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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
OAM
326
OP Asset Management
$2.05M +$2.51M +12,974 New
Allianz Asset Management
327
Allianz Asset Management
Germany
$2.05M -$6.74M -34,875 -73%
HFM
328
Harvest Fund Management
China
$2.04M +$151K +780 +8%
WHG
329
Westwood Holdings Group
Texas
$2.04M -$36.1K -187 -1%
Bank of Nova Scotia
330
Bank of Nova Scotia
Ontario, Canada
$2.03M +$1.64M +8,492 +195%
AC
331
Arjuna Capital
North Carolina
$2.03M +$2.48M +12,846 New
Public Employees Retirement Association of Colorado
332
Public Employees Retirement Association of Colorado
Colorado
$2.01M
USCWA
333
U.S. Capital Wealth Advisors
Texas
$1.99M +$2.44M +12,607 New
GG
334
Gleason Group
Kentucky
$1.98M +$6.57K +34 +0.3%
GIP
335
Greatmark Investment Partners
Georgia
$1.98M +$462K +2,390 +24%
EAM
336
Eukles Asset Management
Ohio
$1.95M +$296K +1,532 +14%
SAM
337
Shell Asset Management
Netherlands
$1.94M -$81.7K -423 -3%
FM
338
Foster & Motley
Ohio
$1.91M -$108K -559 -4%
AIP
339
Ameritas Investment Partners
Nebraska
$1.9M -$5.67M -29,327 -71%
NSIM
340
North Star Investment Management
Illinois
$1.89M
CAMV
341
Concord Asset Management (Virginia)
Virginia
$1.88M -$2.28M -11,811 -48%
KA
342
Kintegral Advisory
New York
$1.87M -$7.73K -40 -0.3%
CWP
343
Concord Wealth Partners
Virginia
$1.87M -$2.41M -12,473 -51%
CCIA
344
Campbell & Co Investment Adviser
Maryland
$1.85M -$11K -57 -0.5%
LOAMS
345
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.83M -$220K -1,138 -9%
FAM
346
Formidable Asset Management
Ohio
$1.81M -$229K -1,185 -9%
IIM
347
Ironwood Investment Management
Massachusetts
$1.81M +$99.1K +513 +5%
RIM
348
Rakuten Investment Management
Japan
$1.79M +$2.17M +11,252 New
Capstone Investment Advisors
349
Capstone Investment Advisors
New York
$1.79M +$2.18M +11,297 New
CPC
350
Consolidated Planning Corp
Georgia
$1.75M +$206K +1,065 +11%

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.