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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
RTL
801
Red Tortoise LLC
Georgia
$26.3K
JWA
802
JFS Wealth Advisors
Pennsylvania
$25.2K
TWIM
803
TIAA Wealth Investment Management
New York
$24.4K
EA
804
Evolution Advisers
Virginia
$24K
IWM
805
IMG Wealth Management
Florida
$22.8K
EF
806
Entrust Financial
Pennsylvania
$22.5K
FDCP
807
Foster Dykema Cabot & Partners
Massachusetts
$22.2K
AA
808
Ancora Advisors
Ohio
$21.9K
SSA
809
Schonfeld Strategic Advisors
New York
$21.9K
GLF
810
Groupe la Francaise
France
$21.5K
SL
811
Salomon & Ludwin
Virginia
$21.1K
FFO
812
Fortitude Family Office
Arizona
$20.2K
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
CNBTD
816
Citizens National Bank Trust Department
Mississippi
$18.2K
VEA
817
Virtus ETF Advisers
New York
$18.1K
GKIM
818
GW&K Investment Management
Massachusetts
$18K
BDPWM
819
Barnes Dennig Private Wealth Management
Ohio
$17.9K
TPWA
820
Twin Peaks Wealth Advisors
California
$17.9K
FFA
821
Frazier Financial Advisors
Ohio
$17K
PWMG
822
Private Wealth Management Group
New Jersey
$16.4K
CYG
823
Clean Yield Group
Vermont
$16K
T
824
Tidemark
California
$15.7K
WIM
825
Westside Investment Management
California
$15.3K