Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Williams Sonoma Inc (WSM)

992 + 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
↑ +75
Streak
1Q ▲
Buyers last Q
52%

Smart Money Signals — WSM

Based on 1008 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
1,008 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 — +12% more funds vs a year ago

fund count last 6Q
+104 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

492 buying454 selling
Last quarter: 492 funds bought or added vs 454 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+50 vs last Q)

new funds entering per quarter
Funds opening a new WSM position: 123 → 119 → 105 → 155. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
622 out of 1,008 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 — ~155 new funds/quarter

128 → 123 → 119 → 105 → 155 new funds/Q
New funds entering each quarter: 123 → 119 → 105 → 155. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 67% veterans vs 19% newcomers

■ 67% veterans ■ 14% 1-2yr ■ 19% new
Entry-cohort mix of 1,035 holders: 693 (67%) are 2+ year veterans, 142 entered 1–2 years ago, and 200 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
64 of 1000 holders are among the 100 largest funds by AUM, controlling 49% 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.

Institutional Sentiment Summary — WSM

In 2026 Q2, 492 hedge funds were net buyers of WSM (155 opened a new position, 337 added to an existing one), while 454 reduced or exited (374 trimmed, 80 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 49% of total institutional value in WSM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +75 funds (more new holders than closures). Total institutional holders: 1008.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

36 top-rated funds 13 high-conviction
Consensus
6.8
/ 10
breadth
×
Elite
4.8
/ 10
conviction
Hedge Fund Positioning: WSM
992 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 992 933 6.32%
13F Shares 114M 114M 0.77%
Total Value $26.24B $20.36B 28.88%
New Positions 153 105 +48
Increased Positions 332 314 +18
Closed Positions 86 112 -26
Reduced Positions 362 373 -11
Total Calls 20 18 11.11%
Total Puts 14 15 -6.67%
PUT/CALL Ratio 0.7 0.83 Neutral

Statistics: WSM

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Institutional Holders (2026 Q2)

992 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Blackhill Capital Inc 74.32% 7,684,278 $1.79B
2 Leonard Green & Partners, L.P. 24.23% 1,000,000 $233.1M
3 Reik & CO., LLC 12.48% 205,533 $47.9M
4 Thomas Story & Son LLC 6.36% 77,219 $18.0M
5 AlpenGlobal Capital LLC 6.21% 41,532 $9.7M
6 Winmill & CO. Inc 5.73% 111,000 $25.9M
7 Aristotle Capital Management, LLC 5.41% 11,057,269 $2.58B
8 Mcrae Capital Management Inc 5.01% 109,271 $25.5M
9 Lotus Technology Management, LP 4.05% 14,154 $3.3M
10 HS Management Partners, LLC 3.71% 46,353 $10.8M
11 Rodgers Brothers Inc. 3.16% 139,653 $32.6M
12 Hook Mill Capital Partners, LP 3.13% 144,866 $33.8M
13 Evexia Wealth LLC 3.10% 47,714 $11.4M
14 Martin Capital Advisors, LLP 3.07% 25,094 $5.8M
15 Darwins River Capital, LP 2.84% 22,219 $5.2M
16 Vision Financial Markets LLC 2.73% 13,500 $3.1M
17 Edgemoor Investment Advisors, Inc. 2.71% 170,565 $39.8M
18 Tabor Asset Management, LP 2.70% 38,006 $8.9M
19 Glassy Mountain Advisors, Inc. 2.70% 42,365 $9.9M
20 Lakewood Asset Management LLC 2.67% 20,853 $4.9M
21 LeClair Wealth Partners LLC 2.60% 21,504 $5.0M
22 Kerusso Capital Management LLC 2.56% 30,116 $7.0M
23 Kensington Investment Counsel, LLC 2.52% 24,879 $5.8M
24 Coston, McIsaac & Partners 2.34% 49,908 $11.6M
25 First Long Island Investors, LLC 2.16% 130,525 $30.4M
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

Slight buying edge — 52% buying: Last quarter: 492 funds bought or added vs 454 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for WSM holders?

Elite ownership — 49% AUM from top-100 funds: 64 of 1000 holders are among the 100 largest funds by AUM, controlling 49% 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?

62% of holders stayed for 2+ years: 622 out of 1,008 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.

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