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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
GWP
626
Gateway Wealth Partners
Wisconsin
$391K – – –
ITIM
627
Indiana Trust & Investment Management
Indiana
$391K – – –
RC
628
RBF Capital
California
$391K – – –
T
629
Tableaux
Massachusetts
$391K +$382K +2,000 New
SI
630
Saxon Interests
Texas
$389K -$65.6K -343 -14%
SPC
631
Sigma Planning Corp
Michigan
$388K +$956 +5 +0.3%
BWM
632
BAM Wealth Management
Colorado
$387K +$379K +1,982 New
SC
633
Sapient Capital
Indiana
$387K -$764 -4 -0.2%
KA
634
Klingman & Associates
New York
$386K +$1.72K +9 +0.5%
SAM
635
Smithbridge Asset Management
Pennsylvania
$386K -$3.82K -20 -1%
VCM
636
Versant Capital Management
Arizona
$378K +$11.8K +62 +3%
CDDEC
637
Caisse Des Depots Et Consignations
France
$377K -$1.08M -5,657 -75%
AMM
638
American Money Management
California
$376K -$6.5K -34 -2%
NP
639
NorthRock Partners
Minnesota
$375K +$4.4K +23 +1%
APG
640
Abacus Planning Group
South Carolina
$375K – – –
VCM
641
Voleon Capital Management
California
$375K +$366K +1,917 New
SA
642
Sovran Advisors
California
$372K -$152K -794 -30%
PT
643
Plimoth Trust
Massachusetts
$371K -$50.6K -265 -12%
First Manhattan
644
First Manhattan
New York
$371K +$363K +1,900 New
PWAM
645
Private Wealth Asset Management
Iowa
$369K -$14.3K -75 -4%
APA
646
Astoria Portfolio Advisors
New York
$369K -$188K -983 -34%
JTF
647
J. Team Financial
Texas
$367K +$359K +1,879 New
KCP
648
Kera Capital Partners
California
$367K +$12.4K +65 +4%
HNW
649
High Note Wealth
Minnesota
$366K -$191 -1 -0.1%
WIA
650
World Investment Advisors
California
$365K +$3.63K +19 +1%
24 25
26
27 28

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.