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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
Wellington Management Group
376
Wellington Management Group
Massachusetts
$1.4M +$1.72M +8,877 New
GLA
377
Great Lakes Advisors
Illinois
$1.4M -$63.6K -329 -4%
II
378
Impact Investors
California
$1.39M -$25.3K -131 -1%
AFG
379
Albion Financial Group
Utah
$1.37M -$611K -3,161 -27%
1IA
380
1834 Investment Advisors
Wisconsin
$1.36M -$929K -4,806 -36%
VA
381
Vident Advisory
Georgia
$1.35M +$588K +3,042 +55%
CAU
382
Caxton Associates (UK)
$1.34M +$1.63M +8,455 New
ECM
383
ExodusPoint Capital Management
New York
$1.33M +$29K +150 +2%
KIA
384
Knollwood Investment Advisory
Maryland
$1.33M
NA
385
NewEdge Advisors
Louisiana
$1.32M -$174K -898 -10%
WSFS
386
Wilmington Savings Fund Society
Delaware
$1.32M -$43.3K -224 -3%
KRS
387
Kentucky Retirement Systems
Kentucky
$1.32M +$1.61M +8,322 New
RIM
388
Redwood Investment Management
Arizona
$1.31M +$116K +598 +8%
MWM
389
Modern Wealth Management
Kansas
$1.31M +$620K +3,206 +63%
VCM
390
Virtue Capital Management
Tennessee
$1.31M +$240K +1,240 +18%
SCM
391
Schnieders Capital Management
California
$1.26M
CIC
392
Chase Investment Counsel
Virginia
$1.26M -$1.16M -6,000 -43%
QCG
393
Quadrant Capital Group
Ohio
$1.25M +$972K +5,030 +173%
NIM
394
NEOS Investment Management
Connecticut
$1.24M +$1.51M +7,822 New
SF
395
Synovus Financial
Georgia
$1.24M +$164K +847 +12%
CIG
396
CCM Investment Group
Minnesota
$1.23M -$711K -3,679 -32%
GIA
397
Gateway Investment Advisers
Ohio
$1.22M +$118K +612 +9%
ASN
398
Advisory Services Network
Georgia
$1.22M +$677K +3,502 +83%
IIM
399
INTECH Investment Management
Florida
$1.21M -$18.8M -97,139 -93%
MFG
400
Merit Financial Group
Georgia
$1.21M +$99.9K +517 +7%

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.