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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
CIA
876
Cape Investment Advisory
Georgia
$28.2K +$24K +121 New
FFO
877
Fortitude Family Office
Arizona
$28K +$1.78K +9 +8%
SIC
878
Salem Investment Counselors
North Carolina
$26.8K -$6.94K -35 -23%
GSWM
879
Golden State Wealth Management
California
$25.9K +$198 +1 +0.9%
MWA
880
Medallion Wealth Advisors
Connecticut
$25.6K
MCM
881
Manchester Capital Management
Vermont
$24.9K -$396 -2 -2%
BDPWM
882
Barnes Dennig Private Wealth Management
Ohio
$24.2K +$1.19K +6 +6%
MB
883
MidFirst Bank
Oklahoma
$23.8K -$14.9K -75 -42%
MG
884
Mather Group
Illinois
$23.3K -$57.3K -289 -74%
CNBTD
885
Citizens National Bank Trust Department
Mississippi
$23.3K
MCI
886
MRP Capital Investments
Georgia
$23.3K +$19.8K +100 New
VEA
887
Virtus ETF Advisers
New York
$23.1K
FFA
888
Frazier Financial Advisors
Ohio
$21.7K
PWMG
889
Private Wealth Management Group
New Jersey
$21K
CYG
890
Clean Yield Group
Vermont
$20.5K
AWM
891
Abound Wealth Management
Tennessee
$20.2K +$2.97K +15 +21%
T
892
Tidemark
California
$20K
WIM
893
Westside Investment Management
California
$19.6K
AA
894
Ancora Advisors
Ohio
$18.7K -$7.93K -40 -33%
CIM
895
Contravisory Investment Management
Massachusetts
$18.2K
C
896
Covestor
United Kingdom
$18K +$3.77K +19 +33%
CJ
897
Caitlin John
Michigan
$17.3K
FMII
898
Farmers & Merchants Investments Inc
Nebraska
$17.2K -$198 -1 -1%
SGK
899
Steigerwald Gordon & Koch
Virginia
$17.2K
AAG
900
Accordant Advisory Group
Maryland
$17K

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.