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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
AAS
576
Avantax Advisory Services
Texas
$437K +$36.7K +190 +7%
CIM
577
Cambria Investment Management
California
$435K +$6.38K +33 +1%
USAA
578
United Services Automobile Association
Texas
$434K +$528K +2,732 New
SI
579
Seeds Investor
New York
$432K -$25.7K -133 -5%
PCP
580
Proficio Capital Partners
Massachusetts
$432K +$10.4K +54 +2%
MAM
581
Meeder Asset Management
Ohio
$431K +$512K +2,649 +3,486%
SMA
582
Seven Mile Advisory
New Jersey
$430K +$3.09K +16 +0.6%
GM
583
GeoWealth Management
Illinois
$430K +$18K +93 +4%
CA
584
Cullinan Associates
Kentucky
$427K -$4.39M -22,700 -89%
FFA
585
Florida Financial Advisors
Florida
$426K -$66.9K -346 -11%
YIH
586
Y-Intercept (HK)
Hong Kong
$426K +$521K +2,695 New
AIP
587
Arrowpoint Investment Partners
Singapore
$419K -$253K -1,311 -33%
VSQM
588
V-Square Quantitative Management
Illinois
$418K +$250K +1,292 +96%
WG
589
Winton Group
United Kingdom
$416K -$11M -57,032 -96%
OIA
590
OneDigital Investment Advisors
Kansas
$414K +$109K +562 +27%
I
591
InceptionR
California
$403K +$492K +2,547 New
APA
592
Astoria Portfolio Advisors
New York
$402K +$178K +923 +50%
FTWA
593
Fifth Third Wealth Advisors
Ohio
$402K -$465K -2,408 -49%
WB
594
WesBanco Bank
West Virginia
$402K +$96.6K +500 +25%
BEI
595
Benjamin Edwards Inc
Missouri
$399K +$4.83K +25 +1%
TSS
596
Two Sigma Securities
New York
$399K -$209K -1,082 -30%
SA
597
Sovran Advisors
California
$399K +$158K +816 +40%
SSC
598
Syverson Strege & Co
Iowa
$393K +$6.96K +36 +1%
Envestnet Portfolio Solutions
599
Envestnet Portfolio Solutions
Illinois
$392K -$393K -2,034 -45%
GPWM
600
Grant Private Wealth Management
California
$388K -$36.7K -190 -7%

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.