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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
WorldQuant Millennium Advisors
51
WorldQuant Millennium Advisors
New York
$47.9M -$5M -25,866 -8%
Wells Fargo
52
Wells Fargo
California
$47.8M -$672K -3,476 -1%
T. Rowe Price Associates
53
T. Rowe Price Associates
Maryland
$45.6M +$24.4M +126,479 +78%
MWM
54
Moran Wealth Management
Florida
$45M -$5.43M -28,118 -9%
Select Equity Group
55
Select Equity Group
New York
$45M -$2.36M -12,198 -4%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$44.7M +$5.6M +28,964 +11%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$44.4M +$5.56M +28,796 +11%
Franklin Resources
58
Franklin Resources
California
$43.8M +$9.53M +49,303 +22%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$42.7M +$15.9M +82,460 +44%
Skandinaviska Enskilda Banken (SEB)
60
Skandinaviska Enskilda Banken (SEB)
Sweden
$41.4M -$53.4M -276,373 -51%
BNP Paribas Financial Markets
61
BNP Paribas Financial Markets
France
$41M +$39M +201,660 +350%
GT
62
Glenmede Trust
Pennsylvania
$40.3M -$6.23M -32,224 -11%
ACM
63
Advisors Capital Management
New Jersey
$37.3M -$757K -3,919 -2%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$36.5M -$4.62M -23,906 -9%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$35.4M +$42.6M +220,551 +6,949%
Mitsubishi UFJ Asset Management
66
Mitsubishi UFJ Asset Management
Japan
$34.4M +$23.6M +122,180 +128%
Caisse de Depot et Placement du Quebec (CDPQ)
67
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$34M -$65.7M -339,902 -61%
RC
68
Reik & Co
New York
$34M -$127K -657 -0.3%
Citadel Advisors
69
Citadel Advisors
Florida
$33.9M +$41.4M +214,291 New
HMP
70
HS Management Partners
New York
$33.9M -$31.9M -164,966 -44%
MWM
71
Modera Wealth Management
New Jersey
$33M -$2.62M -13,556 -6%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$33M -$2.82M -14,590 -7%
Raymond James Financial
73
Raymond James Financial
Florida
$31.2M -$3.34M -17,285 -8%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$30.5M -$1.2M -6,215 -3%
Aviva
75
Aviva
United Kingdom
$30.4M -$4.82M -24,917 -11%

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.