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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
KB
626
Kimelman & Baird
New York
$350K
AA
627
ALPS Advisors
Colorado
$347K +$11.8K +75 +4%
CGL
628
Clarius Group LLC
Washington
$341K +$23.7K +151 +8%
CWS
629
Confluence Wealth Services
Pennsylvania
$341K -$7.85K -50 -2%
AG
630
Ascent Group
Virginia
$340K -$44.9K -286 -12%
KPWS
631
Kestra Private Wealth Services
Texas
$337K +$7.85K +50 +2%
GM
632
GeoWealth Management
Illinois
$337K -$103K -657 -24%
CFO
633
Callan Family Office
Pennsylvania
$335K +$322K +2,051 New
CPCPP
634
Canada Post Corporation Pension Plan
Canada
$333K +$320K +2,040 New
WA
635
Whipplewood Advisors
Colorado
$330K +$1.26K +8 +0.4%
SC
636
Sapient Capital
Indiana
$330K +$2.83K +18 +0.9%
GWP
637
Gateway Wealth Partners
Wisconsin
$327K
ITIM
638
Indiana Trust & Investment Management
Indiana
$327K
RC
639
RBF Capital
California
$327K
SAM
640
Smithbridge Asset Management
Pennsylvania
$326K +$157 +1 +0.1%
DADC
641
D.A. Davidson & Co
Montana
$325K -$451K -2,875 -59%
SPC
642
Sigma Planning Corp
Michigan
$324K -$6.28K -40 -2%
PWAM
643
Private Wealth Asset Management
Iowa
$321K +$11.8K +75 +4%
KA
644
Klingman & Associates
New York
$321K -$19.3K -123 -6%
AMM
645
American Money Management
California
$319K +$1.41K +9 +0.5%
CP
646
Canopy Partners
Ohio
$318K
GWM
647
Geneos Wealth Management
Colorado
$316K -$312K -1,985 -51%
APG
648
Abacus Planning Group
South Carolina
$313K +$6.59K +42 +2%
JWCA
649
J.W. Cole Advisors
Florida
$310K +$298K +1,899 New
NP
650
NorthRock Partners
Minnesota
$310K -$33.4K -213 -10%

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.