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
JFGIW
776
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$167K
AWM
777
Activest Wealth Management
Florida
$163K
CAL
778
Capital Advisors Ltd
Ohio
$160K
CT
779
Colonial Trust
South Carolina
$151K
AF
780
Allworth Financial
California
$146K
CFB
781
Cullen/Frost Bankers
Texas
$142K
SOW
782
State of Wyoming
Wyoming
$138K
DIP
783
DT Investment Partners
Pennsylvania
$136K
QC
784
Quent Capital
New York
$134K
OIAM
785
OFI Invest Asset Management
France
$132K
C
786
Covestor
United Kingdom
$130K
TFA
787
Transamerica Financial Advisors
Florida
$126K
AIM
788
Anchor Investment Management
South Carolina
$124K
HIA
789
Harbor Investment Advisory
Maryland
$120K
EWM
790
Evermay Wealth Management
Virginia
$117K
PMFA
791
Plante Moran Financial Advisors
Michigan
$116K
EWA
792
EverSource Wealth Advisors
Alabama
$112K
MHR
793
Matthew Hamilton Rosenberg
$110K
BLC
794
Brown, Lisle/Cummings
Rhode Island
$109K
DZ Bank
795
DZ Bank
Germany
$108K
OC
796
Oakworth Capital
Alabama
$104K
WA
797
Westfuller Advisors
New York
$101K
UB
798
UMB Bank
Missouri
$99.5K
LSA
799
Leonteq Securities AG
Switzerland
$94.6K
HWM
800
Hemington Wealth Management
Virginia
$94K