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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
MJRIC
376
Mogy Joel R Investment Counsel
California
$1.65M
BMSSC
377
B. Metzler seel. Sohn & Co
Germany
$1.63M +$698K +4,445 +81%
TFP
378
Tilia Fiduciary Partners
North Carolina
$1.61M -$31.2K -199 -2%
CB
379
Commerce Bank
Missouri
$1.6M +$5.18K +33 +0.3%
AIP
380
Ameritas Investment Partners
Nebraska
$1.58M -$370K -2,354 -20%
EAM
381
EFG Asset Management
Oregon
$1.57M +$563K +3,585 +59%
NIM
382
NEOS Investment Management
Connecticut
$1.57M +$280K +1,783 +23%
QCM
383
QRG Capital Management
Illinois
$1.54M +$72.5K +462 +5%
VA
384
Vident Advisory
Georgia
$1.53M +$126K +803 +9%
ET
385
Entropy Technologies
New York
$1.52M +$1.46M +9,311 New
PRP
386
Peak Retirement Planning
Ohio
$1.52M +$488K +3,110 +50%
GLA
387
Great Lakes Advisors
Illinois
$1.51M +$69.6K +443 +5%
Envestnet Portfolio Solutions
388
Envestnet Portfolio Solutions
Illinois
$1.51M +$1.06M +6,758 +272%
NCM
389
Novare Capital Management
North Carolina
$1.5M -$145K -923 -9%
Public Sector Pension Investment Board (PSP Investments)
390
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.5M -$1.18M -7,546 -45%
IGAM
391
iA Global Asset Management
Quebec, Canada
$1.5M +$649K +4,136 +82%
SIA
392
Strategic Investment Advisors
Michigan
$1.48M -$126K -804 -8%
SO
393
STRS Ohio
Ohio
$1.46M +$503K +3,201 +56%
BCM
394
Bridgeway Capital Management
Texas
$1.45M -$672K -4,280 -32%
II
395
Impact Investors
California
$1.45M +$15.9K +101 +1%
STCG
396
Speece Thorson Capital Group
Minnesota
$1.45M
AFG
397
Albion Financial Group
Utah
$1.44M +$31.1K +198 +2%
RWM
398
Ritholtz Wealth Management
New York
$1.41M -$862K -5,493 -39%
MSU
399
Mizuho Securities USA
New York
$1.39M -$213K -1,355 -14%
TWC
400
TD Waterhouse Canada
Ontario, Canada
$1.39M +$119K +755 +10%

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.