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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
ECA
451
Elevated Capital Advisors
Utah
$959K
MSRPS
452
Maryland State Retirement & Pension System
Maryland
$955K
STA
453
Summit Trail Advisors
New York
$953K +$916K +5,834 New
NMERB
454
New Mexico Educational Retirement Board
New Mexico
$915K
Allspring Global Investments
455
Allspring Global Investments
North Carolina
$911K -$38.6K -246 -4%
Lido Advisors
456
Lido Advisors
California
$903K +$3.61K +23 +0.4%
TC
457
Truvestments Capital
Florida
$903K +$131K +834 +18%
ACP
458
Argyle Capital Partners
California
$902K
BP
459
Ballentine Partners
Massachusetts
$901K -$57.6K -367 -6%
IP
460
Interval Partners
New York
$898K +$549K +3,495 +175%
TA
461
TFG Advisers
Michigan
$887K -$1.57K -10 -0.2%
P
462
&Partners
Tennessee
$885K -$31.9K -203 -4%
NA
463
NewEdge Advisors
Louisiana
$884K -$466K -2,966 -35%
EFM
464
E Fund Management
China
$884K
GT
465
Greenleaf Trust
Michigan
$883K -$95.5K -608 -10%
MIF
466
Mediolanum International Funds
Ireland
$869K -$1.36M -8,681 -62%
GL
467
Graypoint LLC
New York
$861K +$75.4K +480 +10%
SPIA
468
Steward Partners Investment Advisory
New York
$855K -$155K -987 -16%
Jones Financial Companies
469
Jones Financial Companies
Missouri
$850K +$59.2K +377 +8%
JG
470
Jain Global
New York
$850K +$816K +5,200 New
NL
471
NVWM LLC
Pennsylvania
$832K +$721K +4,593 +919%
O
472
Ossiam
France
$831K +$745K +4,745 +1,383%
ALC
473
Alexander Labrunerie & Co
Missouri
$828K
Thrivent Financial for Lutherans
474
Thrivent Financial for Lutherans
Minnesota
$827K +$1.26K +8 +0.2%
PP
475
Patten & Patten
Tennessee
$823K

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.