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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
LFG
626
Larson Financial Group
Missouri
$335K +$43.7K +226 +12%
AO
627
Advisor OS
Illinois
$334K -$64.5K -334 -14%
NP
628
NorthRock Partners
Minnesota
$334K +$34.2K +177 +9%
SQA
629
Simon Quick Advisors
New Jersey
$332K +$167K +865 +70%
KA
630
Klingman & Associates
New York
$330K -$30.3K -157 -7%
SCA
631
Snowden Capital Advisors
New York
$329K +$146K +755 +57%
KFS
632
Kaizen Financial Strategies
California
$329K +$402K +2,080 New
AA
633
ALPS Advisors
Colorado
$324K -$85K -440 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
634
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$322K +$394K +2,039 New
DWA
635
Dorsey Wright & Associates
California
$320K -$7.92K -41 -2%
SPC
636
Sigma Planning Corp
Michigan
$320K +$18.6K +96 +5%
KPWS
637
Kestra Private Wealth Services
Texas
$318K +$11K +57 +3%
FC
638
Fulcrum Capital
Washington
$318K +$40.6K +210 +12%
WA
639
Whipplewood Advisors
Colorado
$317K +$966 +5 +0.2%
GWP
640
Gateway Wealth Partners
Wisconsin
$316K
ITIM
641
Indiana Trust & Investment Management
Indiana
$316K
RC
642
RBF Capital
California
$316K
SC
643
Sapient Capital
Indiana
$316K
IP
644
Interval Partners
New York
$316K +$386K +2,000 New
SAM
645
Smithbridge Asset Management
Pennsylvania
$315K +$385K +1,992 New
CWS
646
Confluence Wealth Services
Pennsylvania
$312K -$1.35K -7 -0.3%
AWA
647
Arkadios Wealth Advisors
Georgia
$309K +$378K +1,954 New
CP
648
Canopy Partners
Ohio
$308K -$47.3K -245 -11%
AMM
649
American Money Management
California
$308K +$966 +5 +0.3%
CGL
650
Clarius Group LLC
Washington
$306K +$57.6K +298 +18%

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.