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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
SIC
926
SJS Investment Consulting
Ohio
$8.63K
DWM
927
Darwin Wealth Management
Florida
$8.42K
DPW
928
DiNuzzo Private Wealth
Pennsylvania
$7.93K
SEP
929
Signature Equity Partners
Ohio
$7.74K
KAS
930
Kemnay Advisory Services
New York
$7.46K +$793 +4 +14%
RWM
931
Rialto Wealth Management
New York
$7.23K +$1.98K +10 +48%
JFG
932
JDM Financial Group
Texas
$7.23K
FIM
933
FWL Investment Management
Texas
$7.23K +$6.14K +31 New
HNB
934
Hilltop National Bank
Wyoming
$6.99K
WB
935
Webster Bank
Connecticut
$6.53K
PMFA
936
Plante Moran Financial Advisors
Michigan
$6.29K -$112K -567 -95%
SSG
937
Summit Securities Group
New York
$6.29K -$37.9K -191 -88%
BGAI
938
Bruce G. Allen Investments
Colorado
$6.29K +$1.39K +7 +35%
BHWM
939
Bay Harbor Wealth Management
Maryland
$6.29K +$1.59K +8 +42%
SL
940
Salomon & Ludwin
Virginia
$5.7K -$18.2K -92 -79%
LI
941
LRI Investments
Florida
$5.59K -$1.19K -6 -20%
CCMI
942
Creative Capital Management Investments
California
$5.59K +$4.76K +24 New
MCM
943
MV Capital Management
Maryland
$5.36K +$396 +2 +10%
IAS
944
IMA Advisory Services
Colorado
$5.36K +$1.59K +8 +53%
RWS
945
Retirement Wealth Solutions
Wisconsin
$4.9K +$793 +4 +24%
AS
946
Altshuler Shaham
Israel
$4.89K -$198 -1 -5%
RWM
947
Raffa Wealth Management
District of Columbia
$4.89K +$793 +4 +24%
CFM
948
Cornerstone Financial Management
Massachusetts
$4.89K +$1.19K +6 +40%
OA
949
Operose Advisors
Wisconsin
$4.66K -$396 -2 -9%
AFC
950
Ares Financial Consulting
California
$4.66K

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.