We are live on ! Find out more
WSM icon

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
SB
751
Strategic Blueprint
Georgia
$220K +$215K +1,126 New
AG
752
Algert Global
California
$219K -$2.4M -12,539 -92%
MIA
753
MainStreet Investment Advisors
Illinois
$219K -$66.9K -350 -24%
PCMC
754
Paragon Capital Management (Colorado)
Colorado
$218K +$213K +1,114 New
MWM
755
MOKAN Wealth Management
Kansas
$217K +$213K +1,113 New
TA
756
TFB Advisors
Kansas
$217K -$82.9K -434 -28%
LP
757
LGL Partners
Pennsylvania
$216K – – –
CCM
758
Copeland Capital Management
Pennsylvania
$216K +$956 +5 +0.5%
HSA
759
HBK Sorce Advisory
Pennsylvania
$213K +$214K +1,120 New
VNA
760
Valley National Advisers
Pennsylvania
$212K -$6.12K -32 -3%
DWM
761
Diversify Wealth Management
Utah
$212K -$1.15K -6 -0.5%
KIM
762
Kestra Investment Management
Texas
$211K -$924K -4,835 -82%
CSA
763
Cottage Street Advisors
Massachusetts
$210K +$205K +1,072 New
CAG
764
Crestwood Advisors Group
Massachusetts
$209K +$205K +1,070 New
LIM
765
Leavell Investment Management
Alabama
$208K +$204K +1,066 New
SLC
766
Second Line Capital
Louisiana
$207K +$202K +1,057 New
SAM
767
Silvercrest Asset Management
New York
$205K +$201K +1,050 New
GXJ
768
Global X Japan
Japan
$204K +$196K +1,023 +5,384%
PS
769
Planned Solutions
California
$203K +$199K +1,040 New
PWA
770
Providence Wealth Advisors
Illinois
$202K – – –
A
771
AlphaQuest
New York
$200K -$45.5K -238 -19%
RCM
772
Richardson Capital Management
Wisconsin
$195K +$191K +1,000 New
LS
773
Livforsakringsbolaget Skandia
Sweden
$195K -$57.3K -300 -23%
IA
774
IFP Advisors
Florida
$189K -$102K -533 -36%
VEA
775
Virtus ETF Advisers
New York
$188K -$30.4K -159 -14%
29 30
31
32 33

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.