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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
FMII
826
Farmers & Merchants Investments Inc
Nebraska
$14.5K +$7.73K +40 +77%
PWMG
827
Private Wealth Management Group
New Jersey
$14.2K -$580 -3 -3%
HCA
828
Harbor Capital Advisors
Illinois
$14K +$2.13K +11 +14%
CFO
829
CVA Family Office
Colorado
$13.9K +$1.16K +6 +7%
MA
830
MCF Advisors
Kentucky
$13.3K
T
831
Tidemark
California
$13.3K
WIM
832
Westside Investment Management
California
$13.3K
C
833
Covestor
United Kingdom
$13K -$261K -1,353 -94%
SIC
834
Salem Investment Counselors
North Carolina
$12.6K
MCM
835
Manchester Capital Management
Vermont
$12.5K +$386 +2 +3%
CIM
836
Contravisory Investment Management
Massachusetts
$12.3K -$9.28K -48 -38%
VWWMG
837
Vermillion & White Wealth Management Group
Pennsylvania
$12.3K +$15.1K +78 New
W
838
WealthCollab
Washington
$11.7K -$966 -5 -6%
GWSG
839
GPS Wealth Strategies Group
Colorado
$10.8K -$47.5K -246 -78%
AA
840
Ancora Advisors
Ohio
$10.8K
AWM
841
Abound Wealth Management
Tennessee
$10.4K +$2.71K +14 +27%
IUHSA
842
Itau Unibanco Holding S.A.
Brazil
$10K -$1.55K -8 -11%
KFI
843
Key Financial Inc
Pennsylvania
$9.8K
FFO
844
Fortitude Family Office
Arizona
$9.49K
CA
845
Continuum Advisory
Idaho
$9.33K -$4.45K -23 -28%
VWA
846
Valued Wealth Advisors
Utah
$8.4K
SPF
847
South Plains Financial
Texas
$8.22K
SCB
848
Saudi Central Bank
Saudi Arabia
$7.59K +$9.28K +48 New
MFT
849
Moisand Fitzgerald Tamayo
Florida
$7.27K
SS
850
Sunbelt Securities
Texas
$7.09K

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.