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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
CBTWT
701
Community Bank & Trust (Waco, Texas)
Texas
$268K – – –
SWM
702
Spire Wealth Management
Virginia
$268K +$103K +541 +65%
GRP
703
Global Retirement Partners
California
$264K -$22.2K -116 -8%
MIM
704
Moseley Investment Management
Florida
$263K -$5.92K -31 -2%
Bessemer Group
705
Bessemer Group
New Jersey
$263K +$33.8K +177 +15%
KWA
706
Kingswood Wealth Advisors
California
$262K -$18.7K -98 -7%
WAP
707
Wealthcare Advisory Partners
Pennsylvania
$262K -$382 -2 -0.1%
HI
708
Harbour Investments
Wisconsin
$259K -$8.79K -46 -3%
3IP
709
3Chopt Investment Partners
Virginia
$259K -$170K -892 -40%
EI
710
EDMP Inc
Florida
$258K – – –
RF
711
Rossby Financial
Florida
$258K -$14K -73 -5%
PA
712
Pinnacle Associates
New York
$257K +$2.68K +14 +1%
SEIA
713
Signature Estate & Investment Advisors
California
$257K +$191 +1 +0.1%
OL
714
Optas LLC
Texas
$256K +$8.6K +45 +4%
BMCM
715
Bryn Mawr Capital Management
Pennsylvania
$256K +$250K +1,310 New
MK
716
MASTERINVEST Kapitalanlage
$255K +$250K +1,307 New
BPWM
717
Badgley Phelps Wealth Managers
Washington
$255K – – –
EH
718
Equitable Holdings
New York
$255K +$249K +1,303 New
MG
719
Marex Group
$255K +$249K +1,303 New
IC
720
IEQ Capital
California
$255K -$414K -2,166 -62%
TCBWMS
721
Texas Capital Bank Wealth Management Services
Texas
$254K +$249K +1,302 New
VFA
722
Valeo Financial Advisors
Indiana
$253K +$248K +1,296 New
SWP
723
Stratos Wealth Partners
Ohio
$253K +$11.7K +61 +5%
FWCM
724
Ferguson Wellman Capital Management
Oregon
$251K – – –
IB
725
Intrust Bank
Kansas
$250K -$4.21K -22 -2%
27 28
29
30 31

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.