WSM icon

Williams-Sonoma

938 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 375 reducing their positions, and 71 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: 301 | Existing positions reduced: 375

32% less call options, than puts

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

Holders
938
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 -$425M
2 -$89.8M
3 -$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
CPC
376
Consolidated Planning Corp
Georgia
$1.8M
GIA
377
Gladstone Institutional Advisory
Florida
$1.8M
Fifth Third Bancorp
378
Fifth Third Bancorp
Ohio
$1.8M
NCM
379
Novare Capital Management
North Carolina
$1.79M
PCM
380
Penserra Capital Management
California
$1.77M
AIP
381
Ameritas Investment Partners
Nebraska
$1.77M
CG
382
Caprock Group
Idaho
$1.75M
STCG
383
Speece Thorson Capital Group
Minnesota
$1.74M
BCV
384
Banque Cantonale Vaudoise
Switzerland
$1.73M
ZIG
385
Zurich Insurance Group
Switzerland
$1.72M
II
386
Impact Investors
California
$1.72M
SIA
387
Strategic Investment Advisors
Michigan
$1.72M
QCM
388
QRG Capital Management
Illinois
$1.71M
AFG
389
Albion Financial Group
Utah
$1.71M
MSU
390
Mizuho Securities USA
New York
$1.69M
RBI
391
Raiffeisen Bank International
Austria
$1.64M
KIA
392
Knollwood Investment Advisory
Maryland
$1.64M
FAM
393
Formidable Asset Management
Ohio
$1.63M
MWM
394
Modern Wealth Management
Kansas
$1.62M
PAG
395
Private Advisor Group
New Jersey
$1.62M
TWC
396
TD Waterhouse Canada
Ontario, Canada
$1.61M
SF
397
Synovus Financial
Georgia
$1.57M
CIC
398
Chase Investment Counsel
Virginia
$1.56M
SCM
399
Schnieders Capital Management
California
$1.56M
Assenagon Asset Management
400
Assenagon Asset Management
Luxembourg
$1.5M