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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
GPWM
601
Grant Private Wealth Management
California
$452K +$442K +2,312 New
MWM
602
Manske Wealth Management
Texas
$450K – – –
PGAM
603
Princeton Global Asset Management
New Jersey
$450K – – –
AG
604
Ascent Group
Virginia
$444K +$35.5K +186 +9%
ACA
605
Aptus Capital Advisors
Alabama
$443K +$7.64K +40 +2%
DFCM
606
Dark Forest Capital Management
Puerto Rico
$438K +$428K +2,242 New
PCP
607
Proficio Capital Partners
Massachusetts
$434K -$117K -611 -22%
R
608
Rebalance
California
$426K – – –
CFO
609
Callan Family Office
Pennsylvania
$426K +$24.5K +128 +6%
GM
610
GeoWealth Management
Illinois
$425K +$21.8K +114 +6%
PCIA
611
Prime Capital Investment Advisors
Kansas
$425K -$10.3K -54 -2%
KB
612
Kimelman & Baird
New York
$419K – – –
SAM
613
Smartleaf Asset Management
Massachusetts
$413K +$177K +925 +76%
CP
614
Canopy Partners
Ohio
$411K +$29.6K +155 +8%
TC
615
TownSquare Capital
Utah
$408K -$74.2K -388 -16%
CWS
616
Confluence Wealth Services
Pennsylvania
$408K – – –
KPWS
617
Kestra Private Wealth Services
Texas
$404K +$573 +3 +0.1%
WTC
618
WhitTier Trust Company
Nevada
$404K +$89.1K +466 +30%
QCM
619
Qsemble Capital Management
New York
$403K +$394K +2,064 New
BBA
620
Baader Bank Aktiengesellschaft
Germany
$402K +$399K +2,086 New
DS
621
DRW Securities
Illinois
$402K +$399K +2,086 New
FFP
622
FourThought Financial Partners
Florida
$400K +$93.3K +488 +31%
PA
623
Profund Advisors
Maryland
$399K -$50.3K -263 -11%
Luther King Capital Management (LKCM)
624
Luther King Capital Management (LKCM)
Texas
$399K -$21K -110 -5%
WA
625
Whipplewood Advisors
Colorado
$391K -$3.82K -20 -1%
23 24
25
26 27

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.