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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
CAM
851
Costello Asset Management
Pennsylvania
$46.6K
HPC
852
HM Payson & Co
Maine
$46.6K
SN
853
Sittner & Nelson
Oregon
$46.6K
TFIPS
854
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.6K
AT
855
Arlington Trust
Alabama
$46.6K +$39.6K +200 New
KA
856
Kozak & Associates
Colorado
$46K
ZBNA
857
Zions Bancorporation, National Association
Utah
$45.9K -$1.39K -7 -3%
TCM
858
Triumph Capital Management
Colorado
$43.8K
Walleye Capital
859
Walleye Capital
New York
$41.5K -$2.93M -14,769 -99%
APFP
860
Action Point Financial Planning
Michigan
$39.9K +$33.9K +171 New
MEG
861
Millstone Evans Group
Colorado
$39.2K
FRA
862
Front Row Advisors
California
$37.6K
ST
863
Smithfield Trust
Pennsylvania
$37K
SGFG
864
Silver Grove Financial Group
New York
$36.1K +$30.7K +155 New
MAM
865
Meeder Asset Management
Ohio
$35.4K +$13.7K +69 +83%
SWP
866
Strategic Wealth Partners
Ohio
$35.4K
AUB
867
Atlantic Union Bankshares
Virginia
$34.2K
TWD
868
True Wealth Design
Ohio
$33.6K -$2.77K -14 -9%
JWA
869
JFS Wealth Advisors
Pennsylvania
$32.2K
TWIM
870
TIAA Wealth Investment Management
New York
$31.3K
IWM
871
IMG Wealth Management
Florida
$31K +$1.59K +8 +6%
AF
872
Advisornet Financial
Minnesota
$30.1K +$24.8K +125 +3,125%
EA
873
Evolution Advisers
Virginia
$30K
EF
874
Entrust Financial
Pennsylvania
$28.8K
FDCP
875
Foster Dykema Cabot & Partners
Massachusetts
$28.4K

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.