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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
WTC
676
WhitTier Trust Company
Nevada
$255K +$41.4K +264 +20%
PFGIA
677
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$241K +1,536 New
MPM
678
MBB Public Markets
Illinois
$251K -$55.9K -356 -19%
PK
679
Pflug Koory
Nebraska
$251K -$2.83K -18 -1%
CAM
680
Covenant Asset Management
New Jersey
$246K +$314 +2 +0.1%
QFA
681
Quantum Financial Advisors
California
$245K -$157 -1 -0.1%
FIB
682
First Interstate Bank
Montana
$245K
CWM
683
Cahaba Wealth Management
Georgia
$244K
UCFA
684
United Capital Financial Advisors
Texas
$244K +$9.42K +60 +4%
HAG
685
HighPoint Advisor Group
Illinois
$243K +$234K +1,490 New
FBT
686
First Bank & Trust
South Dakota
$242K +$3.14K +20 +1%
BA
687
Bridgewater Advisors
New York
$241K +$202K +1,289 New
TW
688
Trajan Wealth
Arizona
$240K +$22.8K +145 +11%
GRP
689
Global Retirement Partners
California
$240K +$230K +1,468 New
MIA
690
MainStreet Investment Advisors
Illinois
$240K -$67.2K -428 -23%
LTAS
691
Linden Thomas Advisory Services
North Carolina
$240K -$68.3K -435 -23%
PFM
692
Patton Fund Management
Texas
$238K +$229K +1,456 New
GAG
693
Goodman Advisory Group
Massachusetts
$237K -$138K -880 -38%
DO
694
denkapparat Operations
Germany
$237K +$227K +1,448 New
CAM
695
Clark Asset Management
New Hampshire
$236K
FWTB
696
First Western Trust Bank
Colorado
$236K
PB
697
Pinnacle Bancorp
Nebraska
$235K
KWA
698
Kingswood Wealth Advisors
California
$235K -$8.79K -56 -4%
MA
699
Mutual Advisors
Nebraska
$234K +$202K +1,289 New
SAI
700
Savvy Advisors Inc
New York
$234K -$5.02K -32 -2%

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.