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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
MCM
876
MV Capital Management
Maryland
$3.27K +$2.67K +17 +567%
BGAI
877
Bruce G. Allen Investments
Colorado
$3.27K +$942 +6 +43%
OA
878
Operose Advisors
Wisconsin
$3.27K +$3.14K +20 New
SIC
879
SJS Investment Consulting
Ohio
$3.1K -$1.73K -11 -37%
ACM
880
Aster Capital Management
United Arab Emirates
$3.1K -$43.2K -275 -94%
GXJ
881
Global X Japan
Japan
$3.1K +$2.98K +19 New
RWM
882
Rialto Wealth Management
New York
$2.78K +$785 +5 +42%
SC
883
Solstein Capital
California
$2.78K +$2.67K +17 New
QWM
884
Quaker Wealth Management
New Jersey
$2.61K +$2.51K +16 New
SO
885
Sierra Ocean
California
$2.29K +$1.41K +9 +180%
AA
886
Addison Advisors
Vermont
$1.96K +$1.1K +7 +140%
PCFFS
887
Pacific Center for Financial Services
California
$1.67K
CFS
888
CGC Financial Services
Oregon
$1.63K
IHWM
889
Iron Horse Wealth Management
Iowa
$1.63K
KG
890
Kilter Group
New York
$1.47K +$1.41K +9 New
PWM
891
Parkworth Wealth Management
California
$1.47K +$785 +5 +125%
LWMI
892
Legacy Wealth Management (Idaho)
Idaho
$1.31K -$785 -5 -38%
CFFP
893
Center for Financial Planning
Michigan
$1.31K
LIS
894
Legacy Investment Solutions
Idaho
$1.31K +$1.26K +8 New
BHWM
895
Bay Harbor Wealth Management
Maryland
$1.31K +$628 +4 +100%
TFM
896
TFC Financial Management
Massachusetts
$1.14K +$785 +5 +250%
WCM
897
Winthrop Capital Management
Indiana
$1K
PWA
898
Physician Wealth Advisors
Utah
$981 -$314 -2 -25%
HIA
899
HFM Investment Advisors
New Jersey
$980 +$314 +2 +50%
Kayne Anderson Rudnick Investment Management
900
Kayne Anderson Rudnick Investment Management
California
$980 +$942 +6 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.