WSM icon

Williams-Sonoma

922 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, 295 increasing their positions, 371 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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
NCM
376
Novare Capital Management
North Carolina
$1.79M
PCM
377
Penserra Capital Management
California
$1.77M
AIP
378
Ameritas Investment Partners
Nebraska
$1.77M
CG
379
Caprock Group
Idaho
$1.75M
STCG
380
Speece Thorson Capital Group
Minnesota
$1.74M
BCV
381
Banque Cantonale Vaudoise
Switzerland
$1.73M
ZIG
382
Zurich Insurance Group
Switzerland
$1.72M
II
383
Impact Investors
California
$1.72M
SIA
384
Strategic Investment Advisors
Michigan
$1.72M
QCM
385
QRG Capital Management
Illinois
$1.71M
AFG
386
Albion Financial Group
Utah
$1.71M
MSU
387
Mizuho Securities USA
New York
$1.69M
RBI
388
Raiffeisen Bank International
Austria
$1.64M
KIA
389
Knollwood Investment Advisory
Maryland
$1.64M
FAM
390
Formidable Asset Management
Ohio
$1.63M
MWM
391
Modern Wealth Management
Kansas
$1.62M
PAG
392
Private Advisor Group
New Jersey
$1.62M
TWC
393
TD Waterhouse Canada
Ontario, Canada
$1.61M
SF
394
Synovus Financial
Georgia
$1.57M
CIC
395
Chase Investment Counsel
Virginia
$1.56M
SCM
396
Schnieders Capital Management
California
$1.56M
Assenagon Asset Management
397
Assenagon Asset Management
Luxembourg
$1.5M
WAM
398
Weiss Asset Management
Massachusetts
$1.49M
QCG
399
Quadrant Capital Group
Ohio
$1.48M
CW
400
CreativeOne Wealth
Kansas
$1.46M