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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
BHCM
201
Brevan Howard Capital Management
Jersey
$5.72M +$5.5M +35,040 New
LFAS
202
Level Four Advisory Services
Texas
$5.71M +$226K +1,442 +4%
OSAM
203
O'Shaughnessy Asset Management
Connecticut
$5.67M -$3.41M -21,745 -39%
Mariner
204
Mariner
Kansas
$5.56M +$3.25M +20,727 +156%
VanEck Associates
205
VanEck Associates
New York
$5.54M -$150K -957 -3%
JF
206
Jump Financial
Illinois
$5.46M +$5.24M +33,402 New
SCM
207
Seascape Capital Management
New Hampshire
$5.45M -$84.2K -536 -2%
Focus Partners Wealth
208
Focus Partners Wealth
Massachusetts
$5.43M +$4.46M +28,388 +587%
QT
209
Quantbot Technologies
New York
$5.41M +$5.2M +33,128 New
Creative Planning
210
Creative Planning
Kansas
$5.4M +$466K +2,966 +10%
CIBC World Market
211
CIBC World Market
Ontario, Canada
$5.3M +$4.81M +30,652 +1,693%
MIM
212
MetLife Investment Management
New Jersey
$5.24M -$477K -3,037 -9%
SIC
213
SFE Investment Counsel
California
$5.2M +$755K +4,812 +18%
BBWA
214
Bell & Brown Wealth Advisors
California
$5.06M +$22.8K +145 +0.5%
Handelsbanken Fonder
215
Handelsbanken Fonder
Sweden
$5.02M -$110K -700 -2%
CA
216
CapWealth Advisors
Tennessee
$4.95M -$4.4K -28 -0.1%
COPPSERS
217
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.93M +$314K +2,001 +7%
CNB
218
Czech National Bank
Czech Republic
$4.91M +$279K +1,776 +6%
SOADOR
219
State of Alaska Department of Revenue
Alaska
$4.87M +$1.63M +10,365 +53%
VPIM
220
Vanguard Personalized Indexing Management
California
$4.8M -$138K -880 -3%
CWM
221
Centric Wealth Management
Illinois
$4.77M +$33.8K +215 +0.9%
LAM
222
Lakewood Asset Management
Illinois
$4.63M -$63.7K -406 -1%
Bank of Nova Scotia
223
Bank of Nova Scotia
Ontario, Canada
$4.54M +$2.35M +14,941 +116%
AIMCA
224
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.46M +$4.29M +27,300 New
RWA
225
Roberts Wealth Advisors
California
$4.43M +$54.8K +349 +1%

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.