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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.55B -$4.89M -31,141 -0.2%
BlackRock
2
BlackRock
New York
$1.98B -$8.15M -51,885 -0.4%
Aristotle Capital Management
3
Aristotle Capital Management
California
$1.49B -$714K -4,550 -0%
BC
4
Blackhill Capital
New Jersey
$1.26B -$9.37M -59,675 -0.8%
State Street
5
State Street
Massachusetts
$979M +$20M +127,597 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$578M -$10.1M -64,196 -2%
LGP
7
Leonard Green & Partners
California
$527M
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$325M +$8M +50,959 +3%
UBS AM
9
UBS AM
Illinois
$318M +$80.3M +511,356 +36%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$310M -$380M -2,421,754 -56%
Northern Trust
11
Northern Trust
Illinois
$290M -$5.59M -35,623 -2%
Invesco
12
Invesco
Georgia
$285M +$64M +407,929 +31%
First Trust Advisors
13
First Trust Advisors
Illinois
$284M +$63M +401,138 +30%
Morgan Stanley
14
Morgan Stanley
New York
$242M +$25M +159,078 +12%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$239M +$6.15M +39,167 +3%
Norges Bank
16
Norges Bank
Norway
$212M -$12.9M -82,314 -6%
JP Morgan Chase
17
JP Morgan Chase
New York
$205M +$61.2M +389,548 +45%
Charles Schwab
18
Charles Schwab
California
$178M +$2.17M +13,852 +1%
Amundi
19
Amundi
France
$165M +$26.9M +171,556 +21%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$146M -$6.29M -40,058 -4%
Renaissance Technologies
21
Renaissance Technologies
New York
$143M -$57.5M -366,200 -29%
UBS Group
22
UBS Group
Switzerland
$136M -$1.51M -9,642 -1%
CAPTRUST Financial Advisors
23
CAPTRUST Financial Advisors
North Carolina
$134M +$24.6M +156,515 +24%
Nordea Investment Management
24
Nordea Investment Management
Sweden
$133M +$9.45M +60,163 +8%
Caisse de Depot et Placement du Quebec (CDPQ)
25
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$132M +$92.7M +590,259 +274%

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.