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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
AC
951
AXQ Capital
New Jersey
-$256K -1,385 Closed
LIM
952
Leavell Investment Management
Alabama
-$250K -1,349 Closed
CAG
953
Csenge Advisory Group
Florida
-$245K -1,324 Closed
CI
954
Cigna Investments
Connecticut
-$243K -1,314 Closed
FFN
955
Focus Financial Network
Minnesota
-$243K -1,310 Closed
MA
956
Mutual Advisors
Nebraska
-$258K -1,297 Closed
BB
957
Berkshire Bank
Massachusetts
-$239K -1,288 Closed
JSW
958
Journey Strategic Wealth
New Jersey
-$238K -1,285 Closed
HAG
959
HighPoint Advisor Group
Illinois
-$264K -1,278 Closed
SC
960
Savant Capital
Illinois
-$236K -1,272 Closed
GVAG
961
Great Valley Advisor Group
Delaware
-$234K -1,265 Closed
RMC
962
Ring Mountain Capital
California
-$233K -1,258 Closed
EWM
963
Evercore Wealth Management
New York
-$233K -1,256 Closed
CAM
964
Claret Asset Management
Quebec, Canada
-$231K -1,248 Closed
CM
965
Crestline Management
Texas
-$231K -1,247 Closed
CIG
966
Cullen Investment Group
Louisiana
-$229K -1,235 Closed
DO
967
denkapparat Operations
Germany
-$227K -1,228 Closed
MCC
968
Money Concepts Capital
Florida
-$225K -1,217 Closed
MA
969
MONECO Advisors
Connecticut
-$223K -1,206 Closed
PA
970
Pinnacle Associates
New York
-$223K -1,205 Closed
SLC
971
Second Line Capital
Louisiana
-$223K -1,205 Closed
FWM
972
Focused Wealth Management
New York
-$222K -1,200 Closed
FSA
973
Fort Sheridan Advisors
Illinois
-$222K -1,200 Closed
PS
974
Planned Solutions
California
-$222K -1,200 Closed
JWCA
975
J.W. Cole Advisors
Florida
-$213K -1,150 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.