Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WILLIAMS SONOMA INC (WSM)

937 + Investors. Track Smart Money conviction in WSM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
10Q ▲
Buyers last Q
49%

Smart Money Signals — WSM

Based on 914 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added WSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
914 hedge funds hold WSM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+65 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

434 buying458 selling
Last quarter: 458 funds reduced or exited vs 434 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~115 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 133 → 124 → 119 → 115. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 25% medium ■ 15% new
545 out of 914 hedge funds have held WSM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~115 new funds/quarter

146 → 133 → 124 → 119 → 115 new funds/Q
New funds entering each quarter: 133 → 124 → 119 → 115. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 16% 1-2yr ■ 22% new
Of 937 current holders: 583 (62%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
46 of 914 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in WSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: WSM

How many hedge funds hold WSM — quarterly history vs. share price
Quarterly hedge fund ownership of WSM vs. share price

Market Analysis: WSM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WSM

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

47 top-rated funds 11 high-conviction
Consensus
7.3
/ 10
breadth
×
Elite
3.9
/ 10
conviction
Hedge Fund Positioning: WSM
2026 Q1 Stats Unlock in 19 days 937 + Investors

Track Smart Money conviction in WSM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 937 928 0.97%
13F Shares 114M 113M 1.6%
Total Value $20.36B $21.87B -6.93%
New Positions 116 121 -5
Increased Positions 342 324 +18
Closed Positions 108 98 +10
Reduced Positions 387 403 -16
Total Calls 15 14 7.14%
Total Puts 13 16 -18.75%
PUT/CALL Ratio 0.87 1.14 Neutral

Statistics: WSM

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

937 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in WSM. Verified SEC 13F-HR filings.

Top 25 institutional holders of WSM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AlpenGlobal Capital LLC 4.83% 41,610 $7.6M
2 HS Management Partners, LLC 3.39% 53,088 $9.7M
3 EVEXIA WEALTH LLC 2.54% 47,722 $9.2M
4 Lakewood Asset Management LLC 2.48% 21,246 $3.9M
5 VISION FINANCIAL MARKETS LLC 2.40% 13,500 $2.5M
6 Coston, McIsaac & Partners 2.04% 49,494 $9.0M
7 Insight Inv LLC 1.93% 19,338 $3.5M
8 GRACE & WHITE INC /NY 1.78% 55,430 $10.1M
9 Seascape Capital Management 1.78% 33,847 $6K
10 DIVIDEND ASSETS CAPITAL, LLC 1.72% 47,340 $8.6M
11 STONEBRIDGE CAPITAL MANAGEMENT INC 1.39% 16,750 $3.1M
12 Cascade Investment Advisors, Inc. 1.31% 12,163 $2.2M
13 Roberts Wealth Advisors, LLC 1.31% 28,198 $5.1M
14 INVESTMENT HOUSE LLC 1.26% 133,295 $24.3M
15 Radnor Capital Management, LLC 1.20% 44,526 $8.1M
16 Moran Wealth Management, LLC 0.96% 172,560 $31.5M
17 JGP Wealth Management, LLC 0.86% 45,266 $8.3M
18 PCB Capital LLC 0.85% 2,975 $531K
19 Stiles Financial Services Inc 0.83% 14,840 $2.7M
20 Impact Investors, Inc 0.78% 6,145 $1.1M
21 Vest Financial, LLC 0.75% 342,710 $62.5M
22 Telos Capital Management, Inc. 0.69% 39,705 $7.2M
23 PRECEDENT WEALTH PARTNERS, LLC 0.67% 18,252 $3.3M
24 TILIA FIDUCIARY PARTNERS, INC. 0.65% 6,440 $1.2M
25 REGATTA CAPITAL GROUP, LLC 0.63% 22,919 $4.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — WILLIAMS SONOMA INC (WSM)

What does the Smart Money Trend signal show for WSM?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added WSM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for WSM?

More sellers than buyers — 49% buying: Last quarter: 458 funds reduced or exited vs 434 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for WSM holders?

Elite ownership — 45% AUM from top-100 funds: 46 of 914 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in WSM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WSM?

60% of holders stayed for 2+ years: 545 out of 914 hedge funds have held WSM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.