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Williams-Sonoma

923 hedge funds and large institutions have $20.4B invested in Williams-Sonoma in 2026 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 312 increasing their positions, 370 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

less funds holding

Funds holding:

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

12% less call options, than puts

Call options by funds: $142M | Put options by funds: $161M

16% less repeat investments, than reductions

Existing positions increased: 312 | Existing positions reduced: 370

Holders
923
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$142M
Puts
$161M
Net Calls
Net Calls Change

Top Buyers

1 +$401M
2 +$112M
3 +$98.2M
4
JP Morgan Chase
JP Morgan Chase
New York
+$72M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$56.1M

Top Sellers

1 -$121M
2 -$120M
3 -$98M
4
BlackRock
BlackRock
New York
-$54.1M
5
Citadel Advisors
Citadel Advisors
Florida
-$51M
Name Holding Trade Value Shares
Change
Change in
Stake
CW
1001
CreativeOne Wealth
Kansas
MFS
1002
Mirabella Financial Services
United Kingdom
AC
1003
AlphaCore Capital
California
WRPWM
1004
Werba Rubin Papier Wealth Management
California
FFN
1005
Focus Financial Network
Minnesota
PWP
1006
Phillips Wealth Planners
Mississippi
CP
1007
Camelot Portfolios
Ohio
CIAM
1008
Caitong International Asset Management
Hong Kong
EWM
1009
Evermay Wealth Management
Virginia
WW
1010
Winnow Wealth
Texas
SIM
1011
Sentry Investment Management
Wisconsin
CAL
1012
Capital Analysts LLC
Pennsylvania
A
1013
AlphaQuest
New York
VWWMG
1014
Vermillion & White Wealth Management Group
Pennsylvania
NL
1015
Navalign LLC
California
AP
1016
Atwood & Palmer
Missouri
CIA
1017
Cape Investment Advisory
Georgia
CIAS
1018
CBIZ Investment Advisory Services
Ohio
FIM
1019
FWL Investment Management
Texas
GBT
1020
Grove Bank & Trust
Florida
BWA
1021
Basecamp Wealth Advisors
Washington
ACM
1022
Aster Capital Management
United Arab Emirates
QA
1023
Quattro Advisors
Pennsylvania
HHMI
1024
Howard Hughes Medical Institute
Maryland
FHA
1025
Flagship Harbor Advisors
Massachusetts