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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
TFA
951
Toth Financial Advisory
Virginia
$4.66K
AA
952
Addison Advisors
Vermont
$3.96K -$5.55K -28 -62%
HWA
953
Heritage Wealth Advisors
Virginia
$3.96K
PWA
954
Physician Wealth Advisors
Utah
$3.73K -$793 -4 -20%
HIA
955
HFM Investment Advisors
New Jersey
$3.5K +$1.59K +8 +114%
WA
956
Westfuller Advisors
New York
$3.5K +$2.58K +13 +650%
RS
957
Rakuten Securities
Japan
$3.26K +$2.77K +14 New
FLP
958
Financial Life Planners
Arizona
$3.07K
HFS
959
Hughes Financial Services
Virginia
$3.03K +$1.39K +7 +117%
NB
960
NBT Bank
New York
$2.8K
PCFFS
961
Pacific Center for Financial Services
California
$2.41K
CFS
962
CGC Financial Services
Oregon
$2.33K
MAM
963
Marquette Asset Management
Minnesota
$2.33K +$1.98K +10 New
TCA
964
Trifecta Capital Advisors
Illinois
$2.33K +$1.98K +10 New
WCM
965
Winthrop Capital Management
Indiana
$2K
AWM
966
Activest Wealth Management
Florida
$1.86K -$161K -812 -99%
WA
967
Whipplewood Advisors
Colorado
$1.63K -$198K -999 -99%
KG
968
Kilter Group
New York
$1.63K -$595 -3 -30%
1CP
969
1015 Capital Partners
Pennsylvania
$1.63K
BFS
970
Bare Financial Services
Pennsylvania
$1.63K +$595 +3 +75%
DF
971
DecisionPoint Financial
Arizona
$1.6K +$793 +4 +133%
IAIM
972
International Assets Investment Management
Florida
$1.6K
EP
973
Essential Partners
California
$1.4K -$9.51K -48 -89%
FHC
974
First Horizon Corporation
Tennessee
$1.4K
Kayne Anderson Rudnick Investment Management
975
Kayne Anderson Rudnick Investment Management
California
$1.4K

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.