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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
LOAMU
1026
Lombard Odier Asset Management (USA)
New York
-$331K -1,815 Closed
QT
1027
Quantbot Technologies
New York
-$331K -1,815 Closed
CAM
1028
CenterStar Asset Management
Illinois
-$353K -1,780 Closed
AI
1029
Atom Investors
Texas
-$310K -1,699 Closed
PAM
1030
Paradigm Asset Management
New York
-$273K -1,500 Closed
MWM
1031
Maridea Wealth Management
New York
-$264K -1,447 Closed
1C
1032
111 Capital
France
-$245K -1,342 Closed
PFM
1033
Patton Fund Management
Texas
-$238K -1,306 Closed
Connor, Clark & Lunn Investment Management (CC&L)
1034
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$233K -1,279 Closed
DS
1035
DRW Securities
Illinois
-$231K -1,269 Closed
SW
1036
SkyOak Wealth
Michigan
-$228K -1,252 Closed
AU
1037
AlphaGrep UK
-$221K -1,212 Closed
GSEP
1038
Golden State Equity Partners
California
-$120K -660 Closed
AAM
1039
Alphadyne Asset Management
New York
-$91.5K -502 Closed
GAG
1040
Goodman Advisory Group
Massachusetts
-$64.9K -356 Closed
MIFH
1041
Migdal Insurance & Financial Holdings
Israel
-$60K -329 Closed
RFP
1042
Root Financial Partners
California
-$54K -296 Closed
SOW
1043
State of Wyoming
Wyoming
-$40.5K -222 Closed
BA
1044
Ballast Advisors
Minnesota
-$30.1K -165 Closed
OWA
1045
Opal Wealth Advisors
New York
-$27.9K -153 Closed
TPWA
1046
Twin Peaks Wealth Advisors
California
-$17.9K -98 Closed
SA
1047
Scarborough Advisors
Maryland
-$13.9K -76 Closed
LWMI
1048
Legacy Wealth Management (Idaho)
Idaho
-$12.8K -70 Closed
JGCM
1049
Joseph Group Capital Management
Ohio
-$8.93K -49 Closed
AGWCA
1050
Annis Gardner Whiting Capital Advisors
Florida
-$8.57K -47 Closed

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.