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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
CFD
901
Creative Financial Designs
Indiana
$158 +$193 +1 New
HF
902
HRT Financial
New York
-$79.1M -409,286 Closed
Capital Fund Management (CFM)
903
Capital Fund Management (CFM)
France
-$34.2M -177,105 Closed
ClearBridge Investments
904
ClearBridge Investments
New York
-$18.7M -101,067 Closed
CWA
905
Carolina Wealth Advisors
South Carolina
-$7.33M -39,568 Closed
JG
906
Jain Global
New York
-$4.85M -26,200 Closed
MCP
907
Militia Capital Partners
Nevada
-$4.63M -25,000 Closed
HAI
908
Hennessy Advisors Inc
California
-$4.57M -24,700 Closed
BCM
909
Bayesian Capital Management
New York
-$4.07M -22,000 Closed
TF
910
Trek Financial
Arizona
-$4.05M -21,853 Closed
LCM
911
Landscape Capital Management
New Jersey
-$3.68M -19,882 Closed
ACM
912
Aquatic Capital Management
Illinois
-$3.11M -16,797 Closed
Parallax Volatility Advisers
913
Parallax Volatility Advisers
California
-$2.22M -11,994 Closed
MG
914
Marex Group
-$1.92M -10,376 Closed
TG
915
TCW Group
California
-$1.86M -10,034 Closed
MC
916
Maverick Capital
Texas
-$1.77M -9,540 Closed
GCM
917
Greenland Capital Management
New York
-$1.68M -9,085 Closed
AIM
918
Aigen Investment Management
New York
-$1.37M -7,422 Closed
VF
919
Virtu Financial
New York
-$1.07M -5,789 Closed
RCA
920
Roberts Capital Advisors
Colorado
-$1.04M -5,596 Closed
AWAU
921
Alliance Wealth Advisors (Utah)
Utah
-$952K -5,143 Closed
DWM
922
Diversify Wealth Management
Utah
-$1.01M -5,119 Closed
SCM
923
Shelton Capital Management
Colorado
-$875K -4,723 Closed
OFG
924
OmniStar Financial Group
North Carolina
-$843K -4,555 Closed
CFM
925
Catalyst Funds Management
Australia
-$778K -4,200 Closed

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.