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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
MC
976
Machina Capital
France
-$256K -1,618 Closed
FPAS
977
Focus Partners Advisor Solutions
Missouri
-$254K -1,607 Closed
BC
978
Bridgefront Capital
Texas
-$249K -1,575 Closed
PL
979
Perpetual Ltd
Australia
-$243K -1,536 Closed
WBC
980
Westpac Banking Corp
Australia
-$243K -1,536 Closed
KCM
981
Kathmere Capital Management
Pennsylvania
-$240K -1,518 Closed
VFA
982
Valeo Financial Advisors
Indiana
-$229K -1,447 Closed
CCM
983
Consolidated Capital Management
California
-$228K -1,440 Closed
OWA
984
One Wealth Advisors
California
-$221K -1,401 Closed
CWM
985
Congress Wealth Management
Massachusetts
-$217K -1,368 Closed
SAM
986
Silvercrest Asset Management
New York
-$210K -1,328 Closed
PCA
987
Pallas Capital Advisors
Massachusetts
-$209K -1,319 Closed
CIAM
988
Caitong International Asset Management
Hong Kong
-$158K -1,000 Closed
QC
989
Quent Capital
New York
-$108K -683 Closed
VBA
990
von Borstel & Associates
Oregon
-$53K -336 Closed
SIS
991
Sound Income Strategies
Florida
-$42.7K -270 Closed
RMP
992
Richards, Merrill & Peterson
Washington
-$39.2K -248 Closed
WF
993
Wayfinding Financial
Washington
-$35K -224 Closed
WT
994
Washington Trust
Rhode Island
-$19K -120 Closed
CA
995
Continuum Advisory
Idaho
-$9.33K -59 Closed
SCB
996
Saudi Central Bank
Saudi Arabia
-$7.59K -48 Closed
BFPW
997
BOK Financial Private Wealth
Colorado
-$6.96K -44 Closed
MEG
998
Millstone Evans Group
Colorado
-$4.58K -29 Closed
CAWM
999
Capital A Wealth Management
Pennsylvania
-$4.11K -26 Closed
GFPC
1000
Global Financial Private Client
Florida
-$1.9K -12 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.