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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
OL
651
Optas LLC
Texas
$305K +$372K +1,926 New
LTAS
652
Linden Thomas Advisory Services
North Carolina
$301K +$10.6K +55 +3%
RAM
653
Roanoke Asset Management
New Jersey
$300K
MIA
654
MainStreet Investment Advisors
Illinois
$300K -$242K -1,252 -40%
MPM
655
MBB Public Markets
Illinois
$299K +$365K +1,890 New
PWAM
656
Private Wealth Asset Management
Iowa
$299K +$365K +1,890 New
TIA
657
Tiemann Investment Advisors
California
$298K
APG
658
Abacus Planning Group
South Carolina
$297K
HNW
659
High Note Wealth
Minnesota
$296K
CG
660
Cynosure Group
Utah
$293K +$37.1K +192 +12%
Wealthfront Advisers
661
Wealthfront Advisers
California
$289K +$122K +633 +53%
SGAM
662
Smith Group Asset Management
Texas
$288K +$7.73K +40 +2%
PWM
663
Paulson Wealth Management
Illinois
$287K +$7.73K +40 +2%
CIBC World Market
664
CIBC World Market
Ontario, Canada
$286K -$69.4K -359 -17%
AP
665
Adero Partners
California
$285K +$7.54K +39 +2%
ST
666
Spinnaker Trust
Maine
$285K +$348K +1,800 New
TIAA Trust, National Association
667
TIAA Trust, National Association
North Carolina
$283K +$63K +326 +22%
AWM
668
AE Wealth Management
Kansas
$282K -$80K -414 -19%
HFS
669
Hantz Financial Services
Michigan
$281K -$31.3K -162 -8%
DZ Bank
670
DZ Bank
Germany
$278K +$88.3K +457 +35%
HI
671
Horizon Investments
North Carolina
$278K +$342K +1,768 New
Fifth Third Bancorp
672
Fifth Third Bancorp
Ohio
$273K +$29.8K +154 +10%
IPAM
673
Investment Partners Asset Management
New Jersey
$271K -$580 -3 -0.2%
TPI
674
Trust Point Inc
Wisconsin
$268K -$439K -2,271 -57%
GI
675
GAMMA Investing
California
$264K +$7.54K +39 +2%

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.