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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
ADL
776
Asset Dedication LLC
California
$76.5K
HWM
777
Hemington Wealth Management
Virginia
$76K -$2.35K -15 -3%
AAS
778
Ameritas Advisory Services
Nebraska
$72K +$69.2K +441 New
AAP
779
Arax Advisory Partners
Colorado
$71.9K -$4.24K -27 -7%
BWL
780
Bogart Wealth LLC
Virginia
$66.8K +$471 +3 +0.7%
AF
781
Advisornet Financial
Minnesota
$66.8K -$16.2K -103 -20%
MHR
782
Matthew Hamilton Rosenberg
$64.5K
PSFG
783
Park Square Financial Group
Georgia
$60.6K +$20.6K +131 +55%
MSE
784
MUFG Securities EMEA
United Kingdom
$59.3K +$57K +363 New
TPW
785
Talon Private Wealth
Florida
$56.2K +$54K +344 New
SS
786
SBI Securities
Japan
$55.5K +$1.41K +9 +3%
OL
787
OneFund LLC
Florida
$51K +$48.7K +310 New
CH
788
Cromwell Holdings
Wyoming
$50.8K +$48.2K +307 +7,675%
OP
789
ORG Partners
Indiana
$50.6K +$1.41K +9 +3%
RFS
790
Richardson Financial Services
Massachusetts
$48K +$44.6K +284 New
PPA
791
Painted Porch Advisors
California
$45.9K -$4.24K -27 -9%
BIA
792
Bell Investment Advisors
California
$44.3K +$1.1K +7 +3%
CT
793
Clearstead Trust
Maine
$44.1K +$942 +6 +2%
CAL
794
Capital Analysts LLC
Pennsylvania
$43K
RA
795
Rise Advisors
New York
$41.1K +$314 +2 +0.8%
FRA
796
Front Row Advisors
California
$40.8K
SIM
797
Sentry Investment Management
Wisconsin
$37K
VT
798
Volterra Technologies
New York
$36.3K +$34.9K +222 New
KA
799
Kozak & Associates
Colorado
$35K
SWA
800
SOA Wealth Advisors
New York
$34.5K

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.