Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Williams Sonoma Inc (WSM)

925 + 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
1Q ▼
Buyers last Q
46%

Smart Money Signals — WSM

Based on 930 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their WSM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
930 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 — +6% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

422 buying494 selling
Last quarter: 494 funds reduced or exited vs 422 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.
⚠️

Fewer new buyers each quarter (-15 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 126 → 123 → 119 → 104. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 24% medium ■ 16% new
563 out of 930 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 — ~104 new funds/quarter

136 → 126 → 123 → 119 → 104 new funds/Q
New funds entering each quarter: 126 → 123 → 119 → 104. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 16% 1-2yr ■ 21% new
Of 955 current holders: 600 (63%) 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.
✅

Strong quality — 38% AUM from major funds

38% from top-100 AUM funds
60 of 930 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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.

Institutional Sentiment Summary — WSM

In 2026 Q1, 422 hedge funds were net buyers of WSM (104 opened a new position, 318 added to an existing one), while 494 reduced or exited (381 trimmed, 113 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 38% of total institutional value in WSM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 930.

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

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Williams Sonoma Inc (WSM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much WSM has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 77d ago
WSM
nan%
XLY
+8.9%

WSM outperformed XLY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
WSM
nan%
XLY
+1.9%

Since the filing became public, WSM outperformed XLY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

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

50 top-rated funds 10 high-conviction
Consensus
7.4
/ 10
breadth
×
Elite
3.6
/ 10
conviction
Hedge Fund Positioning: WSM
925 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 925 939 -1.49%
13F Shares 112M 115M -2.45%
Total Value $20.10B $20.43B -1.62%
New Positions 101 119 -18
Increased Positions 313 318 -5
Closed Positions 115 110 +5
Reduced Positions 371 357 +14
Total Calls 18 15 20.0%
Total Puts 15 13 15.38%
PUT/CALL Ratio 0.83 0.87 Neutral

Statistics: WSM

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Financial Highlights

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Institutional Holders (2026 Q1)

925 + investors

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

QUARTER:
Top 25 WSM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blackhill Capital Inc 72.12% 7,684,524 $1.40B
2 Reik & CO., LLC 10.37% 206,215 $37.6M
3 Leonard Green & Partners, L.P. 6.59% 1,000,000 $182.3M
4 Winmill & CO. Inc 5.89% 111,994 $20.4M
5 Thomas Story & Son LLC 5.41% 77,237 $14.1M
6 AlpenGlobal Capital LLC 4.83% 41,610 $7.6M
7 Mcrae Capital Management Inc 4.35% 115,133 $21.0M
8 Aristotle Capital Management, LLC 4.25% 11,140,471 $2.03B
9 HS Management Partners, LLC 3.39% 53,088 $9.7M
10 Rodgers Brothers Inc. 2.95% 139,999 $25.5M
11 Martin Capital Advisors, LLP 2.82% 24,512 $4.5M
12 Evexia Wealth LLC 2.54% 47,722 $9.2M
13 Glassy Mountain Advisors, Inc. 2.48% 43,799 $8.0M
14 Lakewood Asset Management LLC 2.48% 21,246 $3.9M
15 Edgemoor Investment Advisors, Inc. 2.46% 171,742 $31.3M
16 Vision Financial Markets LLC 2.40% 13,500 $2.5M
17 Kerusso Capital Management LLC 2.23% 24,402 $4.4M
18 Kensington Investment Counsel, LLC 2.21% 25,223 $4.6M
19 Coston, McIsaac & Partners 2.04% 49,494 $9.0M
20 Tabor Asset Management, LP 1.96% 26,779 $4.9M
21 First Long Island Investors, LLC 1.93% 130,608 $23.8M
22 Insight Inv LLC 1.93% 19,338 $3.5M
23 Grace & White Inc /Ny 1.78% 55,430 $10.1M
24 Dividend Assets Capital, LLC 1.72% 47,340 $8.6M
25 Bell & Brown Wealth Advisors, LLC 1.72% 29,049 $5.3M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WSM positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for WSM?

More sellers than buyers — 46% buying: Last quarter: 494 funds reduced or exited vs 422 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?

Strong quality — 38% AUM from major funds: 60 of 930 holders rank in the top 100 by AUM, accounting for 38% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held WSM?

61% of holders stayed for 2+ years: 563 out of 930 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.

Is it too late to buy Williams Sonoma Inc (WSM) following the 2026 Q1 hedge fund 13F filings?

As of today, WSM has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), WSM has gained nan% vs +8.9% for XLY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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