WSM icon

Williams-Sonoma

926 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, 298 increasing their positions, 372 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: 298 | Existing positions reduced: 372

32% less call options, than puts

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

Holders
926
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
R
601
Rebalance
California
$426K
CFO
602
Callan Family Office
Pennsylvania
$426K
GM
603
GeoWealth Management
Illinois
$425K
PCIA
604
Prime Capital Investment Advisors
Kansas
$425K
KB
605
Kimelman & Baird
New York
$419K
SAM
606
Smartleaf Asset Management
Massachusetts
$413K
CP
607
Canopy Partners
Ohio
$411K
TC
608
TownSquare Capital
Utah
$408K
CWS
609
Confluence Wealth Services
Pennsylvania
$408K
KPWS
610
Kestra Private Wealth Services
Texas
$404K
WTC
611
WhitTier Trust Company
Nevada
$404K
QCM
612
Qsemble Capital Management
New York
$403K
BBA
613
Baader Bank Aktiengesellschaft
Germany
$402K
DS
614
DRW Securities
Illinois
$402K
FFP
615
FourThought Financial Partners
Florida
$400K
PA
616
Profund Advisors
Maryland
$399K
Luther King Capital Management (LKCM)
617
Luther King Capital Management (LKCM)
Texas
$399K
WA
618
Whipplewood Advisors
Colorado
$391K
RC
619
RBF Capital
California
$391K
ITIM
620
Indiana Trust & Investment Management
Indiana
$391K
GWP
621
Gateway Wealth Partners
Wisconsin
$391K
T
622
Tableaux
Massachusetts
$391K
SI
623
Saxon Interests
Texas
$389K
SPC
624
Sigma Planning Corp
Michigan
$388K
BWM
625
BAM Wealth Management
Colorado
$387K