
618
Leonteq Securities AG
Switzerland
$347K
PT
619
Plimoth Trust
Massachusetts
$346K
SPC
620
Sigma Planning Corp
Michigan
$343K
LWM
621
Lodestone Wealth Management
Washington
$342K
GWM
622
Geneos Wealth Management
Colorado
$341K
HNW
623
High Note Wealth
Minnesota
$341K
MEAC
624
M.E. Allison & Co
Texas
$339K
GIA
625
GHP Investment Advisors
Colorado
$333K