We are live on ! Find out more
WSM icon

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
MKA
276
M. Kulyk & Associates
Georgia
$2.83M -$1.97M -10,214 -36%
PFSRSONJ
277
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.79M -$83.7K -433 -2%
CIBC Asset Management
278
CIBC Asset Management
Ontario, Canada
$2.78M +$2.59M +13,412 +321%
Daiwa Securities Group
279
Daiwa Securities Group
Japan
$2.76M +$1.46M +7,568 +76%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$2.75M +$323K +1,673 +11%
FRM
281
Fox Run Management
Connecticut
$2.72M +$3.32M +17,188 New
JIC
282
Johnson Investment Counsel
Ohio
$2.71M -$315K -1,631 -9%
SDIC
283
South Dakota Investment Council
South Dakota
$2.65M -$1.47M -7,599 -31%
Public Sector Pension Investment Board (PSP Investments)
284
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.65M +$3.23M +16,731 New
PCM
285
Parsons Capital Management
Rhode Island
$2.64M -$50.8K -263 -2%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$2.62M +$285K +1,473 +10%
BCV
287
Banque Cantonale Vaudoise
Switzerland
$2.61M +$3.19M +16,529 New
ECM
288
Element Capital Management
New York
$2.61M +$3.19M +16,500 New
YCM
289
Yousif Capital Management
Michigan
$2.6M -$5.76M -29,818 -64%
OBAM
290
ODDO BHF Asset Management
France
$2.5M +$3.06M +15,844 New
SSWM
291
Sheets Smith Wealth Management
North Carolina
$2.5M
IG
292
ING Group
Netherlands
$2.49M +$3.04M +15,719 New
SIA
293
Soltis Investment Advisors
Utah
$2.47M -$43.7K -226 -1%
NAM
294
Nissay Asset Management
Japan
$2.44M -$37.9K -196 -1%
Acadian Asset Management
295
Acadian Asset Management
Massachusetts
$2.42M +$1.53M +7,904 +106%
Mackenzie Financial
296
Mackenzie Financial
Ontario, Canada
$2.42M +$837K +4,332 +39%
CG
297
Caprock Group
Idaho
$2.42M +$1.21M +6,282 +70%
1832 Asset Management
298
1832 Asset Management
Ontario, Canada
$2.41M +$554K +2,868 +23%
TW
299
Transform Wealth
Colorado
$2.4M +$144K +746 +5%
SWMG
300
Signature Wealth Management Group
Georgia
$2.39M -$14.7K -76 -0.5%

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.