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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
Bank of Nova Scotia
276
Bank of Nova Scotia
Ontario, Canada
$3.45M -$1.94M -10,158 -37%
JFG
277
Jefferies Financial Group
New York
$3.44M +$3.37M +17,614 New
PWP
278
Precedent Wealth Partners
Texas
$3.4M +$68.8K +360 +2%
TAM
279
Tocqueville Asset Management
New York
$3.38M -$32.1K -168 -1%
PP
280
PDT Partners
New York
$3.33M -$191 -1 -0%
CBU
281
CIBC Bancorp USA
Illinois
$3.32M +$3.24M +16,970 New
AAIS
282
ABN AMRO Investment Solutions
$3.31M -$1.33M -6,945 -29%
NYLIM
283
New York Life Investment Management
New York
$3.27M -$3.82K -20 -0.1%
AAM
284
Advisors Asset Management
Colorado
$3.27M -$242K -1,267 -7%
Cambridge Investment Research Advisors
285
Cambridge Investment Research Advisors
Iowa
$3.27M +$129K +677 +4%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$3.24M +$158K +829 +5%
Kovitz Investment Group Partners
287
Kovitz Investment Group Partners
Illinois
$3.23M +$68K +356 +2%
GIA
288
Gateway Investment Advisers
Ohio
$3.21M +$862K +4,510 +38%
WP
289
Woodline Partners
California
$3.18M +$565K +2,956 +22%
EW
290
Elyxium Wealth
California
$3.15M +$10.9K +57 +0.4%
CIBC Asset Management
291
CIBC Asset Management
Ontario, Canada
$3.13M +$764 +4 +0%
Mackenzie Financial
292
Mackenzie Financial
Ontario, Canada
$3.12M +$43.2K +226 +1%
NAM
293
Nissay Asset Management
Japan
$3.11M +$10.5K +55 +0.3%
HWAM
294
Hennion & Walsh Asset Management
New Jersey
$3.11M -$628K -3,285 -17%
GIP
295
Greatmark Investment Partners
Georgia
$3.1M +$60.8K +318 +2%
PCM
296
Parsons Capital Management
Rhode Island
$2.98M -$248K -1,298 -8%
SWMG
297
Signature Wealth Management Group
Georgia
$2.97M -$30.6K -160 -1%
UM
298
UniSuper Management
Australia
$2.96M -$49.3K -258 -2%
LCM
299
Landscape Capital Management
New Jersey
$2.94M +$2.88M +15,045 New
TI
300
Tidal Investments
Wisconsin
$2.94M -$510K -2,666 -15%
10 11
12
13 14

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.