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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
BlackRock
1
BlackRock
New York
$2.66B -$39.7M -200,309 -2%
Aristotle Capital Management
2
Aristotle Capital Management
California
$2.58B -$16.5M -83,202 -0.7%
Vanguard Capital Management
3
Vanguard Capital Management
Pennsylvania
$1.79B -$14M -70,872 -0.9%
BC
4
Blackhill Capital
New Jersey
$1.79B -$48.8K -246 -0%
Vanguard Portfolio Management
5
Vanguard Portfolio Management
Pennsylvania
$1.45B +$38.6M +194,810 +3%
State Street
6
State Street
Massachusetts
$1.38B +$22.3M +112,683 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$897M +$7.29M +36,787 +1%
First Trust Advisors
8
First Trust Advisors
Illinois
$650M +$25M +125,974 +5%
Norges Bank
9
Norges Bank
Norway
$410M +$348M +1,757,080 New
Invesco
10
Invesco
Georgia
$394M -$18.3M -92,295 -5%
UBS AM
11
UBS AM
Illinois
$381M -$19.7M -99,272 -6%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$377M -$503M -2,538,686 -61%
Northern Trust
13
Northern Trust
Illinois
$363M -$9.26M -46,737 -3%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$354M +$7.96M +40,151 +3%
Nuveen
15
Nuveen
North Carolina
$345M +$168M +848,272 +134%
Victory Capital Management
16
Victory Capital Management
Texas
$338M -$31.4M -158,478 -10%
Boston Partners
17
Boston Partners
Massachusetts
$335M +$42.5M +214,614 +17%
Morgan Stanley
18
Morgan Stanley
New York
$267M +$17.8M +89,619 +8%
UBS Group
19
UBS Group
Switzerland
$267M +$78.3M +395,199 +53%
Principal Financial Group
20
Principal Financial Group
Iowa
$267M +$30.8M +155,175 +16%
Bank of America
21
Bank of America
North Carolina
$264M +$5.13M +25,864 +2%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$241M +$26.6M +134,248 +15%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$240M +$6.66M +33,618 +3%
LGP
24
Leonard Green & Partners
California
$233M
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$221M +$655K +3,306 +0.4%

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.