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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
AF
776
Allworth Financial
California
$65.8K -$2.32K -12 -3%
AAP
777
Arax Advisory Partners
Colorado
$65.5K +$48.7K +252 +156%
BWL
778
Bogart Wealth LLC
Virginia
$64.2K
MHR
779
Matthew Hamilton Rosenberg
$62.5K +$4.83K +25 +7%
ACM
780
Aster Capital Management
United Arab Emirates
$57.2K -$1.01M -5,232 -95%
OIAM
781
OFI Invest Asset Management
France
$56.2K +$21.1K +109 +40%
O
782
Ossiam
France
$54.2K +$14.1K +73 +27%
HI
783
Harbour Investments
Wisconsin
$53.8K +$57K +295 +656%
VBA
784
von Borstel & Associates
Oregon
$53K +$64.9K +336 New
SS
785
SBI Securities
Japan
$52.3K -$20.3K -105 -24%
PPA
786
Painted Porch Advisors
California
$48.7K -$67.4K -349 -53%
OP
787
ORG Partners
Indiana
$46.1K +$7.73K +40 +16%
SIS
788
Sound Income Strategies
Florida
$42.7K +$52.2K +270 New
CAL
789
Capital Analysts LLC
Pennsylvania
$42K
CT
790
Clearstead Trust
Maine
$41.7K -$13.7K -71 -21%
BIA
791
Bell Investment Advisors
California
$41.7K
FRA
792
Front Row Advisors
California
$39.5K -$19.3K -100 -29%
RA
793
Rise Advisors
New York
$39.5K -$17.4K -90 -26%
RMP
794
Richards, Merrill & Peterson
Washington
$39.2K
PSFG
795
Park Square Financial Group
Georgia
$37.9K -$43.7K -226 -48%
WF
796
Wayfinding Financial
Washington
$35K +$43.3K +224 New
SWA
797
SOA Wealth Advisors
New York
$33.4K +$40.8K +211 New
CA
798
CoreCap Advisors
Michigan
$32.3K +$24.2K +125 +158%
NFSG
799
Newbridge Financial Services Group
Florida
$32.2K +$193 +1 +0.5%
SIM
800
Sentry Investment Management
Wisconsin
$32K +$42.3K +219 New

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.