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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
LS
726
Livforsakringsbolaget Skandia
Sweden
$212K
IB
727
Intrust Bank
Kansas
$212K -$22.6K -144 -10%
FWCM
728
Ferguson Wellman Capital Management
Oregon
$210K -$31.7K -202 -14%
BTI
729
Blue Trust Inc
Georgia
$210K +$24.3K +155 +14%
OL
730
Optas LLC
Texas
$207K -$104K -660 -34%
A
731
AlphaQuest
New York
$206K +$130K +831 +193%
EWM
732
Evercore Wealth Management
New York
$205K +$197K +1,256 New
PWP
733
Phillips Wealth Planners
Mississippi
$204K +$189K +1,207 New
CIG
734
Cullen Investment Group
Louisiana
$203K +$195K +1,243 New
CKAIS
735
Christensen King & Associates Investment Services
Washington
$203K
PWA
736
Providence Wealth Advisors
Illinois
$202K +$159K +1,010 New
JSW
737
Journey Strategic Wealth
New Jersey
$202K +$194K +1,234 New
SWP
738
Stratos Wealth Partners
Ohio
$201K +$193K +1,232 New
SAM
739
Smartleaf Asset Management
Massachusetts
$201K -$54.3K -346 -22%
SFO
740
Stenger Family Office
Illinois
$200K +$165K +1,051 New
OAM
741
Ostrum Asset Management
France
$192K -$5.5K -35 -3%
Bessemer Group
742
Bessemer Group
New Jersey
$190K -$24.3K -155 -12%
SOW
743
State of Wyoming
Wyoming
$190K +$183K +1,163 New
CFB
744
Cullen/Frost Bankers
Texas
$186K -$4.55K -29 -2%
VEA
745
Virtus ETF Advisers
New York
$183K
VNA
746
Valley National Advisers
Pennsylvania
$182K -$8.01K -51 -4%
CCM
747
Copeland Capital Management
Pennsylvania
$180K +$173K +1,099 New
HNB
748
Huntington National Bank
Ohio
$173K +$12.1K +77 +8%
TRCT
749
Tower Research Capital (TRC)
New York
$170K -$652K -4,155 -80%
WT
750
Whittier Trust
California
$170K -$12.1K -77 -7%

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.