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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
RFC
676
Regions Financial Corp
Alabama
$257K +$14.7K +76 +5%
FFM
677
Forum Financial Management
Illinois
$256K -$129K -670 -29%
CCG
678
Catalina Capital Group
California
$256K -$74.2K -384 -19%
MC
679
Machina Capital
France
$256K +$313K +1,618 New
FPAS
680
Focus Partners Advisor Solutions
Missouri
$254K +$311K +1,607 New
BCG
681
BayBridge Capital Group
California
$253K
GCM
682
Genus Capital Management
British Columbia, Canada
$253K +$309K +1,600 New
SAM
683
Smartleaf Asset Management
Massachusetts
$250K -$386 -2 -0.1%
BC
684
Bridgefront Capital
Texas
$249K -$310K -1,605 -50%
FFP
685
FourThought Financial Partners
Florida
$248K -$3.48K -18 -1%
PK
686
Pflug Koory
Nebraska
$245K
PL
687
Perpetual Ltd
Australia
$243K +$297K +1,536 New
WBC
688
Westpac Banking Corp
Australia
$243K +$297K +1,536 New
EWA
689
EP Wealth Advisors
California
$243K +$20.3K +105 +7%
KCM
690
Kathmere Capital Management
Pennsylvania
$240K -$4.25K -22 -1%
AWA
691
Aaron Wealth Advisors
Illinois
$239K +$37.5K +194 +15%
QFA
692
Quantum Financial Advisors
California
$238K +$193 +1 +0.1%
CAM
693
Covenant Asset Management
New Jersey
$238K -$1.35K -7 -0.5%
KWA
694
Kingswood Wealth Advisors
California
$237K -$215K -1,113 -43%
FIB
695
First Interstate Bank
Montana
$237K
CWM
696
Cahaba Wealth Management
Georgia
$236K
FWCM
697
Ferguson Wellman Capital Management
Oregon
$235K +$39K +202 +16%
AFG
698
Atomi Financial Group
New York
$235K -$10.6K -55 -4%
PA
699
Procyon Advisors
Connecticut
$235K +$287K +1,484 New
CPIG
700
Chicago Partners Investment Group
Illinois
$234K +$287K +1,486 New

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.