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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
CG
501
Curat Global
New Hampshire
$791K -$191K -1,000 -20%
BEW
502
Burton Enright Welch
California
$790K +$382 +2 +0%
BA
503
Bridgewater Associates
Connecticut
$789K +$772K +4,039 New
NAMP
504
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$782K – – –
AAP
505
Arax Advisory Partners
Colorado
$780K +$689K +3,604 +931%
RCA
506
Resonant Capital Advisors
Wisconsin
$769K -$3.63K -19 -0.5%
BC
507
Burney Company
Virginia
$767K – – –
NMIMC
508
Northwestern Mutual Investment Management Company
Wisconsin
$766K -$573 -3 -0.1%
GC
509
Guggenheim Capital
Illinois
$752K -$57.9K -303 -7%
MFAM
510
Motley Fool Asset Management
Virginia
$751K +$135K +705 +22%
KeyBank National Association
511
KeyBank National Association
Ohio
$747K -$104K -544 -12%
FFA
512
Farther Finance Advisors
California
$744K -$20.1K -105 -3%
CFAM
513
Center For Asset Management
Florida
$744K -$2.48K -13 -0.3%
ANTB
514
AMG National Trust Bank
Colorado
$743K – – –
EWM
515
Empirical Wealth Management
Washington
$739K -$49.3K -258 -6%
EF
516
Empirical Finance
Pennsylvania
$736K +$13K +68 +2%
BCM
517
Brookstone Capital Management
Illinois
$735K +$718K +3,758 New
Carson Wealth (CWM LLC)
518
Carson Wealth (CWM LLC)
Nebraska
$733K +$84.9K +444 +13%
SC
519
Syon Capital
California
$721K +$105K +548 +17%
DW30
520
Drucker Wealth 3.0
New Jersey
$719K +$703K +3,677 New
Group One Trading
521
Group One Trading
Illinois
$717K -$131K -687 -16%
AWM
522
Aries Wealth Management
Maine
$715K – – –
VDI
523
Vaughan David Investments
Illinois
$704K – – –
BAAM
524
Baker Avenue Asset Management
California
$703K +$105K +550 +18%
EAM
525
Empirical Asset Management
Massachusetts
$703K -$11.5K -60 -2%
19 20
21
22 23

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.