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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
KRSITF
551
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$542K -$36.1K -230 -6%
MAM
552
Meeder Asset Management
Ohio
$541K +$92.5K +589 +22%
Carson Wealth (CWM LLC)
553
Carson Wealth (CWM LLC)
Nebraska
$540K -$351K -2,236 -40%
BBHC
554
Brown Brothers Harriman & Co
New York
$529K +$39.3K +250 +8%
PC
555
Prairiewood Capital
North Dakota
$528K -$471 -3 -0.1%
EWA
556
EP Wealth Advisors
California
$527K +$266K +1,694 +110%
IP
557
Ignite Planners
California
$527K +$314 +2 +0.1%
WI
558
Wahed Invest
New York
$526K +$4.4K +28 +0.9%
APA
559
Astoria Portfolio Advisors
New York
$526K +$24.5K +156 +6%
CCA
560
Checchi Capital Advisers
California
$525K -$9.89K -63 -2%
SC
561
Syon Capital
California
$513K +$493K +3,143 New
KWM
562
Kingsview Wealth Management
Oregon
$513K -$192K -1,225 -28%
MFAM
563
Motley Fool Asset Management
Virginia
$513K +$31.1K +198 +7%
MYIA
564
Mount Yale Investment Advisors
Colorado
$510K +$35.8K +228 +8%
GCP
565
GSA Capital Partners
United Kingdom
$506K -$376K -2,393 -44%
VSQM
566
V-Square Quantitative Management
Illinois
$505K +$70.7K +450 +17%
BAAM
567
Baker Avenue Asset Management
California
$498K +$19.2K +122 +4%
FRM
568
Fox Run Management
Connecticut
$494K -$2.22M -14,165 -82%
GI
569
GAMMA Investing
California
$493K +$211K +1,346 +81%
PA
570
Parallel Advisors
California
$493K +$9.58K +61 +2%
Fifth Third Bancorp
571
Fifth Third Bancorp
Ohio
$486K +$196K +1,247 +72%
CAG
572
Csenge Advisory Group
Florida
$483K +$469K +2,987 New
CCIA
573
Campbell & Co Investment Adviser
Maryland
$482K -$1.38M -8,763 -75%
CP
574
Creekside Partners
California
$467K
PCP
575
Proficio Capital Partners
Massachusetts
$463K +$16K +102 +4%

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.