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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
TFA
876
Toth Financial Advisory
Virginia
$3.65K
PWA
877
Physician Wealth Advisors
Utah
$3.65K
AFC
878
Ares Financial Consulting
California
$3.61K
BHWM
879
Bay Harbor Wealth Management
Maryland
$3.46K
RWS
880
Retirement Wealth Solutions
Wisconsin
$3.1K
HWA
881
Heritage Wealth Advisors
Virginia
$3.1K
EWP
882
Elevation Wealth Partners
California
$2.92K
MPW
883
MASECO Private Wealth
$2.75K
CFM
884
Cornerstone Financial Management
Massachusetts
$2.73K
IAS
885
IMA Advisory Services
Colorado
$2.73K
FLP
886
Financial Life Planners
Arizona
$2.39K
NB
887
NBT Bank
New York
$2.19K
WCM
888
Winthrop Capital Management
Indiana
$2K
PCFFS
889
Pacific Center for Financial Services
California
$1.88K
KG
890
Kilter Group
New York
$1.82K
CFS
891
CGC Financial Services
Oregon
$1.82K
NS
892
NBC Securities
Alabama
$1.82K
WTA
893
Washington Trust Advisors
Massachusetts
$1.82K
SWM
894
SHP Wealth Management
Massachusetts
$1.82K
SC
895
SouthState Corp
Florida
$1.46K
HHCP
896
Hilton Head Capital Partners
South Carolina
$1.46K
VWM
897
Vermillion Wealth Management
Minnesota
$1.46K
1CP
898
1015 Capital Partners
Pennsylvania
$1.28K
HIA
899
HFM Investment Advisors
New Jersey
$1.28K
IAIM
900
International Assets Investment Management
Florida
$1.26K