WSM icon

Williams-Sonoma

926 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 298 increasing their positions, 372 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

less ownership

Funds ownership:

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

20% less repeat investments, than reductions

Existing positions increased: 298 | Existing positions reduced: 372

32% less call options, than puts

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

Holders
926
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$140M
Puts
$205M
Net Calls
Net Calls Change

Top Sellers

1 -$435M
2 -$92.1M
3 -$89.4M
4
BlackRock
BlackRock
New York
-$72.3M
5
Morgan Stanley
Morgan Stanley
New York
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
276
Precedent Wealth Partners
Texas
$3.4M
TAM
277
Tocqueville Asset Management
New York
$3.38M
PP
278
PDT Partners
New York
$3.33M
CBU
279
CIBC Bancorp USA
Illinois
$3.32M
AAIS
280
ABN AMRO Investment Solutions
$3.31M
NYLIM
281
New York Life Investment Management
New York
$3.27M
AAM
282
Advisors Asset Management
Colorado
$3.27M
Cambridge Investment Research Advisors
283
Cambridge Investment Research Advisors
Iowa
$3.27M
Mercer Global Advisors
284
Mercer Global Advisors
Colorado
$3.24M
Kovitz Investment Group Partners
285
Kovitz Investment Group Partners
Illinois
$3.23M
GIA
286
Gateway Investment Advisers
Ohio
$3.21M
WP
287
Woodline Partners
California
$3.18M
EW
288
Elyxium Wealth
California
$3.15M
CIBC Asset Management
289
CIBC Asset Management
Ontario, Canada
$3.13M
Mackenzie Financial
290
Mackenzie Financial
Ontario, Canada
$3.12M
NAM
291
Nissay Asset Management
Japan
$3.11M
HWAM
292
Hennion & Walsh Asset Management
New Jersey
$3.11M
GIP
293
Greatmark Investment Partners
Georgia
$3.1M
PCM
294
Parsons Capital Management
Rhode Island
$2.98M
SWMG
295
Signature Wealth Management Group
Georgia
$2.97M
UM
296
UniSuper Management
Australia
$2.96M
LCM
297
Landscape Capital Management
New Jersey
$2.94M
TI
298
Tidal Investments
Wisconsin
$2.94M
Janus Henderson Group
299
Janus Henderson Group
United Kingdom
$2.93M
YCM
300
Yousif Capital Management
Michigan
$2.91M