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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
MA
726
Mutual Advisors
Nebraska
$249K +$6.88K +36 +3%
CIG
727
Cullen Investment Group
Louisiana
$249K +$573 +3 +0.2%
FC
728
FORA Capital
Florida
$248K -$1.13M -5,937 -82%
TW
729
Trajan Wealth
Arizona
$247K -$39.6K -207 -14%
BTI
730
Blue Trust Inc
Georgia
$245K -$5.73K -30 -2%
CKAIS
731
Christensen King & Associates Investment Services
Washington
$242K – – –
TRCT
732
Tower Research Capital (TRC)
New York
$241K +$37.1K +194 +19%
DT
733
Diversified Trust
Tennessee
$241K -$399K -2,088 -63%
EWM
734
Evercore Wealth Management
New York
$240K -$4.97K -26 -2%
PWP
735
Phillips Wealth Planners
Mississippi
$239K +$2.29K +12 +1%
MWM
736
Maridea Wealth Management
New York
$238K -$281K -1,471 -54%
BB
737
Berkshire Bank
Massachusetts
$235K +$229K +1,200 New
FSA
738
Fort Sheridan Advisors
Illinois
$235K +$229K +1,200 New
ST
739
Spinnaker Trust
Maine
$235K +$229K +1,200 New
MCC
740
Money Concepts Capital
Florida
$234K +$229K +1,199 New
AWM
741
Apollon Wealth Management
South Carolina
$233K +$228K +1,191 New
MA
742
MONECO Advisors
Connecticut
$231K +$226K +1,182 New
HNB
743
Huntington National Bank
Ohio
$227K +$20.3K +106 +10%
WT
744
Whittier Trust
California
$226K +$18K +94 +9%
CI
745
Cigna Investments
Connecticut
$225K +$221K +1,154 New
GAG
746
Goodman Advisory Group
Massachusetts
$224K -$58.1K -304 -21%
CCM
747
Consolidated Capital Management
California
$223K +$218K +1,140 New
JSW
748
Journey Strategic Wealth
New Jersey
$223K -$18.3K -96 -8%
OAM
749
Ostrum Asset Management
France
$222K -$6.88K -36 -3%
FFN
750
Focus Financial Network
Minnesota
$220K +$215K +1,126 New
28 29
30
31 32

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.