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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
YIH
526
Y-Intercept (HK)
Hong Kong
$700K -$119K -625 -15%
NGA
527
Naples Global Advisors
Florida
$699K -$31.3K -164 -4%
DILIC
528
Dai-ichi Life Insurance Company
Japan
$699K – – –
CTC
529
Central Trust Company
Missouri
$696K – – –
AC
530
Arjuna Capital
North Carolina
$685K -$2.25M -11,789 -77%
GI
531
GAMMA Investing
California
$685K +$93.1K +487 +16%
BBHC
532
Brown Brothers Harriman & Co
New York
$684K +$50.5K +264 +8%
ECM
533
Everence Capital Management
Indiana
$684K – – –
WDA
534
Wendell David Associates
New Hampshire
$684K – – –
CI Investments Inc
535
CI Investments Inc
Ontario, Canada
$683K -$4.78K -25 -0.7%
GWMR
536
GC Wealth Management RIA
Massachusetts
$676K +$661K +3,457 New
AWM
537
Absher Wealth Management
North Carolina
$667K -$17.4K -91 -3%
SWP
538
Sagespring Wealth Partners
Tennessee
$658K -$4.01K -21 -0.6%
BFA
539
Buttonwood Financial Advisors
Maryland
$656K -$9.75K -51 -1%
CPIG
540
Chicago Partners Investment Group
Illinois
$655K +$313K +1,640 +100%
DCM
541
DGS Capital Management
New Jersey
$653K -$19.3K -101 -3%
MSA
542
MUFG Securities Americas
New York
$648K +$113K +592 +22%
Squarepoint
543
Squarepoint
New York
$641K -$196K -1,025 -24%
Nomura Holdings
544
Nomura Holdings
Japan
$633K +$619K +3,239 New
WI
545
Wahed Invest
New York
$633K +$3.44K +18 +0.6%
CI
546
CX Institutional
Indiana
$625K +$612K +3,200 New
SMA
547
Seven Mile Advisory
New Jersey
$624K +$83.9K +439 +16%
CCA
548
Checchi Capital Advisers
California
$616K -$11.7K -61 -2%
CCIA
549
Campbell & Co Investment Adviser
Maryland
$612K +$34.6K +181 +6%
KRSITF
550
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$609K -$37.8K -198 -6%
20 21
22
23 24

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.