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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
S
851
Sachetta
Massachusetts
$6.96K
BFPW
852
BOK Financial Private Wealth
Colorado
$6.96K +$8.5K +44 New
DWM
853
Darwin Wealth Management
Florida
$6.67K
NC
854
NewSquare Capital
Pennsylvania
$5.69K +$5.41K +28 +350%
DPW
855
DiNuzzo Private Wealth
Pennsylvania
$5.53K +$193 +1 +3%
CPG
856
Cornerstone Planning Group
New Jersey
$4.96K +$6.18K +32 +1,600%
SIC
857
SJS Investment Consulting
Ohio
$4.74K
MEG
858
Millstone Evans Group
Colorado
$4.58K +$5.6K +29 New
TPCW
859
TD Private Client Wealth
New York
$4.27K +$5.22K +27 New
AG
860
AmeriFlex Group
Nevada
$4.11K
AT
861
Arlington Trust
Alabama
$4.11K
CAWM
862
Capital A Wealth Management
Pennsylvania
$4.11K
DF
863
Dunhill Financial
United Kingdom
$4.11K
FHA
864
First Horizon Advisors
Tennessee
$4.11K -$2.71K -14 -35%
TWD
865
True Wealth Design
Ohio
$3.95K -$5.99K -31 -55%
BCMLT
866
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.79K
TFA
867
Toth Financial Advisory
Virginia
$3.16K
AS
868
Altshuler Shaham
Israel
$3.16K +$3.87K +20 New
GC
869
Garde Capital
Washington
$3.16K +$3.87K +20 New
RIL
870
Rothschild Investment LLC
Illinois
$3K +$3.48K +18 +1,800%
AW
871
Avion Wealth
Texas
$3K
BGAI
872
Bruce G. Allen Investments
Colorado
$2.21K -$3.67K -19 -58%
LWMI
873
Legacy Wealth Management (Idaho)
Idaho
$2.06K
HFS
874
Hughes Financial Services
Virginia
$1.91K +$2.32K +12 New
RWM
875
Rialto Wealth Management
New York
$1.9K +$2.32K +12 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.