We are live on ! Find out more
WSM icon

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
CA
901
CoreCap Advisors
Michigan
$16.6K -$793 -4 -5%
TM
902
Torren Management
California
$16.4K
RRMM
903
Regatta Research & Money Management
Louisiana
$16.4K +$14.1K +71 New
S
904
Sachetta
Massachusetts
$16.3K +$3.77K +19 +37%
FMP
905
Financial Management Professionals
Texas
$14.9K
KFI
906
Key Financial Inc
Pennsylvania
$14.5K
SWM
907
SHP Wealth Management
Massachusetts
$14.2K +$10.1K +51 +510%
VWA
908
Valued Wealth Advisors
Utah
$13.9K +$3.37K +17 +40%
CMA
909
Cedar Mountain Advisors
Oregon
$13.5K
WA
910
WPG Advisers
Maryland
$13.3K
RIL
911
Rothschild Investment LLC
Illinois
$13.1K -$2.18K -11 -16%
TPCW
912
TD Private Client Wealth
New York
$13.1K -$2.97K -15 -21%
CPG
913
Cornerstone Planning Group
New Jersey
$13K -$793 -4 -6%
PB
914
Prosperity Bancshares
Texas
$12.8K
EFMH
915
E Fund Management (HK)
Hong Kong
$12.8K +$10.1K +51 +1,275%
OCWP
916
Owl Creek Wealth Partners
Colorado
$12.6K +$991 +5 +10%
SPF
917
South Plains Financial
Texas
$12.1K
AW
918
Avion Wealth
Texas
$12K +$3.77K +19 +58%
PSFG
919
Park Square Financial Group
Georgia
$11.4K -$2.18K -11 -18%
FC
920
Financial Consulate
Maryland
$11.4K +$9.71K +49 New
FCAS
921
First Command Advisory Services
Texas
$11.2K
MFT
922
Moisand Fitzgerald Tamayo
Florida
$10.7K
SFG
923
Strive Financial Group
Indiana
$9.79K +$8.32K +42 New
JWM
924
JPL Wealth Management
Colorado
$9.32K +$1.19K +6 +18%
DF
925
Dunhill Financial
United Kingdom
$9.11K +$198 +1 +3%

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.