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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
PMAM
751
Picton Mahoney Asset Management
Ontario, Canada
$165K +$158K +1,007 New
HT
752
Headlands Technologies
Illinois
$165K +$158K +1,007 New
JFGIW
753
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$139K +$53.2K +339 +67%
CAL
754
Capital Advisors Ltd
Ohio
$133K +$157 +1 +0.1%
AWM
755
Activest Wealth Management
Florida
$131K -$314 -2 -0.2%
RI
756
Ridgewood Investments
New Jersey
$131K +$126K +800 New
CT
757
Colonial Trust
South Carolina
$126K -$56K -357 -32%
SWM
758
Spire Wealth Management
Virginia
$121K -$40.8K -260 -24%
DZ Bank
759
DZ Bank
Germany
$120K -$161K -1,024 -58%
C
760
Covestor
United Kingdom
$119K +$101K +644 +767%
BIG
761
Brooklyn Investment Group
New York
$119K +$25.6K +163 +29%
DIP
762
DT Investment Partners
Pennsylvania
$113K
AF
763
Allworth Financial
California
$111K +$38.2K +243 +56%
TFA
764
Transamerica Financial Advisors
Florida
$105K -$5.97K -38 -6%
AIM
765
Anchor Investment Management
South Carolina
$104K
GLF
766
Groupe la Francaise
France
$103K +$7.54K +48 +8%
EWM
767
Evermay Wealth Management
Virginia
$98K
PMFA
768
Plante Moran Financial Advisors
Michigan
$97K
HIA
769
Harbor Investment Advisory
Maryland
$96.9K
QL
770
Quarry LP
New York
$94.4K +$59.5K +379 +190%
EWA
771
EverSource Wealth Advisors
Alabama
$91.7K +$3.14K +20 +4%
BLC
772
Brown, Lisle/Cummings
Rhode Island
$91.5K
OIAM
773
OFI Invest Asset Management
France
$90.7K +$42.1K +268 +70%
LSA
774
Leonteq Securities AG
Switzerland
$85.8K +$66.6K +424 +420%
UB
775
UMB Bank
Missouri
$80.5K -$64.7K -412 -46%

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.