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Williams-Sonoma

916 hedge funds and large institutions have $18.7B invested in Williams-Sonoma in 2025 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 361 increasing their positions, 320 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 90

13% more repeat investments, than reductions

Existing positions increased: 361 | Existing positions reduced: 320

2% more funds holding

Funds holding: 901916 (+15)

3% more capital invested

Capital invested by funds: $18.2B → $18.7B (+$523M)

0.1% less ownership

Funds ownership: 93%92.91% (-0.1%)

8% less call options, than puts

Call options by funds: $144M | Put options by funds: $157M

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

Holders
916
Holders Change
+15
Holders Change %
+1.66%
% of All Funds
12.06%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.22%
New
119
Increased
361
Reduced
320
Closed
90
Calls
$144M
Puts
$157M
Net Calls
-$12.8M
Net Calls Change
+$34M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
251
Coldstream Capital Management
Washington
$3.76M +$15.5K +99 +0.4%
M&T Bank
252
M&T Bank
New York
$3.75M -$15.9K -101 -0.4%
CAMG
253
CWA Asset Management Group
Florida
$3.56M -$22.9K -146 -0.7%
LWP
254
LeClair Wealth Partners
Ohio
$3.53M -$1.1K -7 -0%
GDP
255
Great Diamond Partners
Maine
$3.5M -$296K -1,885 -8%
LNWWM
256
Laird Norton Wetherby Wealth Management
California
$3.5M +$3.36M +21,413 New
LAM
257
L2 Asset Management
Massachusetts
$3.49M -$2.26M -14,379 -40%
RCG
258
Regatta Capital Group
California
$3.43M +$79.6K +507 +2%
IIL
259
Insight Inv LLC
California
$3.42M -$109K -695 -3%
DnB Asset Management
260
DnB Asset Management
Norway
$3.4M -$58.2K -371 -2%
X
261
Xponance
Pennsylvania
$3.4M -$594K -3,783 -15%
DekaBank Deutsche Girozentrale
262
DekaBank Deutsche Girozentrale
Germany
$3.34M +$157K +1,000 +5%
Lazard Asset Management
263
Lazard Asset Management
New York
$3.31M -$15.4M -98,278 -83%
RA
264
Royce & Associates
New York
$3.31M -$40.2K -256 -1%
BIAS
265
Beacon Investment Advisory Services
New Jersey
$3.3M
Vontobel Holding
266
Vontobel Holding
Switzerland
$3.29M +$790K +5,030 +33%
IMPI
267
Ilmarinen Mutual Pension Insurance
Finland
$3.27M
Comerica Bank
268
Comerica Bank
Texas
$3.26M -$138K -882 -4%
URS
269
Utah Retirement Systems
Utah
$3.25M -$43K -274 -1%
BCIM
270
British Columbia Investment Management
British Columbia, Canada
$3.18M -$645K -4,110 -17%
MC
271
Maverick Capital
Texas
$3.17M +$3.04M +19,394 New
HWAM
272
Hennion & Walsh Asset Management
New Jersey
$3.13M -$135K -862 -4%
SCM
273
Stonebridge Capital Management
California
$3.13M
Neuberger Berman Group
274
Neuberger Berman Group
New York
$3.12M -$3.84M -24,435 -56%
Swedbank
275
Swedbank
Sweden
$3.06M +$2.94M +18,740 New

WSM Hedge Fund Activity: Q2 2025 in Review

916 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q2 2025, worth a combined $18.7B — up 2.9% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new WSM positions and 90 closed out — a net gain of 29 holders — while 361 added to existing stakes and 320 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $92.7M. The largest seller was Fidelity Investments, cutting an estimated $380M.

  • 916 institutional investors held Williams-Sonoma (WSM) as of Q2 2025, up from 901 in Q1 2025.
  • Funds reported $18.7B of Williams-Sonoma stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 119 funds opened new Williams-Sonoma positions in Q2 2025 and 90 closed out, a net change of +29 holders.
  • The largest Williams-Sonoma buyer in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $92.7M added.
  • The largest Williams-Sonoma seller in Q2 2025 was Fidelity Investments, an estimated $380M sold.

Based on aggregated 13F filings for Q2 2025.