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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
Capstone Investment Advisors
526
Capstone Investment Advisors
New York
$621K -$1.18M -7,498 -66%
HWM
527
HB Wealth Management
Georgia
$614K -$149K -952 -20%
NGA
528
Naples Global Advisors
Florida
$611K +$91.7K +584 +18%
CFG
529
Cooper Financial Group
California
$604K -$372K -2,369 -39%
EF
530
Empirical Finance
Pennsylvania
$604K +$19.3K +123 +3%
AWM
531
Aries Wealth Management
Maine
$598K
EAM
532
Empirical Asset Management
Massachusetts
$598K +$574K +3,658 New
CL
533
Choreo LLC
Illinois
$596K -$17K -108 -3%
AAS
534
Avantax Advisory Services
Texas
$594K +$137K +870 +31%
VDI
535
Vaughan David Investments
Illinois
$588K
DILIC
536
Dai-ichi Life Insurance Company
Japan
$585K -$338K -2,150 -38%
CTC
537
Central Trust Company
Missouri
$581K -$4.87K -31 -0.9%
CI Investments Inc
538
CI Investments Inc
Ontario, Canada
$575K -$17.9K -114 -3%
VT
539
Vise Technologies
New York
$574K +$551K +3,511 New
AWM
540
Absher Wealth Management
North Carolina
$573K +$20.4K +130 +4%
ECM
541
Everence Capital Management
Indiana
$572K
WDA
542
Wendell David Associates
New Hampshire
$572K
IC
543
IEQ Capital
California
$567K -$587K -3,741 -52%
BW
544
Basepoint Wealth
Iowa
$565K -$333K -2,118 -38%
DAS
545
Diversify Advisory Services
Utah
$564K +$428K +2,726 New
DCM
546
DGS Capital Management
New Jersey
$562K -$179K -1,143 -25%
BFA
547
Buttonwood Financial Advisors
Maryland
$557K
SWP
548
Sagespring Wealth Partners
Tennessee
$553K -$9.11K -58 -2%
PCP
549
Perbak Capital Partners
United Kingdom
$544K +$523K +3,330 New
DT
550
Diversified Trust
Tennessee
$542K +$169K +1,074 +48%

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.