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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
Group One Trading
501
Group One Trading
Illinois
$711K +$241K +1,536 +55%
Squarepoint
502
Squarepoint
New York
$703K -$56.5M -359,679 -99%
B
503
Bailard
California
$696K -$24.6K -157 -4%
ETC
504
Exchange Traded Concepts
Oklahoma
$692K +$455K +2,900 +218%
YIH
505
Y-Intercept (HK)
Hong Kong
$687K +$237K +1,512 +56%
ECM
506
Evergreen Capital Management
Washington
$680K -$66.4K -423 -9%
GC
507
Guggenheim Capital
Illinois
$678K +$53.7K +342 +9%
RTC
508
Real Talk Capital
Tennessee
$670K +$157 +1 +0%
KAS
509
Kestra Advisory Services
Texas
$668K +$36.4K +232 +6%
ASN
510
Advisory Services Network
Georgia
$668K -$650K -4,143 -54%
SDIC
511
South Dakota Investment Council
South Dakota
$661K -$2M -12,714 -76%
MA
512
McBroom & Associates
Nevada
$660K
BEW
513
Burton Enright Welch
California
$660K -$71.7K -457 -10%
EWM
514
Empirical Wealth Management
Washington
$660K +$138K +881 +28%
PIM
515
Plato Investment Management
Australia
$656K +$471 +3 +0.1%
NAMP
516
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$653K
CBUSF
517
Construction & Building Unions Superannuation Fund
Australia
$653K +$126K +800 +25%
IC
518
Inscription Capital
Texas
$652K +$626K +3,990 New
HF
519
HRT Financial
New York
$651K +$626K +3,987 New
RCA
520
Resonant Capital Advisors
Wisconsin
$646K +$70.7K +450 +13%
BC
521
Burney Company
Virginia
$641K -$87K -554 -12%
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$641K +$1.26K +8 +0.2%
FFA
523
Farther Finance Advisors
California
$639K +$20.1K +128 +3%
LA
524
Lindenwold Advisors
Pennsylvania
$629K -$157 -1 -0%
ANTB
525
AMG National Trust Bank
Colorado
$621K

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.