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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
KIM
751
Kestra Investment Management
Texas
$145K -$438K -2,268 -71%
UB
752
UMB Bank
Missouri
$143K +$12.4K +64 +8%
Fidelity International
753
Fidelity International
Bermuda
$132K -$863K -4,468 -84%
AIC
754
Archer Investment Corporation
Indiana
$130K -$289K -1,495 -65%
CAL
755
Capital Advisors Ltd
Ohio
$129K
AWM
756
Activest Wealth Management
Florida
$127K +$386 +2 +0.3%
LC
757
Lindbrook Capital
California
$122K +$67.1K +347 +82%
DIP
758
DT Investment Partners
Pennsylvania
$110K
TFA
759
Transamerica Financial Advisors
Florida
$108K -$12.4K -64 -9%
QC
760
Quent Capital
New York
$108K -$2.71K -14 -2%
AIM
761
Anchor Investment Management
South Carolina
$100K -$4.83K -25 -4%
FNWM
762
Financial Network Wealth Management
Utah
$98K +$121K +624 New
GLF
763
Groupe la Francaise
France
$95.9K +$12.9K +67 +13%
EWM
764
Evermay Wealth Management
Virginia
$94.9K
PMFA
765
Plante Moran Financial Advisors
Michigan
$93.9K
HIA
766
Harbor Investment Advisory
Maryland
$93.7K
BIG
767
Brooklyn Investment Group
New York
$89.2K +$90.6K +469 +494%
BLC
768
Brown, Lisle/Cummings
Rhode Island
$88.5K
EWA
769
EverSource Wealth Advisors
Alabama
$85.6K +$28K +145 +37%
AF
770
Advisornet Financial
Minnesota
$80.9K +$19.9K +103 +25%
JFGIW
771
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$80.5K +$63.6K +329 +183%
NL
772
NVWM LLC
Pennsylvania
$79K -$62.8K -325 -39%
HWM
773
Hemington Wealth Management
Virginia
$76K +$12.4K +64 +15%
ADL
774
Asset Dedication LLC
California
$74K
A
775
AlphaQuest
New York
$68K +$25.9K +134 +45%

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.