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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
CAU
401
Caxton Associates (UK)
$1.38M
KIA
402
Knollwood Investment Advisory
Maryland
$1.38M
WSFS
403
Wilmington Savings Fund Society
Delaware
$1.31M -$51.3K -327 -4%
CIBC Private Wealth Group
404
CIBC Private Wealth Group
Georgia
$1.31M -$77.1K -491 -6%
SCM
405
Schnieders Capital Management
California
$1.31M
CIC
406
Chase Investment Counsel
Virginia
$1.31M
1IA
407
1834 Investment Advisors
Wisconsin
$1.31M -$97.8K -623 -7%
Assenagon Asset Management
408
Assenagon Asset Management
Luxembourg
$1.3M +$102K +648 +9%
SF
409
Synovus Financial
Georgia
$1.3M +$18.1K +115 +1%
PAG
410
Private Advisor Group
New Jersey
$1.28M +$38.2K +243 +3%
KRS
411
Kentucky Retirement Systems
Kentucky
$1.28M -$80.4K -512 -6%
EAMA
412
EFG Asset Management (Americas)
Florida
$1.26M +$449K +2,861 +59%
CDDEC
413
Caisse Des Depots Et Consignations
France
$1.24M
GCM
414
Genus Capital Management
British Columbia, Canada
$1.24M +$936K +5,960 +373%
GIA
415
Gladstone Institutional Advisory
Florida
$1.23M +$332K +2,116 +39%
QCG
416
Quadrant Capital Group
Ohio
$1.23M -$59.8K -381 -5%
ACM
417
Alamar Capital Management
California
$1.22M -$1.01M -6,442 -46%
HIMCH
418
Hartford Investment Management Co (HIMCO)
Connecticut
$1.22M -$9.89K -63 -0.8%
MCM
419
MAI Capital Management
Ohio
$1.21M -$942 -6 -0.1%
Fidelity International
420
Fidelity International
Bermuda
$1.2M +$1.02M +6,513 +777%
TCPG
421
Trivant Custom Portfolio Group
California
$1.2M -$13.8K -88 -1%
MWM
422
Modern Wealth Management
Kansas
$1.19M -$155K -989 -12%
ACM
423
Accent Capital Management
Ohio
$1.19M -$28.3K -180 -2%
FC
424
FORA Capital
Florida
$1.18M -$1.79M -11,405 -61%
NB
425
Norinchukin Bank
Japan
$1.17M +$386K +2,457 +52%

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.