WSM icon

Williams-Sonoma

936 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, 300 increasing their positions, 376 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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
MWM
751
MOKAN Wealth Management
Kansas
$217K
TA
752
TFB Advisors
Kansas
$217K
LP
753
LGL Partners
Pennsylvania
$216K
CCM
754
Copeland Capital Management
Pennsylvania
$216K
HSA
755
HBK Sorce Advisory
Pennsylvania
$213K
VNA
756
Valley National Advisers
Pennsylvania
$212K
DWM
757
Diversify Wealth Management
Utah
$212K
KIM
758
Kestra Investment Management
Texas
$211K
SC
759
Savant Capital
Illinois
$210K
CSA
760
Cottage Street Advisors
Massachusetts
$210K
CAG
761
Crestwood Advisors Group
Massachusetts
$209K
LIM
762
Leavell Investment Management
Alabama
$208K
SLC
763
Second Line Capital
Louisiana
$207K
SAM
764
Silvercrest Asset Management
New York
$205K
GXJ
765
Global X Japan
Japan
$204K
PS
766
Planned Solutions
California
$203K
PWA
767
Providence Wealth Advisors
Illinois
$202K
A
768
AlphaQuest
New York
$200K
RCM
769
Richardson Capital Management
Wisconsin
$195K
LS
770
Livforsakringsbolaget Skandia
Sweden
$195K
IA
771
IFP Advisors
Florida
$189K
VEA
772
Virtus ETF Advisers
New York
$188K
ASN
773
Advisory Services Network
Georgia
$170K
JFGIW
774
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K
AWM
775
Activest Wealth Management
Florida
$163K