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Williams-Sonoma

901 hedge funds and large institutions have $18.2B invested in Williams-Sonoma in 2025 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 288 increasing their positions, 374 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 109

1% more funds holding

Funds holding: 895901 (+6)

2.17% less ownership

Funds ownership: 95.18%93% (-2.2%)

16% less capital invested

Capital invested by funds: $21.7B → $18.2B (-$3.56B)

17% less call options, than puts

Call options by funds: $224M | Put options by funds: $271M

22% less funds holding in top 10

Funds holding in top 10: 2721 (-6)

23% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 374

Holders
901
Holders Change
+6
Holders Change %
+0.67%
% of All Funds
12.08%
Holding in Top 10
21
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-22.22%
% of All Funds
0.28%
New
127
Increased
288
Reduced
374
Closed
109
Calls
$224M
Puts
$271M
Net Calls
-$46.9M
Net Calls Change
+$73.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
226
Roberts Wealth Advisors
California
$4.23M -$73.6K -381 -1%
Retirement Systems of Alabama
227
Retirement Systems of Alabama
Alabama
$4.18M -$34.3M -177,571 -87%
ECM
228
Eisler Capital Management
United Kingdom
$4.12M +$5.04M +26,077 New
BF
229
BOK Financial
Oklahoma
$4.06M -$1.44M -7,445 -22%
SWC
230
Spectrum Wealth Counsel
Indiana
$4.03M -$18.9K -98 -0.4%
BCI
231
Brinker Capital Investments
Pennsylvania
$3.99M -$954K -4,937 -16%
OPS
232
Orion Portfolio Solutions
Nebraska
$3.99M -$954K -4,937 -16%
RBC
233
Romano Brothers & Co
Illinois
$3.96M -$1.38M -7,120 -22%
AB
234
Amalgamated Bank
New York
$3.95M -$6.99M -36,181 -59%
PC
235
Promethos Capital
Massachusetts
$3.92M -$213K -1,103 -4%
MNA
236
Manning & Napier Advisors
New York
$3.9M -$1.95M -10,080 -29%
X
237
Xponance
Pennsylvania
$3.89M -$765K -3,957 -14%
AAIS
238
ABN AMRO Investment Solutions
$3.87M -$1.54M -7,963 -25%
William Blair & Company
239
William Blair & Company
Illinois
$3.84M -$262K -1,356 -5%
AFA
240
Abacus FCF Advisors
Florida
$3.77M -$14.5K -75 -0.3%
CCP
241
Cunning Capital Partners
North Carolina
$3.77M -$26.5K -137 -0.6%
MCA
242
Martin Capital Advisors
Texas
$3.76M -$194K -1,005 -4%
CWM
243
Centric Wealth Management
Illinois
$3.74M +$38.8K +201 +0.9%
BCIM
244
British Columbia Investment Management
British Columbia, Canada
$3.72M -$125K -648 -3%
GDP
245
Great Diamond Partners
Maine
$3.69M -$328K -1,698 -7%
M&T Bank
246
M&T Bank
New York
$3.65M -$811K -4,195 -15%
CCM
247
Coldstream Capital Management
Washington
$3.62M -$751K -3,884 -14%
ONB
248
Old National Bancorp
Indiana
$3.59M -$453K -2,346 -9%
II
249
IFM Investors
Australia
$3.53M -$146K -753 -3%
CAMG
250
CWA Asset Management Group
Florida
$3.47M +$324K +1,677 +8%

WSM Hedge Fund Activity: Q1 2025 in Review

901 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q1 2025, worth a combined $18.2B — down 16% from $21.7B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new WSM positions and 109 closed out — a net gain of 18 holders — while 288 added to existing stakes and 374 trimmed.

The largest buyer was Vanguard Group, adding an estimated $541M. The largest seller was BlackRock, cutting an estimated $683M.

  • 901 institutional investors held Williams-Sonoma (WSM) as of Q1 2025, up from 895 in Q4 2024.
  • Funds reported $18.2B of Williams-Sonoma stock for Q1 2025, down 16% quarter-over-quarter.
  • 127 funds opened new Williams-Sonoma positions in Q1 2025 and 109 closed out, a net change of +18 holders.
  • The largest Williams-Sonoma buyer in Q1 2025 was Vanguard Group, an estimated $541M added.
  • The largest Williams-Sonoma seller in Q1 2025 was BlackRock, an estimated $683M sold.

Based on aggregated 13F filings for Q1 2025.