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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
CBUSF
551
Construction & Building Unions Superannuation Fund
Australia
$506K +$38.6K +200 +7%
CC
552
Centiva Capital
New York
$505K +$617K +3,192 New
WI
553
Wahed Invest
New York
$505K +$617K +3,192 New
EWM
554
Empirical Wealth Management
Washington
$499K +$15.7K +81 +3%
NGA
555
Naples Global Advisors
Florida
$499K
IPW
556
Impact Partnership Wealth
Georgia
$499K +$43.1K +223 +8%
SCM
557
Sterling Capital Management
North Carolina
$485K -$244K -1,265 -29%
TCMP
558
Thrive Capital Management (Pennsylvania)
Pennsylvania
$483K +$590K +3,055 New
IP
559
Ignite Planners
California
$482K
RB
560
Renasant Bank
Mississippi
$474K -$291K -1,506 -33%
BBHC
561
Brown Brothers Harriman & Co
New York
$472K
PA
562
Parallel Advisors
California
$467K +$12.2K +63 +2%
JWM
563
Jeppson Wealth Management
California
$465K
MFAM
564
Motley Fool Asset Management
Virginia
$465K +$59.1K +306 +12%
BAAM
565
Baker Avenue Asset Management
California
$463K +$122K +632 +28%
SC
566
Scotia Capital
Ontario, Canada
$462K -$33.2K -172 -6%
VCM
567
Versant Capital Management
Arizona
$461K +$501K +2,590 +790%
PAM
568
Paradigm Asset Management
New York
$458K
MYIA
569
Mount Yale Investment Advisors
Colorado
$457K -$129K -666 -19%
PCIA
570
Prime Capital Investment Advisors
Kansas
$454K +$117K +603 +27%
CP
571
Creekside Partners
California
$452K
Group One Trading
572
Group One Trading
Illinois
$446K -$881K -4,559 -62%
BA
573
Bridgewater Associates
Connecticut
$445K -$11.3M -58,622 -95%
AG
574
Algert Global
California
$443K +$317K +1,640 +141%
BFWA
575
Benchmark Financial Wealth Advisors
Florida
$441K +$1.35K +7 +0.3%

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.