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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
Principal Financial Group
26
Principal Financial Group
Iowa
$125M +$22M +140,042 +22%
Qube Research & Technologies (QRT)
27
Qube Research & Technologies (QRT)
United Kingdom
$121M -$50.6M -322,576 -30%
Legal & General Group
28
Legal & General Group
United Kingdom
$121M -$11M -70,292 -9%
Jacobs Levy Equity Management
29
Jacobs Levy Equity Management
New Jersey
$102M +$27.2M +173,175 +38%
Goldman Sachs
30
Goldman Sachs
New York
$99.4M -$61.5M -391,910 -39%
Deutsche Bank
31
Deutsche Bank
Germany
$97.4M +$13.7M +87,289 +17%
Robeco Institutional Asset Management
32
Robeco Institutional Asset Management
Netherlands
$96.7M +$81.8M +521,283 +740%
N
33
Nuveen
North Carolina
$90.1M +$2.11M +13,442 +2%
Pacer Advisors
34
Pacer Advisors
Pennsylvania
$78.9M -$4.65M -29,645 -6%
American Century Companies
35
American Century Companies
Missouri
$72.6M +$16.6M +106,040 +31%
AssetMark Inc
36
AssetMark Inc
California
$71.8M -$168K -1,071 -0.2%
Balyasny Asset Management
37
Balyasny Asset Management
Illinois
$67.3M +$29.6M +188,351 +84%
AAF
38
Andra AP-fonden
Sweden
$66.4M +$8.26M +52,600 +15%
Bank of America
39
Bank of America
North Carolina
$65.3M -$9.51M -60,557 -13%
CCMG
40
Clark Capital Management Group
Pennsylvania
$64.6M +$62.1M +395,666 New
Man Group
41
Man Group
United Kingdom
$64.4M +$53.3M +339,771 +623%
Truist Financial
42
Truist Financial
North Carolina
$61.9M +$3.24M +20,650 +6%
Swiss National Bank
43
Swiss National Bank
Switzerland
$61.1M +$4.19M +26,700 +8%
Barclays
44
Barclays
United Kingdom
$60.7M -$1.74M -11,076 -3%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$60.6M +$4.2M +26,767 +8%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$60.2M +$9.15M +58,284 +19%
BNP Paribas Asset Management
47
BNP Paribas Asset Management
France
$58.5M +$29M +185,015 +107%
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
$58.3M +$56M +356,694 New
JAM
49
Jupiter Asset Management
United Kingdom
$57.9M +$39.9M +253,968 +252%
BTW
50
Boston Trust Walden
Massachusetts
$57.2M +$2.88M +18,341 +6%

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.