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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
TIM
901
Tortoise Investment Management
New York
$980 +$942 +6 New
HFS
902
Hughes Financial Services
Virginia
$803 -$1.26K -8 -67%
AT
903
Arlington Trust
Alabama
$653 -$3.45K -22 -85%
BFS
904
Bare Financial Services
Pennsylvania
$653 -$1.1K -7 -64%
APW
905
Aventura Private Wealth
Florida
$653 +$628 +4 New
DF
906
DecisionPoint Financial
Arizona
$508 +$471 +3 New
WCM
907
WealthTrak Capital Management
Virginia
$491 -$942 -6 -67%
PWA
908
Principia Wealth Advisory
Texas
$490 -$471 -3 -50%
WA
909
WestEnd Advisors
North Carolina
$490
AP
910
Aspect Partners
Virginia
$490 +$471 +3 New
NCM
911
Northwest Capital Management
Oregon
$348
RCM
912
Raleigh Capital Management
North Carolina
$328 +$314 +2 New
ACA
913
American Capital Advisory
Idaho
$327 +$314 +2 New
EP
914
Essential Partners
California
$327 +$314 +2 New
TIM
915
Total Investment Management
Arizona
$168 +$157 +1 New
SC
916
Stephens Consulting
Michigan
$164 +$157 +1 New
Jane Street
917
Jane Street
New York
-$164M -1,045,257 Closed
Capital Research Global Investors
918
Capital Research Global Investors
California
-$111M -700,051 Closed
Marshall Wace
919
Marshall Wace
United Kingdom
-$70M -442,792 Closed
WorldQuant Millennium Advisors
920
WorldQuant Millennium Advisors
New York
-$47.9M -302,713 Closed
TI
921
Trexquant Investment
Connecticut
-$26.3M -166,038 Closed
TC
922
TwinBeech Capital
New York
-$20.1M -127,383 Closed
Tudor Investment Corp
923
Tudor Investment Corp
Connecticut
-$11.4M -72,747 Closed
Two Sigma Investments
924
Two Sigma Investments
New York
-$8.77M -55,495 Closed
Westfield Capital Management
925
Westfield Capital Management
Massachusetts
-$5.65M -35,723 Closed

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.