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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
AO
601
Advisor OS
Illinois
$406K +$57.9K +369 +17%
TC
602
TownSquare Capital
Utah
$405K -$1.96M -12,470 -83%
AOWM
603
Alpha Omega Wealth Management
Virginia
$400K
VI
604
Versor Investments
New York
$397K +$382K +2,432 New
SSA
605
Schonfeld Strategic Advisors
New York
$395K +$379K +2,415 New
AIC
606
Archer Investment Corporation
Indiana
$387K +$243K +1,550 +189%
PTC
607
Private Trust Company
Ohio
$383K +$31.1K +198 +9%
CAM
608
Congress Asset Management
Massachusetts
$382K -$597K -3,805 -62%
LFG
609
Larson Financial Group
Missouri
$382K +$34.2K +218 +10%
SI
610
Saxon Interests
Texas
$381K
PA
611
Profund Advisors
Maryland
$377K -$2.2K -14 -0.6%
CB
612
Centennial Bank
Arkansas
$376K -$9.73K -62 -3%
MWM
613
Manske Wealth Management
Texas
$376K
PGAM
614
Princeton Global Asset Management
New Jersey
$376K -$10K -64 -3%
QIM
615
Quantitative Investment Management
Virginia
$371K -$204K -1,297 -36%
MEAC
616
M.E. Allison & Co
Texas
$369K
RA
617
RFG Advisory
Alabama
$365K -$192K -1,220 -35%
ACA
618
Aptus Capital Advisors
Alabama
$364K -$26.4K -168 -7%
PCIA
619
Prime Capital Investment Advisors
Kansas
$364K -$101K -644 -22%
3IP
620
3Chopt Investment Partners
Virginia
$362K +$348K +2,216 New
Wealthfront Advisers
621
Wealthfront Advisers
California
$357K +$55.6K +354 +19%
R
622
Rebalance
California
$356K
PT
623
Plimoth Trust
Massachusetts
$354K
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$352K -$34.5K -220 -9%
Luther King Capital Management (LKCM)
625
Luther King Capital Management (LKCM)
Texas
$352K -$7.69K -49 -2%

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.