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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
NI
976
NDVR Inc
Massachusetts
-$210K -1,136 Closed
PCMC
977
Paragon Capital Management (Colorado)
Colorado
-$206K -1,114 Closed
LP
978
LGL Partners
Pennsylvania
-$206K -1,111 Closed
HSA
979
HBK Sorce Advisory
Pennsylvania
-$203K -1,096 Closed
PWA
980
Providence Wealth Advisors
Illinois
-$201K -1,010 Closed
AWM
981
Avior Wealth Management
Nebraska
-$177K -956 Closed
VIA
982
Virtus Investment Advisers
Connecticut
-$148K -800 Closed
LC
983
Lavaca Capital
Texas
-$68.1K -368 Closed
HI
984
Human Investing
Oregon
-$56K -302 Closed
T
985
TOBAM
France
-$55K -299 Closed
LFA
986
LGT Financial Advisors
Texas
-$46.5K -251 Closed
CFGS
987
Concourse Financial Group Securities
Alabama
-$53.2K -250 Closed
VHAM
988
Van Hulzen Asset Management
California
-$40K -216 Closed
OWP
989
ORG Wealth Partners
Texas
-$35.9K -194 Closed
MFC
990
Mechanics Financial Corp
Ohio
-$22.2K -120 Closed
BC
991
Bayforest Capital
United Kingdom
-$20.2K -109 Closed
MCI
992
MRP Capital Investments
Georgia
-$18.5K -100 Closed
RL
993
Rogco LP
Oklahoma
-$17.8K -96 Closed
AP
994
Atwood & Palmer
Missouri
-$15.2K -82 Closed
TPW
995
Talon Private Wealth
Florida
-$14.4K -78 Closed
CJ
996
Caitlin John
Michigan
-$13.9K -75 Closed
DCM
997
Davidson Capital Management
Texas
-$13K -70 Closed
FUBT
998
First United Bank & Trust
Maryland
-$10.4K -56 Closed
EBA
999
Eagle Bay Advisors
New York
-$5.93K -32 Closed
BOJHT
1000
Bank of Jackson Hole Trust
Wyoming
-$5.18K -28 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.