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Williams-Sonoma
WSM

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916 → 940 (+24)

0.65% less ownership

Funds ownership: 92.91% → 92.26% (-0.65%)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

20% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 376

32% less call options, than puts

Call options by funds: $140M | Put options by funds: $205M

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$389M
2
Boston Partners
Boston Partners
Massachusetts
+$249M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$107M
4
First Trust Advisors
First Trust Advisors
Illinois
+$102M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$89.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$425M
2
Amundi
Amundi
France
-$89.8M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$87.4M
4
BlackRock
BlackRock
New York
-$70.7M
5
Morgan Stanley
Morgan Stanley
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
251
Laird Norton Wetherby Wealth Management
California
$4.16M -$25K -131 -0.6%
KCM
252
Kerusso Capital Management
North Carolina
$4.07M +$1.88M +9,820 +89%
Mariner
253
Mariner
Kansas
$4.07M -$2.52M -13,202 -39%
Federated Hermes
254
Federated Hermes
Pennsylvania
$4.07M -$780K -4,079 -16%
MNA
255
Manning & Napier Advisors
New York
$4.01M -$2.81M -14,716 -42%
IIL
256
Insight Inv LLC
California
$3.99M -$99.8K -522 -2%
BIAS
257
Beacon Investment Advisory Services
New Jersey
$3.95M – – –
X
258
Xponance
Pennsylvania
$3.92M -$145K -760 -4%
IMPI
259
Ilmarinen Mutual Pension Insurance
Finland
$3.91M – – –
DekaBank Deutsche Girozentrale
260
DekaBank Deutsche Girozentrale
Germany
$3.89M – – –
URS
261
Utah Retirement Systems
Utah
$3.82M -$68K -356 -2%
PFSRSONJ
262
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.72M +$204K +1,065 +6%
Mirae Asset Global Investments
263
Mirae Asset Global Investments
South Korea
$3.71M +$447K +2,337 +14%
RA
264
Royce & Associates
New York
$3.68M -$272K -1,422 -7%
Swedbank
265
Swedbank
Sweden
$3.66M – – –
Comerica Bank
266
Comerica Bank
Texas
$3.66M -$232K -1,214 -6%
Vontobel Holding
267
Vontobel Holding
Switzerland
$3.65M -$280K -1,463 -7%
Neuberger Berman Group
268
Neuberger Berman Group
New York
$3.58M -$155K -809 -4%
GCM
269
Genus Capital Management
British Columbia, Canada
$3.57M +$2.05M +10,720 +142%
VCM
270
Vision Capital Management
Oregon
$3.5M -$66.9K -350 -2%
ONB
271
Old National Bancorp
Indiana
$3.5M -$112K -588 -3%
SIA
272
Soltis Investment Advisors
Utah
$3.5M -$1.22M -6,360 -26%
MKA
273
M. Kulyk & Associates
Georgia
$3.47M -$73.4K -384 -2%
Stifel Financial
274
Stifel Financial
Missouri
$3.46M -$9.94K -52 -0.3%
BCIM
275
British Columbia Investment Management
British Columbia, Canada
$3.45M -$337K -1,761 -9%
9 10
11
12 13

WSM Hedge Fund Activity: Q3 2025 in Review

940 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2025, worth a combined $22B — up 18% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WSM positions and 72 closed out — a net gain of 40 holders — while 301 added to existing stakes and 376 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $389M. The largest seller was Leonard Green & Partners, cutting an estimated $425M.

  • 940 institutional investors held Williams-Sonoma (WSM) as of Q3 2025, up from 916 in Q2 2025.
  • Funds reported $22B of Williams-Sonoma stock for Q3 2025, up 18% quarter-over-quarter.
  • 112 funds opened new Williams-Sonoma positions in Q3 2025 and 72 closed out, a net change of +40 holders.
  • The largest Williams-Sonoma buyer in Q3 2025 was Fidelity Investments, an estimated $389M added.
  • The largest Williams-Sonoma seller in Q3 2025 was Leonard Green & Partners, an estimated $425M sold.

Based on aggregated 13F filings for Q3 2025.