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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
RF
701
Rossby Financial
Florida
$233K +$298K +1,544 New
GCM
702
Gallacher Capital Management
Colorado
$233K -$18.7K -97 -6%
IA
703
IFP Advisors
Florida
$233K -$284K -1,471 -50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
704
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$232K +$284K +1,468 New
SAI
705
Savvy Advisors Inc
New York
$232K +$9.86K +51 +4%
FBT
706
First Bank & Trust
South Dakota
$231K +$13.7K +71 +5%
SFI
707
Siemens Fonds Invest
Germany
$229K +$10K +52 +4%
VFA
708
Valeo Financial Advisors
Indiana
$229K +$22.4K +116 +9%
CFG
709
Citizens Financial Group
Rhode Island
$229K +$65.9K +341 +31%
FWTB
710
First Western Trust Bank
Colorado
$228K -$62.4K -323 -18%
CAM
711
Clark Asset Management
New Hampshire
$228K +$7.34K +38 +3%
IB
712
Intrust Bank
Kansas
$228K -$2.51K -13 -0.9%
PB
713
Pinnacle Bancorp
Nebraska
$228K
CCM
714
Consolidated Capital Management
California
$228K +$278K +1,440 New
UCFA
715
United Capital Financial Advisors
Texas
$226K +$53.3K +276 +24%
RS
716
Robeco Schweiz
Switzerland
$224K +$37.1K +192 +16%
SCM
717
Sheridan Capital Management
California
$223K
OWA
718
One Wealth Advisors
California
$221K -$255K -1,320 -49%
PGF
719
Plan Group Financial
Oklahoma
$221K +$271K +1,400 New
EFG
720
Ehrlich Financial Group
California
$221K
CBTWT
721
Community Bank & Trust (Waco, Texas)
Texas
$217K -$9.66K -50 -4%
CWM
722
Congress Wealth Management
Massachusetts
$217K -$3.97M -20,536 -94%
MIM
723
Moseley Investment Management
Florida
$215K +$5.22K +27 +2%
WAP
724
Wealthcare Advisory Partners
Pennsylvania
$215K -$6.18K -32 -2%
SW
725
SkyOak Wealth
Michigan
$213K -$293K -1,518 -53%

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.