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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
IGAM
476
iA Global Asset Management
Quebec, Canada
$793K +$969K +5,015 New
WA
477
Waverly Advisors
Alabama
$791K +$967K +5,004 New
TAM
478
Taurus Asset Management
New York
$791K
AC
479
Allstate Corporation
Illinois
$775K +$235K +1,216 +33%
DADC
480
D.A. Davidson & Co
Montana
$769K -$4.83K -25 -0.5%
EI
481
Ethic Inc
New York
$769K -$486K -2,513 -34%
EAMA
482
EFG Asset Management (Americas)
Florida
$766K +$936K +4,844 New
FCBT
483
First Citizens Bank & Trust
North Carolina
$765K -$20.7K -107 -2%
Focus Partners Wealth
484
Focus Partners Wealth
Massachusetts
$765K -$773 -4 -0.1%
Jones Financial Companies
485
Jones Financial Companies
Missouri
$763K +$173K +895 +23%
GL
486
Graypoint LLC
New York
$757K +$13.3K +69 +1%
CT
487
Chicago Trust
Illinois
$757K +$31.1K +161 +3%
WW
488
Winnow Wealth
Texas
$756K +$30.1K +156 +3%
NB
489
Norinchukin Bank
Japan
$748K +$915K +4,733 New
HWM
490
HB Wealth Management
Georgia
$745K +$354K +1,830 +64%
TC
491
Truvestments Capital
Florida
$742K +$907K +4,695 New
S
492
SignatureFD
Georgia
$741K +$17.6K +91 +2%
KPPF
493
Klein Pavlis & Peasley Financial
California
$730K -$235K -1,216 -21%
PFS
494
Prospera Financial Services
Texas
$726K -$43.5K -225 -5%
ECM
495
Evergreen Capital Management
Washington
$725K -$29.2K -151 -3%
DCM
496
DGS Capital Management
New Jersey
$725K +$143K +742 +19%
PAS
497
PKS Advisory Services
New York
$722K +$3.87K +20 +0.4%
BEW
498
Burton Enright Welch
California
$711K -$47.3K -245 -5%
BC
499
Burney Company
Virginia
$708K +$12K +62 +1%
Axa
500
Axa
France
$707K -$314K -1,627 -27%

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.