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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
FFA
576
Florida Financial Advisors
Florida
$458K +$17.3K +110 +4%
BFWA
577
Benchmark Financial Wealth Advisors
Florida
$458K +$1.73K +11 +0.4%
SC
578
Scotia Capital
Ontario, Canada
$457K -$20.1K -128 -4%
WWM
579
Whalen Wealth Management
Nevada
$455K +$100K +640 +30%
SA
580
Sovran Advisors
California
$451K -$30.9K -197 -7%
SMA
581
Seven Mile Advisory
New Jersey
$450K +$5.65K +36 +1%
PI
582
PFG Investments
New York
$446K -$77.1K -491 -15%
MSA
583
MUFG Securities Americas
New York
$445K +$85.7K +546 +25%
MWM
584
Maridea Wealth Management
New York
$445K +$428K +2,723 New
SSC
585
Syverson Strege & Co
Iowa
$442K +$34.7K +221 +9%
CA
586
Cullinan Associates
Kentucky
$441K
OIA
587
OneDigital Investment Advisors
Kansas
$441K +$11.9K +76 +3%
PWG
588
Portside Wealth Group
Utah
$440K +$69.6K +443 +20%
JWM
589
Jeppson Wealth Management
California
$438K -$40.8K -260 -9%
DEA
590
DoubleLine ETF Adviser
Florida
$438K +$421K +2,682 New
RB
591
Renasant Bank
Mississippi
$432K -$55.4K -353 -12%
GIA
592
GHP Investment Advisors
Colorado
$431K -$150K -955 -27%
CG
593
Cynosure Group
Utah
$429K +$122K +776 +42%
BEI
594
Benjamin Edwards Inc
Missouri
$429K +$15.9K +101 +4%
MYAM
595
Meiji Yasuda Asset Management
Japan
$424K -$202K -1,286 -33%
WPC
596
Wedmont Private Capital
Pennsylvania
$416K +$14.3K +91 +4%
CP
597
CenterBook Partners
Connecticut
$414K +$398K +2,536 New
FTWA
598
Fifth Third Wealth Advisors
Ohio
$412K -$2.98K -19 -0.7%
LCM
599
Laurion Capital Management
New York
$411K +$395K +2,518 New
GAG
600
GM Advisory Group
New York
$408K +$393K +2,500 New

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.