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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
KCM
351
Kerusso Capital Management
North Carolina
$1.74M +$53.9K +279 +3%
CS
352
Candriam SCA
Luxembourg
$1.74M -$8.2M -42,440 -79%
FB
353
Fulton Bank
Pennsylvania
$1.74M -$183K -948 -8%
CA
354
Clearstead Advisors
Ohio
$1.73M -$37.3K -193 -2%
VWM
355
Venturi Wealth Management
Texas
$1.71M -$169K -872 -7%
OPERF
356
Oregon Public Employees Retirement Fund
Oregon
$1.68M -$2.93M -15,155 -59%
WP
357
Woodline Partners
California
$1.64M +$2.01M +10,400 New
LB
358
Legacy Bridge
Iowa
$1.64M
NCM
359
Novare Capital Management
North Carolina
$1.6M -$10.6K -55 -0.5%
GAM
360
Generali Asset Management
Italy
$1.6M -$187K -966 -9%
MJRIC
361
Mogy Joel R Investment Counsel
California
$1.6M -$19.3K -100 -1%
TFP
362
Tilia Fiduciary Partners
North Carolina
$1.59M -$237K -1,226 -11%
SIA
363
Strategic Investment Advisors
Michigan
$1.56M -$26.7K -138 -1%
MSU
364
Mizuho Securities USA
New York
$1.56M +$1.9M +9,857 New
EP
365
Edgestream Partners
New Jersey
$1.54M +$1.59M +8,215 +530%
CB
366
Commerce Bank
Missouri
$1.54M +$386 +2 +0%
TAF
367
Tredje AP-fonden
Sweden
$1.51M
CW
368
CreativeOne Wealth
Kansas
$1.5M +$403K +2,088 +28%
AV
369
ASR Vermogensbeheer
Netherlands
$1.5M +$1.83M +9,459 New
PCM
370
Penserra Capital Management
California
$1.49M -$814K -4,213 -31%
Los Angeles Capital Management
371
Los Angeles Capital Management
California
$1.49M -$2.31M -11,961 -56%
CG
372
Curat Global
New Hampshire
$1.42M +$1.74M +9,000 New
QCM
373
QRG Capital Management
Illinois
$1.42M -$14.3K -74 -0.8%
Rafferty Asset Management
374
Rafferty Asset Management
New York
$1.41M +$1.16M +6,024 +209%
STCG
375
Speece Thorson Capital Group
Minnesota
$1.41M

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.