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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
NFSG
801
Newbridge Financial Services Group
Florida
$33.5K +$157 +1 +0.5%
CAM
802
Costello Asset Management
Pennsylvania
$32.7K
HPC
803
HM Payson & Co
Maine
$32.7K
SN
804
Sittner & Nelson
Oregon
$32.7K
CYG
805
Clean Yield Group
Vermont
$31.4K
BCWM
806
Bartlett & Co Wealth Management
Ohio
$30.7K -$157 -1 -0.5%
VWWMG
807
Vermillion & White Wealth Management Group
Pennsylvania
$29.4K +$16K +102 +131%
ST
808
Smithfield Trust
Pennsylvania
$26K
MPW
809
MASECO Private Wealth
$25.9K +$24.8K +158 New
OWA
810
Opal Wealth Advisors
New York
$25K
SWP
811
Strategic Wealth Partners
Ohio
$24.8K +$23.9K +152 New
FHA
812
First Horizon Advisors
Tennessee
$24.4K +$19.3K +123 +473%
PFBT
813
Parkside Financial Bank & Trust
Missouri
$23.7K +$314 +2 +1%
RTL
814
Red Tortoise LLC
Georgia
$23.5K
CSPIA
815
Cary Street Partners Investment Advisory
Virginia
$21.6K +$4.24K +27 +26%
EA
816
Evolution Advisers
Virginia
$21K
AWM
817
Atticus Wealth Management
Florida
$20.4K +$19.6K +125 New
FDCP
818
Foster Dykema Cabot & Partners
Massachusetts
$19.9K
MWA
819
Medallion Wealth Advisors
Connecticut
$18.6K
GSWM
820
Golden State Wealth Management
California
$18K
TFIPS
821
Towarzystwo Funduszy Inwestycyjnych PZU SA
$18K
AP
822
Atwood & Palmer
Missouri
$17.6K +$17K +108 New
MCM
823
Manchester Capital Management
Vermont
$17.3K +$4.24K +27 +34%
JWA
824
JFS Wealth Advisors
Pennsylvania
$16.8K -$471 -3 -3%
CNBTD
825
Citizens National Bank Trust Department
Mississippi
$16.3K

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.