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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
GG
326
Gleason Group
Kentucky
$2.47M +$8.03K +42 +0.3%
Rafferty Asset Management
327
Rafferty Asset Management
New York
$2.46M -$88.7K -464 -4%
EAM
328
Eukles Asset Management
Ohio
$2.46M +$11.5K +60 +0.5%
Janney Montgomery Scott
329
Janney Montgomery Scott
Pennsylvania
$2.43M +$136K +709 +6%
CIA
330
Cascade Investment Advisors
Oregon
$2.37M -$2.87K -15 -0.1%
TCMP
331
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.36M +$35.2K +184 +2%
Public Employees Retirement Association of Colorado
332
Public Employees Retirement Association of Colorado
Colorado
$2.34M -$87K -455 -4%
CAMV
333
Concord Asset Management (Virginia)
Virginia
$2.32M -$252K -1,319 -10%
GAM
334
Generali Asset Management
Italy
$2.32M -$216K -1,130 -9%
KA
335
Kintegral Advisory
New York
$2.29M -$9.94K -52 -0.4%
DC
336
Davenport & Co
Virginia
$2.29M -$241K -1,261 -10%
CWP
337
Concord Wealth Partners
Virginia
$2.28M -$288K -1,509 -11%
MML Investors Services
338
MML Investors Services
Massachusetts
$2.28M +$131K +686 +6%
MIF
339
Mediolanum International Funds
Ireland
$2.27M +$1.25M +6,553 +124%
PRP
340
Peak Retirement Planning
Ohio
$2.27M +$442K +2,315 +25%
HT
341
Headlands Technologies
Illinois
$2.26M +$2.01M +10,542 +1,047%
NSIM
342
North Star Investment Management
Illinois
$2.23M – – –
1832 Asset Management
343
1832 Asset Management
Ontario, Canada
$2.23M -$285K -1,489 -12%
TCM
344
Twin Capital Management
Pennsylvania
$2.23M -$2.25M -11,772 -51%
EAMA
345
EFG Asset Management (Americas)
Florida
$2.23M +$706K +3,695 +48%
WC
346
Westerkirk Capital
$2.23M -$134K -700 -6%
WI
347
WBI Investments
New Jersey
$2.22M -$162K -848 -7%
WHG
348
Westwood Holdings Group
Texas
$2.21M -$256K -1,338 -11%
SCM
349
Sterling Capital Management
North Carolina
$2.18M +$834K +4,362 +64%
N
350
Natixis
France
$2.17M +$2.12M +11,110 New
12 13
14
15 16

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.