We are live on ! Find out more
WSM icon

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
JF
926
Jump Financial
Illinois
-$684K -3,696 Closed
AFCM
927
Applied Finance Capital Management
Puerto Rico
-$573K -3,094 Closed
IP
928
Isthmus Partners
Wisconsin
-$569K -3,072 Closed
MOS
929
MGO One Seven
Ohio
-$559K -3,018 Closed
1C
930
111 Capital
France
-$557K -3,006 Closed
EAM
931
Empirical Asset Management
Massachusetts
-$257K -2,764 Closed
AI
932
AdvisorShares Investments
Maryland
-$498K -2,690 Closed
AI
933
Atria Investments
North Carolina
-$465K -2,510 Closed
CIP
934
Convergence Investment Partners
Florida
-$445K -2,404 Closed
SWP
935
Stratos Wealth Partners
Ohio
-$416K -2,244 Closed
NICM
936
Neo Ivy Capital Management
New York
-$389K -2,106 Closed
BFG
937
Bleakley Financial Group
New Jersey
-$387K -2,092 Closed
HCA
938
Hyperion Capital Advisors
New York
-$374K -2,020 Closed
OL
939
one8zero8 LLC
North Carolina
-$370K -2,000 Closed
BIP
940
Blue Investment Partners
California
-$364K -1,963 Closed
DAS
941
Diversify Advisory Services
Utah
-$367K -1,863 Closed
AAA
942
American Alpha Advisors
New York
-$343K -1,850 Closed
SWM
943
Silverlake Wealth Management
Vermont
-$299K -1,616 Closed
CFO
944
Callan Family Office
Pennsylvania
-$296K -1,598 Closed
PWP
945
Phillips Wealth Planners
Mississippi
-$305K -1,548 Closed
GT
946
Glenview Trust
Kentucky
-$283K -1,530 Closed
CMF
947
Counterpoint Mutual Funds
California
-$282K -1,522 Closed
VCM
948
Voleon Capital Management
California
-$267K -1,444 Closed
SW
949
SVB Wealth
Massachusetts
-$264K -1,424 Closed
CNBT
950
Canandaigua National Bank & Trust
New York
-$257K -1,389 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.