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
BCWM
826
Bartlett & Co Wealth Management
Ohio
$39.3K
HPC
827
HM Payson & Co
Maine
$39.1K
SN
828
Sittner & Nelson
Oregon
$39.1K
CAM
829
Costello Asset Management
Pennsylvania
$39.1K
CYG
830
Clean Yield Group
Vermont
$37.5K
KA
831
Kozak & Associates
Colorado
$36.5K
VWWMG
832
Vermillion & White Wealth Management Group
Pennsylvania
$35.2K
ST
833
Smithfield Trust
Pennsylvania
$31K
FRA
834
Front Row Advisors
California
$29.3K
RTL
835
Red Tortoise LLC
Georgia
$28.1K
TWD
836
True Wealth Design
Ohio
$28.1K
GLF
837
Groupe la Francaise
France
$26.8K
UOTTAIMCU
838
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$25.6K
EA
839
Evolution Advisers
Virginia
$25K
FDCP
840
Foster Dykema Cabot & Partners
Massachusetts
$23.8K
PSFG
841
Park Square Financial Group
Georgia
$21.5K
GSWM
842
Golden State Wealth Management
California
$21.5K
TFIPS
843
Towarzystwo Funduszy Inwestycyjnych PZU SA
$21.5K
AP
844
Atwood & Palmer
Missouri
$21.1K
MCM
845
Manchester Capital Management
Vermont
$21.1K
JWA
846
JFS Wealth Advisors
Pennsylvania
$20.1K
CFO
847
CVA Family Office
Colorado
$19.7K
CNBTD
848
Citizens National Bank Trust Department
Mississippi
$19.5K
SAM
849
Strive Asset Management
Ohio
$19.2K
AUB
850
Atlantic Union Bankshares
Virginia
$18.9K