We are live on ! Find out more
WSM icon

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
MFF
501
Michels Family Financial
Texas
$700K -$25.1K -130 -3%
Fisher Asset Management
502
Fisher Asset Management
Washington
$699K +$855K +4,422 New
B
503
Bailard
California
$698K +$63.2K +327 +8%
BI
504
Berkeley Inc
Idaho
$693K -$1.09M -5,622 -56%
Brown Advisory
505
Brown Advisory
Maryland
$691K -$386 -2 -0%
KWM
506
Kingsview Wealth Management
Oregon
$690K -$38.8K -201 -4%
MA
507
McBroom & Associates
Nevada
$660K
SFS
508
Sowell Financial Services
Arkansas
$657K +$804K +4,158 New
PWM
509
Pinnacle Wealth Management
California
$655K +$800K +4,141 New
RTC
510
Real Talk Capital
Tennessee
$648K +$793K +4,102 New
PIM
511
Plato Investment Management
Australia
$644K -$18.7K -97 -2%
NAMP
512
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$632K
MAM
513
MWA Asset Management
Massachusetts
$632K -$22.8K -118 -3%
CFAM
514
Center For Asset Management
Florida
$632K +$20.3K +105 +3%
SSA
515
Sierra Summit Advisors
Nevada
$620K +$758K +3,922 New
GWM
516
Geneos Wealth Management
Colorado
$620K +$390K +2,017 +106%
NMIMC
517
Northwestern Mutual Investment Management Company
Wisconsin
$619K -$4.67M -24,164 -86%
Nomura Holdings
518
Nomura Holdings
Japan
$616K -$2.49M -12,870 -77%
MYAM
519
Meiji Yasuda Asset Management
Japan
$613K -$617K -3,195 -45%
KAS
520
Kestra Advisory Services
Texas
$610K -$8.89K -46 -1%
LA
521
Lindenwold Advisors
Pennsylvania
$609K -$14.7K -76 -2%
GC
522
Guggenheim Capital
Illinois
$603K +$198K +1,025 +37%
FFA
523
Farther Finance Advisors
California
$601K +$283K +1,466 +63%
ANTB
524
AMG National Trust Bank
Colorado
$601K
JFG
525
Jefferies Financial Group
New York
$599K -$234K -1,209 -24%

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.