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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
KA
351
Kintegral Advisory
New York
$1.93M -$2.83K -18 -0.2%
Janney Montgomery Scott
352
Janney Montgomery Scott
Pennsylvania
$1.92M -$1.15M -7,335 -38%
LCM
353
LRT Capital Management
Texas
$1.88M -$499K -3,179 -22%
FM
354
Foster & Motley
Ohio
$1.87M -$92.6K -590 -5%
JSSH
355
J. Safra Sarasin Holding
$1.87M -$1.23M -7,807 -41%
NSIM
356
North Star Investment Management
Illinois
$1.87M -$78.5K -500 -4%
EP
357
Edgestream Partners
New Jersey
$1.85M +$249K +1,584 +16%
Wellington Management Group
358
Wellington Management Group
Massachusetts
$1.84M +$375K +2,391 +27%
FAM
359
Formidable Asset Management
Ohio
$1.81M
VWM
360
Venturi Wealth Management
Texas
$1.8M +$35K +223 +2%
KCM
361
Kerusso Capital Management
North Carolina
$1.8M +$942 +6 +0.1%
IIM
362
Ironwood Investment Management
Massachusetts
$1.8M -$66.9K -426 -4%
MML Investors Services
363
MML Investors Services
Massachusetts
$1.79M +$722K +4,600 +72%
JWM
364
JGP Wealth Management
Oregon
$1.79M +$733K +4,671 +74%
CA
365
Clearstead Advisors
Ohio
$1.78M +$314 +2 +0%
FCBT
366
First Citizens Bank & Trust
North Carolina
$1.78M +$947K +6,032 +125%
FB
367
Fulton Bank
Pennsylvania
$1.78M -$17.1K -109 -1%
BCM
368
Bayesian Capital Management
New York
$1.75M +$1.68M +10,700 New
OPERF
369
Oregon Public Employees Retirement Fund
Oregon
$1.73M
IMCOOI
370
Investment Management Corp of Ontario (IMCO)
Canada
$1.73M +$1.11M +7,060 +202%
TAF
371
Tredje AP-fonden
Sweden
$1.72M +$149K +951 +10%
CS
372
Candriam SCA
Luxembourg
$1.7M -$95.8K -610 -6%
LB
373
Legacy Bridge
Iowa
$1.67M -$31.4K -200 -2%
AV
374
ASR Vermogensbeheer
Netherlands
$1.66M +$107K +680 +7%
TRSOTSOK
375
Teachers Retirement System of the State of Kentucky
Kentucky
$1.65M -$4.08M -26,000 -72%

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.