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Williams-Sonoma

996 hedge funds and large institutions have $26.3B invested in Williams-Sonoma in 2026 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 333 increasing their positions, 363 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 150 | Existing positions closed: 64

50% more funds holding in top 10

Funds holding in top 10: 1218 (+6)

29% more capital invested

Capital invested by funds: $20.4B → $26.3B (+$5.97B)

27% more call options, than puts

Call options by funds: $252M | Put options by funds: $199M

7% more funds holding

Funds holding: 929996 (+67)

2.05% more ownership

Funds ownership: 93.87%95.93% (+2.1%)

8% less repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 363

Holders
996
Holders Change
+67
Holders Change %
+7.21%
% of All Funds
12.03%
Holding in Top 10
18
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
150
Increased
333
Reduced
363
Closed
64
Calls
$252M
Puts
$199M
Net Calls
+$53.3M
Net Calls Change
+$73M
Name Holding Trade Value Shares
Change
Change in
Stake
CFM
801
Compass Financial Management
Florida
$174K +$139K +701 New
LIA
802
Limestone Investment Advisors
New York
$172K +$146K +737 New
DIP
803
DT Investment Partners
Pennsylvania
$162K
EB
804
Eastern Bank
Massachusetts
$159K +$135K +680 New
QC
805
Quent Capital
New York
$158K +$1.59K +8 +1%
LSA
806
Leonteq Securities AG
Switzerland
$157K -$244K -1,231 -65%
MHR
807
Matthew Hamilton Rosenberg
$156K +$54.3K +274 +69%
JFGIW
808
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
ACM
809
Aster Capital Management
United Arab Emirates
$148K +$126K +636 New
IA
810
IFP Advisors
Florida
$144K -$21.4K -108 -15%
TFA
811
Transamerica Financial Advisors
Florida
$139K -$6.34K -32 -5%
IA
812
IFG Advisory
Georgia
$139K +$118K +597 New
HI
813
Harbour Investments
Wisconsin
$136K +$7.93K +40 +7%
UB
814
UMB Bank
Missouri
$135K -$396 -2 -0.3%
EWA
815
EverSource Wealth Advisors
Alabama
$133K -$75.7K -382 -40%
HIA
816
Harbor Investment Advisory
Maryland
$127K -$5.95K -30 -5%
RFS
817
Richardson Financial Services
Massachusetts
$125K +$10.5K +53 +11%
OC
818
Oakworth Capital
Alabama
$121K
Los Angeles Capital Management
819
Los Angeles Capital Management
California
$120K -$373K -1,883 -79%
NL
820
NVWM LLC
Pennsylvania
$117K +$198 +1 +0.2%
DCM
821
Dorato Capital Management
Colorado
$115K
IFWM
822
Institute for Wealth Management
Colorado
$110K +$93.2K +470 New
ADL
823
Asset Dedication LLC
California
$109K
GAMA
824
Graticule Asia Macro Advisors
New York
$106K +$90.4K +456 New
AG
825
AmeriFlex Group
Nevada
$98.6K +$11.7K +59 +16%

WSM Hedge Fund Activity: Q2 2026 in Review

996 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2026, worth a combined $26.3B — up 29% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 150 funds opened new WSM positions and 64 closed out — a net gain of 86 holders — while 333 added to existing stakes and 363 trimmed.

The largest buyer was Nuveen, adding an estimated $168M. The largest seller was Fidelity Investments, cutting an estimated $503M.

  • 996 institutional investors held Williams-Sonoma (WSM) as of Q2 2026, up from 929 in Q1 2026.
  • Funds reported $26.3B of Williams-Sonoma stock for Q2 2026, up 29% quarter-over-quarter.
  • 150 funds opened new Williams-Sonoma positions in Q2 2026 and 64 closed out, a net change of +86 holders.
  • The largest Williams-Sonoma buyer in Q2 2026 was Nuveen, an estimated $168M added.
  • The largest Williams-Sonoma seller in Q2 2026 was Fidelity Investments, an estimated $503M sold.

Based on aggregated 13F filings for Q2 2026.