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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
CT
476
Chicago Trust
Illinois
$823K +$39.4K +251 +5%
CB
477
Cadence Bank
Mississippi
$821K
CG
478
Curat Global
New Hampshire
$817K -$628K -4,000 -44%
MAM
479
MWA Asset Management
Massachusetts
$808K +$148K +945 +24%
RL
480
Retireful LLC
Michigan
$806K -$321K -2,045 -29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
481
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$801K +$539K +3,436 +234%
EOJOAM
482
E. Ohman J:or Asset Management
Sweden
$790K -$167K -1,064 -18%
HI
483
Horizon Investments
North Carolina
$784K +$479K +3,050 +173%
BI
484
Berkeley Inc
Idaho
$779K +$60.4K +385 +9%
Grantham, Mayo, Van Otterloo & Co (GMO)
485
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$774K +$424K +2,700 +132%
CC
486
Centiva Capital
New York
$773K +$242K +1,541 +48%
PAM
487
Panagora Asset Management
Massachusetts
$769K -$9.32M -59,382 -93%
S
488
SignatureFD
Georgia
$767K +$1.1K +7 +0.1%
Brown Advisory
489
Brown Advisory
Maryland
$757K +$40.8K +260 +6%
PS
490
Principal Securities
Iowa
$749K +$586K +3,734 +440%
PAS
491
PKS Advisory Services
New York
$739K -$6.28K -40 -0.9%
PFS
492
Prospera Financial Services
Texas
$739K -$11K -70 -2%
HIM
493
Hillsdale Investment Management
Ontario, Canada
$735K +$706K +4,500 New
CMF
494
Counterpoint Mutual Funds
California
$731K +$702K +4,472 New
MFG
495
Merit Financial Group
Georgia
$729K -$502K -3,195 -42%
WA
496
Waverly Advisors
Alabama
$726K -$88.2K -562 -11%
SFS
497
Sowell Financial Services
Arkansas
$722K +$40.8K +260 +6%
MFF
498
Michels Family Financial
Texas
$718K -$4.87K -31 -0.7%
KeyBank National Association
499
KeyBank National Association
Ohio
$713K +$116K +737 +20%
CFAM
500
Center For Asset Management
Florida
$712K -$27.9K -178 -4%

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.