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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
CAMV
326
Concord Asset Management (Virginia)
Virginia
$2.16M +$49.8K +317 +2%
CWP
327
Concord Wealth Partners
Virginia
$2.16M +$218K +1,390 +12%
USCWA
328
U.S. Capital Wealth Advisors
Texas
$2.15M +$89.2K +568 +5%
Los Angeles Capital Management
329
Los Angeles Capital Management
California
$2.14M +$579K +3,690 +39%
Rafferty Asset Management
330
Rafferty Asset Management
New York
$2.13M +$653K +4,157 +47%
ICM
331
III Capital Management
Florida
$2.12M +$2.04M +13,000 New
DC
332
Davenport & Co
Virginia
$2.12M -$2.2K -14 -0.1%
GAM
333
Generali Asset Management
Italy
$2.12M +$449K +2,861 +28%
1832 Asset Management
334
1832 Asset Management
Ontario, Canada
$2.11M -$367K -2,336 -15%
Impax Asset Management Group
335
Impax Asset Management Group
United Kingdom
$2.1M +$973K +6,196 +93%
Janus Henderson Group
336
Janus Henderson Group
United Kingdom
$2.1M -$152K -969 -7%
CPC
337
Consolidated Planning Corp
Georgia
$2.09M +$262K +1,670 +15%
VI
338
Vestcor Inc
New Brunswick, Canada
$2.08M -$4.63M -29,501 -70%
WHG
339
Westwood Holdings Group
Texas
$2.07M -$37.2K -237 -2%
GG
340
Gleason Group
Kentucky
$2.06M +$8.32K +53 +0.4%
EAM
341
Eukles Asset Management
Ohio
$2.04M +$30K +191 +2%
HFM
342
Harvest Fund Management
China
$2.04M +$628 +4 +0%
Public Employees Retirement Association of Colorado
343
Public Employees Retirement Association of Colorado
Colorado
$2.03M -$44.9K -286 -2%
EI
344
Ethic Inc
New York
$2.02M +$1.17M +7,439 +154%
CW
345
CreativeOne Wealth
Kansas
$2.01M +$436K +2,774 +29%
WI
346
WBI Investments
New Jersey
$1.99M +$1.91M +12,188 New
CIA
347
Cascade Investment Advisors
Oregon
$1.98M -$327K -2,083 -15%
WC
348
Westerkirk Capital
$1.97M +$1.9M +12,088 New
GIA
349
Gateway Investment Advisers
Ohio
$1.94M +$653K +4,157 +54%
TCMP
350
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.94M +$1.39M +8,831 +289%

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.