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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
RTL
801
Red Tortoise LLC
Georgia
$26.3K
JWA
802
JFS Wealth Advisors
Pennsylvania
$25.2K +$998 +5 +4%
TWIM
803
TIAA Wealth Investment Management
New York
$24.4K +$26.8K +134 New
EA
804
Evolution Advisers
Virginia
$24K
IWM
805
IMG Wealth Management
Florida
$22.8K +$22.4K +112 +862%
EF
806
Entrust Financial
Pennsylvania
$22.5K
FDCP
807
Foster Dykema Cabot & Partners
Massachusetts
$22.2K
AA
808
Ancora Advisors
Ohio
$21.9K +$10.4K +52 +76%
SSA
809
Schonfeld Strategic Advisors
New York
$21.9K +$24K +120 New
GLF
810
Groupe la Francaise
France
$21.5K -$3.79K -19 -14%
SL
811
Salomon & Ludwin
Virginia
$21.1K +$18.4K +92 +368%
FFO
812
Fortitude Family Office
Arizona
$20.2K +$6.19K +31 +39%
GSWM
813
Golden State Wealth Management
California
$20.2K
MWA
814
Medallion Wealth Advisors
Connecticut
$20.1K
MCM
815
Manchester Capital Management
Vermont
$19.9K +$599 +3 +3%
CNBTD
816
Citizens National Bank Trust Department
Mississippi
$18.2K
VEA
817
Virtus ETF Advisers
New York
$18.1K -$3K -15 -13%
GKIM
818
GW&K Investment Management
Massachusetts
$18K +$2K +10 +11%
BDPWM
819
Barnes Dennig Private Wealth Management
Ohio
$17.9K +$19.6K +98 New
TPWA
820
Twin Peaks Wealth Advisors
California
$17.9K +$19.6K +98 New
FFA
821
Frazier Financial Advisors
Ohio
$17K +$18.6K +93 New
PWMG
822
Private Wealth Management Group
New Jersey
$16.4K
CYG
823
Clean Yield Group
Vermont
$16K -$20.8K -104 -54%
T
824
Tidemark
California
$15.7K +$399 +2 +2%
WIM
825
Westside Investment Management
California
$15.3K