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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.47B +$541M +2,797,562 +22%
BlackRock
2
BlackRock
New York
$1.92B -$683M -3,534,523 -23%
Aristotle Capital Management
3
Aristotle Capital Management
California
$1.45B +$7.55M +39,095 +0.4%
BC
4
Blackhill Capital
New Jersey
$1.23B -$6.03M -31,182 -0.4%
State Street
5
State Street
Massachusetts
$927M +$114M +590,319 +11%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$683M -$281M -1,453,075 -25%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$570M +$178M +920,011 +34%
LGP
8
Leonard Green & Partners
California
$510M
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$306M +$74M +383,029 +25%
Northern Trust
10
Northern Trust
Illinois
$287M -$17.4M -90,236 -5%
UBS AM
11
UBS AM
Illinois
$227M +$70.7M +365,718 +34%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$225M -$33.9M -175,657 -11%
Norges Bank
13
Norges Bank
Norway
$218M -$36M -186,062 -12%
First Trust Advisors
14
First Trust Advisors
Illinois
$211M -$120M -619,155 -32%
Invesco
15
Invesco
Georgia
$211M -$295M -1,527,268 -53%
Morgan Stanley
16
Morgan Stanley
New York
$209M -$91M -470,654 -26%
Renaissance Technologies
17
Renaissance Technologies
New York
$197M +$49.2M +254,500 +26%
Charles Schwab
18
Charles Schwab
California
$170M +$49.2M +254,550 +31%
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$168M +$171M +882,808 +485%
Jane Street
20
Jane Street
New York
$165M +$110M +570,189 +120%
Goldman Sachs
21
Goldman Sachs
New York
$158M +$140M +723,371 +261%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$147M -$36.6M -189,395 -17%
JP Morgan Chase
23
JP Morgan Chase
New York
$137M +$66M +341,710 +65%
UBS Group
24
UBS Group
Switzerland
$133M +$19.8M +102,215 +14%
Legal & General Group
25
Legal & General Group
United Kingdom
$128M +$35M +181,342 +29%

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.