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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
HPC
801
HM Payson & Co
Maine
$31.6K
SN
802
Sittner & Nelson
Oregon
$31.6K
CAM
803
Costello Asset Management
Pennsylvania
$31.6K +$38.6K +200 New
QL
804
Quarry LP
New York
$31.5K +$19.1K +99 +99%
CYG
805
Clean Yield Group
Vermont
$30.4K
BCWM
806
Bartlett & Co Wealth Management
Ohio
$29.9K +$193 +1 +0.5%
KA
807
Kozak & Associates
Colorado
$29.3K +$193 +1 +0.5%
ST
808
Smithfield Trust
Pennsylvania
$25K
OWA
809
Opal Wealth Advisors
New York
$24.2K +$29.6K +153 New
RTL
810
Red Tortoise LLC
Georgia
$22.8K
PFBT
811
Parkside Financial Bank & Trust
Missouri
$22.6K +$21.6K +112 +361%
EA
812
Evolution Advisers
Virginia
$20K
FDCP
813
Foster Dykema Cabot & Partners
Massachusetts
$19.3K
WT
814
Washington Trust
Rhode Island
$19K
MWA
815
Medallion Wealth Advisors
Connecticut
$17.5K
GSWM
816
Golden State Wealth Management
California
$17.4K
TFIPS
817
Towarzystwo Funduszy Inwestycyjnych PZU SA
$17.4K
JWA
818
JFS Wealth Advisors
Pennsylvania
$16.8K +$580 +3 +3%
CSPIA
819
Cary Street Partners Investment Advisory
Virginia
$16.6K +$19.9K +103 +5,150%
LSA
820
Leonteq Securities AG
Switzerland
$16K +$19.3K +100 +10,000%
CNBTD
821
Citizens National Bank Trust Department
Mississippi
$15.8K
ZBNA
822
Zions Bancorporation, National Association
Utah
$15.7K +$19.1K +99 New
SC
823
SouthState Corp
Florida
$15.5K +$18.9K +98 New
SSB
824
Sandy Spring Bank
Maryland
$15.3K
GKIM
825
GW&K Investment Management
Massachusetts
$15K +$18K +93 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.