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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
NAM
301
Nissay Asset Management
Japan
$2.59M +$62K +395 +3%
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$2.57M -$127K -808 -5%
Mackenzie Financial
303
Mackenzie Financial
Ontario, Canada
$2.57M +$65.5K +417 +3%
SSWM
304
Sheets Smith Wealth Management
North Carolina
$2.57M -$14.1K -90 -0.6%
SAM
305
Shell Asset Management
Netherlands
$2.54M +$518K +3,302 +27%
GIP
306
Greatmark Investment Partners
Georgia
$2.54M +$476K +3,035 +24%
OAC
307
OMERS Administration Corp
Ontario, Canada
$2.53M +$94.2K +600 +4%
UM
308
UniSuper Management
Australia
$2.52M +$171K +1,092 +8%
SWMG
309
Signature Wealth Management Group
Georgia
$2.51M +$32.3K +206 +1%
AC
310
Arjuna Capital
North Carolina
$2.5M +$385K +2,450 +19%
BCV
311
Banque Cantonale Vaudoise
Switzerland
$2.48M -$217K -1,383 -8%
BOS
312
Bank of Stockton
California
$2.46M +$38.5K +245 +2%
FDCDDQ
313
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.45M -$4.37M -27,855 -65%
BDLIB
314
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.45M +$2.34M +14,900 New
SFS
315
Stiles Financial Services
Minnesota
$2.38M +$200K +1,275 +10%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$2.36M -$611K -3,891 -21%
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$2.31M -$10.4K -66 -0.5%
MOACM
318
Mutual of America Capital Management
New York
$2.3M -$31.2K -199 -1%
VFM
319
Vision Financial Markets
Connecticut
$2.25M
Wolverine Trading
320
Wolverine Trading
Illinois
$2.25M +$1.03M +6,560 +92%
OAM
321
OP Asset Management
$2.23M +$109K +692 +5%
AG
322
Algert Global
California
$2.23M +$1.7M +10,859 +388%
SDAM
323
Shulman DeMeo Asset Management
New York
$2.22M -$38K -242 -2%
WP
324
Woodline Partners
California
$2.17M +$455K +2,899 +28%
OQS
325
Occudo Quantitative Strategies
Florida
$2.16M +$2.08M +13,237 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.