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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
CCG
651
Catalina Capital Group
California
$289K
CIM
652
Catalyst Investment Management
New Hampshire
$289K -$15.4K -77 -5%
FBT
653
First Bank & Trust
South Dakota
$288K -$799 -4 -0.3%
PCIA
654
Prime Capital Investment Advisors
Kansas
$287K +$4.79K +24 +2%
BCG
655
BayBridge Capital Group
California
$286K
BC
656
Burney Company
Virginia
$285K -$535K -2,681 -63%
MOS
657
MGO One Seven
Ohio
$284K -$211K -1,059 -40%
RBI
658
Raiffeisen Bank International
Austria
$282K -$1.16M -5,824 -79%
CP
659
Creekside Partners
California
$281K -$162K -810 -34%
AWM
660
Apollon Wealth Management
South Carolina
$274K +$42.7K +214 +17%
CAM
661
Covenant Asset Management
New Jersey
$274K -$399 -2 -0.1%
FIB
662
First Interstate Bank
Montana
$273K
PAM
663
Paradigm Asset Management
New York
$273K
PA
664
Profund Advisors
Maryland
$273K -$47.1K -236 -14%
CWM
665
Cahaba Wealth Management
Georgia
$272K
QFA
666
Quantum Financial Advisors
California
$272K -$2.6K -13 -0.9%
PWAM
667
Private Wealth Asset Management
Iowa
$272K -$79.9K -400 -21%
ST
668
Spinnaker Trust
Maine
$267K
MWM
669
Maridea Wealth Management
New York
$264K +$289K +1,447 New
CAM
670
Clark Asset Management
New Hampshire
$263K
FWTB
671
First Western Trust Bank
Colorado
$263K
CFM
672
Catalyst Funds Management
Australia
$263K +$288K +1,441 New
PB
673
Pinnacle Bancorp
Nebraska
$263K
VFA
674
Valeo Financial Advisors
Indiana
$260K +$14.4K +72 +5%
MPWT
675
MassMutual Private Wealth & Trust
Connecticut
$258K -$62.1K -311 -18%