WSM icon

Williams-Sonoma

938 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 375 reducing their positions, and 71 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: 301 | Existing positions reduced: 375

32% less call options, than puts

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

Holders
938
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 -$425M
2 -$89.8M
3 -$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
SWM
701
Spire Wealth Management
Virginia
$268K
GRP
702
Global Retirement Partners
California
$264K
MIM
703
Moseley Investment Management
Florida
$263K
Bessemer Group
704
Bessemer Group
New Jersey
$263K
KWA
705
Kingswood Wealth Advisors
California
$262K
WAP
706
Wealthcare Advisory Partners
Pennsylvania
$262K
HI
707
Harbour Investments
Wisconsin
$259K
3IP
708
3Chopt Investment Partners
Virginia
$259K
EI
709
EDMP Inc
Florida
$258K
RF
710
Rossby Financial
Florida
$258K
PA
711
Pinnacle Associates
New York
$257K
SEIA
712
Signature Estate & Investment Advisors
California
$257K
OL
713
Optas LLC
Texas
$256K
BMCM
714
Bryn Mawr Capital Management
Pennsylvania
$256K
MK
715
MASTERINVEST Kapitalanlage
$255K
BPWM
716
Badgley Phelps Wealth Managers
Washington
$255K
MG
717
Marex Group
$255K
EH
718
Equitable Holdings
New York
$255K
IC
719
IEQ Capital
California
$255K
TCBWMS
720
Texas Capital Bank Wealth Management Services
Texas
$254K
VFA
721
Valeo Financial Advisors
Indiana
$253K
SWP
722
Stratos Wealth Partners
Ohio
$253K
FWCM
723
Ferguson Wellman Capital Management
Oregon
$251K
IB
724
Intrust Bank
Kansas
$250K
MA
725
Mutual Advisors
Nebraska
$249K