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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
FMP
851
Financial Management Professionals
Texas
$9.8K +$9.42K +60 New
IUHSA
852
Itau Unibanco Holding S.A.
Brazil
$9.31K -$1.26K -8 -12%
SPF
853
South Plains Financial
Texas
$8.49K
S
854
Sachetta
Massachusetts
$8.33K +$1.1K +7 +16%
TPCW
855
TD Private Client Wealth
New York
$8.33K +$3.77K +24 +89%
SS
856
Sunbelt Securities
Texas
$8.3K
VWA
857
Valued Wealth Advisors
Utah
$8.22K -$471 -3 -6%
MFT
858
Moisand Fitzgerald Tamayo
Florida
$7.52K
GBT
859
Grove Bank & Trust
Florida
$7.19K +$6.91K +44 New
DWM
860
Darwin Wealth Management
Florida
$5.88K
AGWCA
861
Annis Gardner Whiting Capital Advisors
Florida
$5.72K +$5.5K +35 New
DPW
862
DiNuzzo Private Wealth
Pennsylvania
$5.55K -$157 -1 -3%
RIL
863
Rothschild Investment LLC
Illinois
$5.06K +$1.88K +12 +63%
ZBNA
864
Zions Bancorporation, National Association
Utah
$4.9K -$10.8K -69 -70%
HNB
865
Hilltop National Bank
Wyoming
$4.9K +$4.71K +30 New
DF
866
Dunhill Financial
United Kingdom
$4.76K +$471 +3 +12%
WB
867
Webster Bank
Connecticut
$4.57K +$4.4K +28 New
CPG
868
Cornerstone Planning Group
New Jersey
$4.29K -$2.04K -13 -38%
AS
869
Altshuler Shaham
Israel
$4.25K +$942 +6 +30%
HHMI
870
Howard Hughes Medical Institute
Maryland
$4.25K +$4.08K +26 New
AG
871
AmeriFlex Group
Nevada
$4.21K
AW
872
Avion Wealth
Texas
$4K +$942 +6 +30%
BCMLT
873
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.92K
GC
874
Garde Capital
Washington
$3.27K
TFA
875
Toth Financial Advisory
Virginia
$3.27K

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.