We are live on ! Find out more
WSM icon

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
CFO
776
CVA Family Office
Colorado
$46.3K
SOW
777
State of Wyoming
Wyoming
$40.5K
SSG
778
Summit Securities Group
New York
$39.7K
KA
779
Kozak & Associates
Colorado
$39K
BCWM
780
Bartlett & Co Wealth Management
Ohio
$38.6K
NFSG
781
Newbridge Financial Services Group
Florida
$37.7K
ZBNA
782
Zions Bancorporation, National Association
Utah
$37.2K
AIC
783
Archer Investment Corporation
Indiana
$36.8K
CAM
784
Costello Asset Management
Pennsylvania
$36.5K
HPC
785
HM Payson & Co
Maine
$36.5K
SN
786
Sittner & Nelson
Oregon
$36.5K
TFIPS
787
Towarzystwo Funduszy Inwestycyjnych PZU SA
$36.5K
TCM
788
Triumph Capital Management
Colorado
$34.3K
PFBT
789
Parkside Financial Bank & Trust
Missouri
$32.5K
MB
790
MidFirst Bank
Oklahoma
$32.3K
MEG
791
Millstone Evans Group
Colorado
$30.6K
BA
792
Ballast Advisors
Minnesota
$30.1K
ST
793
Smithfield Trust
Pennsylvania
$29K
TWD
794
True Wealth Design
Ohio
$28.8K
KFAS
795
Keating Financial Advisory Services
Kansas
$28.8K
OWA
796
Opal Wealth Advisors
New York
$27.9K
SWP
797
Strategic Wealth Partners
Ohio
$27.7K
FRA
798
Front Row Advisors
California
$27.4K
SIC
799
Salem Investment Counselors
North Carolina
$27.4K
AUB
800
Atlantic Union Bankshares
Virginia
$26.8K