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Williams-Sonoma
WSM

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: 895 → 901 (+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: 27 → 21 (-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

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$541M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$178M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$171M
4
Goldman Sachs
Goldman Sachs
New York
+$140M
5
State Street
State Street
Massachusetts
+$114M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$683M
2
Invesco
Invesco
Georgia
-$295M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$281M
4
First Trust Advisors
First Trust Advisors
Illinois
-$120M
5
KBC Group
KBC Group
Belgium
-$91.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
1001
New Wave Wealth Advisors
Arkansas
– -$4.26K -23 Closed
FLP
1002
Financial Life Planners
Arizona
– -$2.38K -13 Closed
FNWA
1003
Financial Network Wealth Advisors
Utah
– -$1.85K -10 Closed
NMG
1004
New Millennium Group
Utah
– -$1.67K -9 Closed
SAM
1005
Synergy Asset Management
Washington
– -$930 -6 Closed
RS
1006
Rakuten Securities
Japan
– -$556 -3 Closed
KBFS
1007
Kohmann Bosshard Financial Services
Ohio
– -$370 -2 Closed
FMP
1008
Financial Management Professionals
Texas
– -$185 -1 Closed
SC
1009
Stance Capital
Massachusetts
– -$185 -1 Closed
37 38 39 40
41

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.