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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
AOWM
601
Alpha Omega Wealth Management
Virginia
$387K -$21.3K -110 -4%
SI
602
Saxon Interests
Texas
$381K +$24.7K +128 +6%
ACA
603
Aptus Capital Advisors
Alabama
$379K +$144K +744 +45%
MPWT
604
MassMutual Private Wealth & Trust
Connecticut
$376K -$191K -987 -29%
AG
605
Ascent Group
Virginia
$375K -$2.9K -15 -0.6%
CB
606
Centennial Bank
Arkansas
$374K -$9.66K -50 -2%
PGAM
607
Princeton Global Asset Management
New Jersey
$374K
GAG
608
Goodman Advisory Group
Massachusetts
$369K +$451K +2,332 New
WAM
609
Wakefield Asset Management
Colorado
$367K -$59.9K -310 -12%
PA
610
Profund Advisors
Maryland
$367K -$156K -809 -26%
PCM
611
Prelude Capital Management
New York
$365K +$235K +1,218 +112%
MWM
612
Manske Wealth Management
Texas
$364K
WIA
613
World Investment Advisors
California
$363K +$155K +800 +53%
MEAC
614
M.E. Allison & Co
Texas
$357K
PWG
615
Portside Wealth Group
Utah
$356K -$329K -1,702 -43%
DT
616
Diversified Trust
Tennessee
$355K +$434K +2,246 New
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$348K -$13.5K -70 -3%
R
618
Rebalance
California
$345K
MSA
619
MUFG Securities Americas
New York
$345K +$421K +2,179 New
PT
620
Plimoth Trust
Massachusetts
$342K -$4.83K -25 -1%
WPC
621
Wedmont Private Capital
Pennsylvania
$341K +$49.3K +255 +12%
PCS
622
Private Client Services
Kentucky
$340K -$143K -739 -26%
PTC
623
Private Trust Company
Ohio
$339K +$4.45K +23 +1%
KB
624
Kimelman & Baird
New York
$339K
WWM
625
Whalen Wealth Management
Nevada
$339K +$124K +643 +43%

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.