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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
Janus Henderson Group
301
Janus Henderson Group
United Kingdom
$2.93M +$402K +2,104 +16%
YCM
302
Yousif Capital Management
Michigan
$2.91M -$265K -1,385 -9%
BOS
303
Bank of Stockton
California
$2.9M -$40.1K -210 -1%
Canada Pension Plan Investment Board
304
Canada Pension Plan Investment Board
Ontario, Canada
$2.89M -$478K -2,500 -14%
CIC
305
Chilton Investment Company
Connecticut
$2.88M +$2.82M +14,752 New
BDLIB
306
Banque de Luxembourg Investments (BLI)
Luxembourg
$2.86M – – –
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$2.85M +$90.6K +474 +3%
SFS
308
Stiles Financial Services
Minnesota
$2.85M +$956 +5 +0%
EAM
309
EFG Asset Management
Oregon
$2.85M +$948K +4,961 +52%
OAC
310
OMERS Administration Corp
Ontario, Canada
$2.84M -$191K -1,000 -6%
KAS
311
Kestra Advisory Services
Texas
$2.81M +$1.97M +10,288 +252%
EI
312
Ethic Inc
New York
$2.8M +$389K +2,035 +17%
CGH
313
Crossmark Global Holdings
Texas
$2.79M -$7.53M -39,391 -73%
SSWM
314
Sheets Smith Wealth Management
North Carolina
$2.78M -$283K -1,482 -9%
OPERF
315
Oregon Public Employees Retirement Fund
Oregon
$2.76M +$677K +3,540 +33%
PGFC
316
Peapack-Gladstone Financial Corp
New Jersey
$2.71M -$117K -613 -4%
OAM
317
OP Asset Management
$2.67M – – –
VFM
318
Vision Financial Markets
Connecticut
$2.66M -$38.2K -200 -1%
TAF
319
Tredje AP-fonden
Sweden
$2.64M +$566K +2,962 +28%
NIM
320
NEOS Investment Management
Connecticut
$2.62M +$725K +3,793 +39%
MOACM
321
Mutual of America Capital Management
New York
$2.61M -$146K -764 -5%
SDAM
322
Shulman DeMeo Asset Management
New York
$2.59M -$58.3K -305 -2%
Los Angeles Capital Management
323
Los Angeles Capital Management
California
$2.57M +$8.22K +43 +0.3%
PI
324
PineBridge Investments
New York
$2.52M -$13.2M -69,247 -84%
USCWA
325
U.S. Capital Wealth Advisors
Texas
$2.49M -$85K -445 -3%
11 12
13
14 15

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.