We are live on ! Find out more
WSM icon

Williams-Sonoma
WSM

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: 12 → 18 (+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: 929 → 996 (+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

Top Buyers

Rank Fund Capital Flow
1
Nuveen
Nuveen
North Carolina
+$168M
2
UBS Group
UBS Group
Switzerland
+$78.3M
3
Boston Partners
Boston Partners
Massachusetts
+$42.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$39.5M
5
Vanguard Portfolio Management
Vanguard Portfolio Management
Pennsylvania
+$38.6M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$503M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$70.4M
3
Renaissance Technologies
Renaissance Technologies
New York
-$51.6M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$50.9M
5
JP Morgan Chase
JP Morgan Chase
New York
-$49.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
976
American Capital Advisory
Idaho
$1.4K +$198 +1 +20%
BCV
977
Banque Cantonale Vaudoise
Switzerland
$1.24K -$204K -1,031 -16%
QWM
978
Quaker Wealth Management
New Jersey
$1.17K – – –
TFM
979
TFC Financial Management
Massachusetts
$1.17K – – –
BFPW
980
BOK Financial Private Wealth
Colorado
$1.17K +$991 +5 New
NS
981
NBC Securities
Alabama
$1.17K -$991 -5 -50%
NWM
982
Navigoe Wealth Management
California
$1K +$1.19K +6 New
AP
983
Aspect Partners
Virginia
$932 – – –
APW
984
Aventura Private Wealth
Florida
$932 – – –
SA
985
Seneschal Advisors
Washington
$700 – – –
JFA
986
JNBA Financial Advisors
Minnesota
$700 +$595 +3 New
PEAK6
987
PEAK6
Illinois
$632 +$595 +3 New
APW
988
Atlantic Private Wealth
North Carolina
$466 – – –
NRG
989
Nemes Rush Group
Michigan
$466 – – –
DCM
990
Davis Capital Management
Florida
$466 +$198 +1 +100%
M
991
MOTCO
Texas
$466 +$396 +2 New
SFCL
992
Strengthening Families & Communities LLC
Massachusetts
$466 +$396 +2 New
HHGA
993
Halbert Hargrove Global Advisors
California
$448 +$396 +2 New
MCA
994
Maryland Capital Advisors
Maryland
$234 +$198 +1 New
WA
995
WestEnd Advisors
North Carolina
$233 – – –
PS
996
Planning Strategies
Pennsylvania
$233 +$198 +1 New
RCM
997
Raleigh Capital Management
North Carolina
$47 – – –
AS
998
Aware Super
Australia
– -$19.6M -107,674 Closed
DCP
999
Distillate Capital Partners
Illinois
– -$13.5M -74,184 Closed
CBUSF
1000
Construction & Building Unions Superannuation Fund
Australia
– -$11.6M -63,564 Closed
38 39
40
41 42

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.