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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
FBT
676
First Bank & Trust
South Dakota
$309K +$18.7K +98 +7%
HFS
677
Hantz Financial Services
Michigan
$307K -$573 -3 -0.2%
RS
678
Robeco Schweiz
Switzerland
$302K +$24.8K +130 +9%
SW
679
SkyOak Wealth
Michigan
$297K +$25.4K +133 +10%
PK
680
Pflug Koory
Nebraska
$296K -$3.82K -20 -1%
CAM
681
Covenant Asset Management
New Jersey
$294K – – –
QFA
682
Quantum Financial Advisors
California
$294K – – –
FIB
683
First Interstate Bank
Montana
$293K – – –
CWM
684
Cahaba Wealth Management
Georgia
$292K – – –
BC
685
Bridgefront Capital
Texas
$291K +$285K +1,490 New
UCFA
686
United Capital Financial Advisors
Texas
$290K -$1.34K -7 -0.5%
C
687
Certuity
Florida
$287K +$281K +1,470 New
PFM
688
Patton Fund Management
Texas
$285K – – –
LTAS
689
Linden Thomas Advisory Services
North Carolina
$284K -$3.06K -16 -1%
CAM
690
Clark Asset Management
New Hampshire
$282K – – –
FWTB
691
First Western Trust Bank
Colorado
$282K – – –
PB
692
Pinnacle Bancorp
Nebraska
$281K – – –
SCM
693
Sheridan Capital Management
California
$276K -$191 -1 -0.1%
TAM
694
Trust Asset Management
Texas
$275K – – –
PGF
695
Plan Group Financial
Oklahoma
$274K -$4.4K -23 -2%
KCM
696
Kathmere Capital Management
Pennsylvania
$274K +$268K +1,400 New
CAM
697
Claret Asset Management
Quebec, Canada
$273K -$3.82K -20 -1%
EFG
698
Ehrlich Financial Group
California
$273K – – –
SAI
699
Savvy Advisors Inc
New York
$270K -$10.5K -55 -4%
BA
700
Bridgewater Advisors
New York
$268K +$20.6K +108 +8%
26 27
28
29 30

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.