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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
Citigroup
101
Citigroup
New York
$19.3M -$2.08M -13,264 -10%
AS
102
Aware Super
Australia
$19.1M -$3.32M -21,140 -15%
Zurich Cantonal Bank
103
Zurich Cantonal Bank
Switzerland
$19.1M -$3.64M -23,196 -17%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$18.9M +$13.3K +85 +0.1%
Ameriprise
105
Ameriprise
Minnesota
$18.7M +$8.21M +52,322 +84%
Corient Private Wealth
106
Corient Private Wealth
Florida
$18.7M +$276K +1,755 +2%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$18.5M +$824K +5,251 +5%
WC
108
Winmill & Co
New York
$18.3M
KHCM
109
Kettle Hill Capital Management
New York
$18.3M +$17.6M +111,900 New
LW
110
Linscomb Wealth
Texas
$18.1M -$36.9K -235 -0.2%
PHAM
111
Pacific Heights Asset Management
California
$18M
IMRF
112
Illinois Municipal Retirement Fund
Illinois
$16.6M -$521K -3,320 -3%
Walleye Capital
113
Walleye Capital
New York
$16.4M +$15.3M +97,259 +2,956%
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$16M -$2.5M -15,926 -14%
Pictet Asset Management
115
Pictet Asset Management
Switzerland
$15.9M -$1.38M -8,782 -8%
MPM
116
Meritage Portfolio Management
Kansas
$15.5M -$961K -6,123 -6%
Aviva
117
Aviva
United Kingdom
$15.5M -$15.3M -97,556 -51%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$15.5M -$3.25M -20,691 -18%
Axa
119
Axa
France
$15.5M +$14.2M +90,279 +2,020%
TSS
120
Thomas Story & Son
Indiana
$14.5M -$114K -727 -0.8%
KK
121
KLP Kapitalforvaltning
Norway
$14.5M +$126K +800 +0.9%
Universal-Beteiligungs- und Servicegesellschaft
122
Universal-Beteiligungs- und Servicegesellschaft
Germany
$14.5M +$793K +5,054 +6%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$14.5M -$3.02M -19,229 -18%
HighTower Advisors
124
HighTower Advisors
Illinois
$14.2M -$2.82M -17,940 -17%
State of Wisconsin Investment Board
125
State of Wisconsin Investment Board
Wisconsin
$13.6M +$1.65M +10,523 +15%

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.