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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
MCI
826
MRP Capital Investments
Georgia
$16.3K +$15.7K +100 New
CFO
827
CVA Family Office
Colorado
$16.2K +$1.73K +11 +13%
AUB
828
Atlantic Union Bankshares
Virginia
$15.8K +$15.2K +97 New
PWMG
829
Private Wealth Management Group
New Jersey
$14.7K
SC
830
SouthState Corp
Florida
$14.5K -$1.41K -9 -9%
MA
831
MCF Advisors
Kentucky
$13.7K
T
832
Tidemark
California
$13.7K
WIM
833
Westside Investment Management
California
$13.7K
SSG
834
Summit Securities Group
New York
$13.4K +$12.9K +82 New
SIC
835
Salem Investment Counselors
North Carolina
$13.1K
GKIM
836
GW&K Investment Management
Massachusetts
$13K -$2.35K -15 -16%
HCA
837
Harbor Capital Advisors
Illinois
$13K -$1.1K -7 -8%
CA
838
CoreCap Advisors
Michigan
$12.7K -$19.8K -126 -62%
FMII
839
Farmers & Merchants Investments Inc
Nebraska
$12.7K -$2.2K -14 -15%
CIM
840
Contravisory Investment Management
Massachusetts
$12.7K
FFO
841
Fortitude Family Office
Arizona
$12.7K +$2.83K +18 +30%
W
842
WealthCollab
Washington
$12.1K
BDPWM
843
Barnes Dennig Private Wealth Management
Ohio
$11.6K +$11.1K +71 New
AA
844
Ancora Advisors
Ohio
$11.4K +$314 +2 +3%
GWSG
845
GPS Wealth Strategies Group
Colorado
$11.3K +$157 +1 +1%
TWD
846
True Wealth Design
Ohio
$11.1K +$6.75K +43 +172%
AWM
847
Abound Wealth Management
Tennessee
$10.8K
KFI
848
Key Financial Inc
Pennsylvania
$10.1K
NC
849
NewSquare Capital
Pennsylvania
$9.97K +$3.92K +25 +69%
TPWA
850
Twin Peaks Wealth Advisors
California
$9.94K +$7.54K +48 New

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.