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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
MEAC
651
M.E. Allison & Co
Texas
$363K -$76.4K -400 -18%
GWM
652
Geneos Wealth Management
Colorado
$358K -$19.5K -102 -5%
CFG
653
Citizens Financial Group
Rhode Island
$357K +$34K +178 +11%
MPWT
654
MassMutual Private Wealth & Trust
Connecticut
$356K -$63.6K -333 -15%
MC
655
Machina Capital
France
$356K +$348K +1,820 New
FC
656
Farringdon Capital
United Kingdom
$355K +$347K +1,814 New
GCM
657
Gallacher Capital Management
Colorado
$354K -$813K -4,255 -70%
TIA
658
Tiemann Investment Advisors
California
$354K – – –
PWM
659
Paulson Wealth Management
Illinois
$352K – – –
CAG
660
Csenge Advisory Group
Florida
$350K -$229K -1,198 -40%
Northwestern Mutual Wealth Management
661
Northwestern Mutual Wealth Management
Wisconsin
$341K +$75.7K +396 +29%
TIAA Trust, National Association
662
TIAA Trust, National Association
North Carolina
$339K -$18.3K -96 -5%
PA
663
Procyon Advisors
Connecticut
$338K +$64K +335 +24%
RFC
664
Regions Financial Corp
Alabama
$335K -$26.8K -140 -8%
FFM
665
Forum Financial Management
Illinois
$335K -$27.5K -144 -8%
PAM
666
Paradigm Asset Management
New York
$332K – – –
SFI
667
Siemens Fonds Invest
Germany
$331K – – –
TE
668
Tema ETFs
New York
$326K +$319K +1,667 New
IPAM
669
Investment Partners Asset Management
New Jersey
$325K -$12.4K -65 -4%
QIM
670
Quantitative Investment Management
Virginia
$324K -$118K -617 -27%
DADC
671
D.A. Davidson & Co
Montana
$321K -$66.9K -350 -18%
AFG
672
Atomi Financial Group
New York
$320K +$8.41K +44 +3%
BCG
673
BayBridge Capital Group
California
$313K – – –
HAG
674
HighPoint Advisor Group
Illinois
$310K +$18.3K +96 +6%
CCG
675
Catalina Capital Group
California
$310K – – –
25 26
27
28 29

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.