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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
GFPC
876
Global Financial Private Client
Florida
$1.9K +$1.35K +7 +140%
BFS
877
Bare Financial Services
Pennsylvania
$1.74K +$2.13K +11 New
PCFFS
878
Pacific Center for Financial Services
California
$1.6K
CFS
879
CGC Financial Services
Oregon
$1.58K
IHWM
880
Iron Horse Wealth Management
Iowa
$1.58K
WCM
881
WealthTrak Capital Management
Virginia
$1.42K +$1.35K +7 +350%
CFFP
882
Center for Financial Planning
Michigan
$1.26K
HCP
883
Hexagon Capital Partners
Arkansas
$1.26K
PWA
884
Physician Wealth Advisors
Utah
$1.26K +$1.55K +8 New
WCM
885
Winthrop Capital Management
Indiana
$1K -$386 -2 -20%
PWA
886
Principia Wealth Advisory
Texas
$950 +$773 +4 +200%
SO
887
Sierra Ocean
California
$791 -$4.83K -25 -83%
AA
888
Addison Advisors
Vermont
$791 -$2.32K -12 -71%
HIA
889
HFM Investment Advisors
New Jersey
$633 +$773 +4 New
PWM
890
Parkworth Wealth Management
California
$632
BHWM
891
Bay Harbor Wealth Management
Maryland
$632 +$773 +4 New
CH
892
Cromwell Holdings
Wyoming
$632 +$773 +4 New
NC
893
North Capital
Utah
$632 +$773 +4 New
MCM
894
MV Capital Management
Maryland
$475 -$1.93K -10 -77%
WA
895
WestEnd Advisors
North Carolina
$474 +$580 +3 New
NCM
896
Northwest Capital Management
Oregon
$335
TFM
897
TFC Financial Management
Massachusetts
$317
BI
898
Binnacle Investments
Iowa
$316 +$386 +2 New
DWM
899
Dogwood Wealth Management
Kansas
$316 +$386 +2 New
HWP
900
Highline Wealth Partners
California
$316 +$386 +2 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.