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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
KBC Group
76
KBC Group
Belgium
$40.9M +$5.3M +26,762 +18%
EIA
77
Edgemoor Investment Advisors
Maryland
$39.8M -$233K -1,177 -0.7%
Franklin Resources
78
Franklin Resources
California
$39.3M -$20.6M -103,792 -38%
Russell Investments Group
79
Russell Investments Group
United Kingdom
$39.3M -$9.02M -45,514 -21%
Alyeska Investment Group
80
Alyeska Investment Group
Illinois
$39.2M +$33.4M +168,382 New
MWM
81
Modera Wealth Management
New Jersey
$38.9M -$1.8M -9,065 -5%
LCM
82
Logan Capital Management
Pennsylvania
$38.7M +$32.9M +166,130 New
SFM
83
Systematic Financial Management
New Jersey
$38.5M +$105K +528 +0.3%
MWM
84
Moran Wealth Management
Florida
$37.8M -$2.06M -10,383 -6%
Select Equity Group
85
Select Equity Group
New York
$37.7M -$14.1M -71,233 -31%
RPI
86
Railway Pension Investments
United Kingdom
$36.3M
PHAM
87
Pacific Heights Asset Management
California
$35M
Adage Capital Partners
88
Adage Capital Partners
Massachusetts
$34.2M +$15.5M +78,400 +114%
Handelsbanken Fonder
89
Handelsbanken Fonder
Sweden
$34.1M +$2.17M +10,965 +8%
HMCP
90
Hook Mill Capital Partners
New York
$33.8M +$11.8M +59,715 +70%
RB
91
Rodgers Brothers
Pennsylvania
$32.6M -$68.6K -346 -0.2%
Treasurer of the State of North Carolina
92
Treasurer of the State of North Carolina
North Carolina
$32M +$254K +1,280 +0.9%
IHL
93
Investment House LLC
California
$30.8M -$248K -1,249 -0.9%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$30.7M +$4.92M +24,821 +23%
FLII
95
First Long Island Investors
New York
$30.4M -$16.4K -83 -0.1%
PPF
96
PFA Pension Forsikringsaktieselskab
$29.7M -$1.51M -7,607 -6%
Corient Private Wealth
97
Corient Private Wealth
Florida
$29.4M -$10.3M -52,100 -29%
Nisa Investment Advisors
98
Nisa Investment Advisors
Missouri
$28.5M +$19.6K +99 +0.1%
Zurich Cantonal Bank
99
Zurich Cantonal Bank
Switzerland
$26.7M +$26.4K +133 +0.1%
Ameriprise
100
Ameriprise
Minnesota
$26.4M -$1.35M -6,794 -6%

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.