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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
OCWP
851
Owl Creek Wealth Partners
Colorado
$8.94K +$9.78K +49 New
JGCM
852
Joseph Group Capital Management
Ohio
$8.93K +$9.78K +49 New
FCAS
853
First Command Advisory Services
Texas
$8.75K
AGWCA
854
Annis Gardner Whiting Capital Advisors
Florida
$8.57K -$599 -3 -6%
MFT
855
Moisand Fitzgerald Tamayo
Florida
$8.39K
AA
856
Addison Advisors
Vermont
$8.21K +$599 +3 +7%
VWA
857
Valued Wealth Advisors
Utah
$7.78K -$2.79K -14 -25%
DF
858
Dunhill Financial
United Kingdom
$6.94K +$1.4K +7 +23%
SIC
859
SJS Investment Consulting
Ohio
$6.75K +$1.4K +7 +23%
DWM
860
Darwin Wealth Management
Florida
$6.56K
DPW
861
DiNuzzo Private Wealth
Pennsylvania
$6.2K
JWM
862
JPL Wealth Management
Colorado
$6.2K +$6.79K +34 New
SEP
863
Signature Equity Partners
Ohio
$6.04K -$2.4K -12 -27%
AW
864
Avion Wealth
Texas
$6K +$799 +4 +14%
JFG
865
JDM Financial Group
Texas
$5.65K +$6.19K +31 New
HNB
866
Hilltop National Bank
Wyoming
$5.47K
LI
867
LRI Investments
Florida
$5.47K +$5.99K +30 New
SHIM
868
Stone House Investment Management
Pennsylvania
$5.29K +$5.79K +29 New
WB
869
Webster Bank
Connecticut
$5.11K
KAS
870
Kemnay Advisory Services
New York
$5.11K +$5.59K +28 New
OA
871
Operose Advisors
Wisconsin
$4.01K +$399 +2 +10%
AS
872
Altshuler Shaham
Israel
$4.01K -$200 -1 -4%
MCM
873
MV Capital Management
Maryland
$3.83K
RWM
874
Rialto Wealth Management
New York
$3.83K +$799 +4 +24%
BGAI
875
Bruce G. Allen Investments
Colorado
$3.65K