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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
VCM
651
Versant Capital Management
Arizona
$306K -$164K -1,044 -36%
HNW
652
High Note Wealth
Minnesota
$306K
FFM
653
Forum Financial Management
Illinois
$303K +$36.7K +234 +14%
RFC
654
Regions Financial Corp
Alabama
$303K +$36.1K +230 +14%
CPIG
655
Chicago Partners Investment Group
Illinois
$302K +$24.6K +157 +11%
WIA
656
World Investment Advisors
California
$302K -$70.5K -449 -20%
TIAA Trust, National Association
657
TIAA Trust, National Association
North Carolina
$299K +$6.28K +40 +2%
KCP
658
Kera Capital Partners
California
$296K +$285K +1,814 New
TIA
659
Tiemann Investment Advisors
California
$296K -$11.8K -75 -4%
PWM
660
Paulson Wealth Management
Illinois
$294K -$1.73K -11 -0.6%
PA
661
PharVision Advisers
Florida
$286K +$275K +1,749 New
IA
662
IFP Advisors
Florida
$284K +$4.71K +30 +2%
IPAM
663
Investment Partners Asset Management
New Jersey
$282K +$1.57K +10 +0.6%
PAM
664
Paradigm Asset Management
New York
$278K -$188K -1,200 -41%
LOAMU
665
Lombard Odier Asset Management (USA)
New York
$277K +$266K +1,695 New
SFI
666
Siemens Fonds Invest
Germany
$276K +$38.3K +244 +17%
MF
667
Magnetar Financial
Illinois
$275K -$5.48M -34,878 -95%
CFG
668
Citizens Financial Group
Rhode Island
$269K +$31.7K +202 +14%
BCG
669
BayBridge Capital Group
California
$262K
AFG
670
Atomi Financial Group
New York
$260K +$16.8K +107 +7%
CCG
671
Catalina Capital Group
California
$259K -$5.5K -35 -2%
AWA
672
Aaron Wealth Advisors
Illinois
$259K +$11.3K +72 +5%
HFS
673
Hantz Financial Services
Michigan
$257K -$32.5K -207 -12%
TA
674
TFB Advisors
Kansas
$256K +$45.2K +288 +22%
FFP
675
FourThought Financial Partners
Florida
$255K -$942 -6 -0.4%

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.