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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
CL
526
Choreo LLC
Illinois
$594K +$105K +543 +17%
AWM
527
Aries Wealth Management
Maine
$579K
CI Investments Inc
528
CI Investments Inc
Ontario, Canada
$575K +$97.6K +505 +16%
KeyBank National Association
529
KeyBank National Association
Ohio
$574K -$15.3K -79 -2%
VDI
530
Vaughan David Investments
Illinois
$569K
GIA
531
GHP Investment Advisors
Colorado
$568K -$106K -551 -13%
CTC
532
Central Trust Company
Missouri
$568K
EF
533
Empirical Finance
Pennsylvania
$565K +$6.57K +34 +1%
QIM
534
Quantitative Investment Management
Virginia
$564K -$7.79M -40,287 -92%
KRSITF
535
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$560K +$685K +3,545 New
NG
536
Norden Group
Utah
$559K -$737K -3,812 -52%
RCA
537
Resonant Capital Advisors
Wisconsin
$554K +$6.18K +32 +0.9%
IMCOOI
538
Investment Management Corp of Ontario (IMCO)
Canada
$553K +$676K +3,500 New
ECM
539
Everence Capital Management
Indiana
$553K
WDA
540
Wendell David Associates
New Hampshire
$553K
RA
541
RFG Advisory
Alabama
$546K -$27.4K -142 -4%
SWP
542
Sagespring Wealth Partners
Tennessee
$545K +$106K +546 +19%
BFA
543
Buttonwood Financial Advisors
Maryland
$539K -$210K -1,085 -24%
AWM
544
Absher Wealth Management
North Carolina
$534K +$5.22K +27 +0.8%
FC
545
Farringdon Capital
United Kingdom
$532K +$650K +3,366 New
SCM
546
Stevens Capital Management
Pennsylvania
$525K +$418K +2,163 +187%
Walleye Capital
547
Walleye Capital
New York
$520K -$6.67M -34,522 -91%
CCA
548
Checchi Capital Advisers
California
$518K +$1.35K +7 +0.2%
PC
549
Prairiewood Capital
North Dakota
$512K -$171K -884 -21%
PI
550
PFG Investments
New York
$509K -$8.31K -43 -1%

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.