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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
National Pension Service
51
National Pension Service
South Korea
$53M +$153K +977 +0.3%
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$52M +$13.7M +87,277 +38%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$49.5M +$3.16M +20,137 +7%
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$48.1M +$953K +6,068 +2%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$48M +$2M +12,710 +5%
Wells Fargo
56
Wells Fargo
California
$46.8M -$2.53M -16,120 -5%
Franklin Resources
57
Franklin Resources
California
$45.2M -$96.6K -615 -0.2%
Select Equity Group
58
Select Equity Group
New York
$43.6M -$2.79M -17,784 -6%
Schroder Investment Management Group
59
Schroder Investment Management Group
United Kingdom
$42.9M -$960K -6,112 -2%
Adage Capital Partners
60
Adage Capital Partners
Massachusetts
$42.6M +$35.2M +224,125 +614%
HMP
61
HS Management Partners
New York
$42.2M +$6.92M +44,075 +21%
GIM
62
Glenmede Investment Management
Pennsylvania
$42M +$40.4M +257,383 New
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$40.4M -$1.9M -12,082 -5%
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$39.4M -$16.9M -107,507 -31%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$39.4M +$19.1M +121,464 +102%
ACM
66
Advisors Capital Management
New Jersey
$39.2M +$621K +3,955 +2%
Raymond James Financial
67
Raymond James Financial
Florida
$38.7M +$6.22M +39,611 +20%
KBC Group
68
KBC Group
Belgium
$38.6M +$23.1M +147,417 +165%
Mitsubishi UFJ Asset Management
69
Mitsubishi UFJ Asset Management
Japan
$38M +$2.34M +14,911 +7%
MWM
70
Moran Wealth Management
Florida
$36.4M -$9.7M -61,801 -22%
HMCP
71
Hook Mill Capital Partners
New York
$36M +$11.2M +71,044 +47%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$34.9M +$784K +4,991 +2%
RC
73
Reik & Co
New York
$34.6M -$471K -3,000 -1%
MWM
74
Modera Wealth Management
New Jersey
$33.2M -$887K -5,648 -3%
VF
75
Vest Financial
Virginia
$33.1M +$11.6M +73,626 +57%

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.