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
SAM
851
Strive Asset Management
Ohio
$19.2K
AUB
852
Atlantic Union Bankshares
Virginia
$18.9K
PWMG
853
Private Wealth Management Group
New Jersey
$17.6K
CA
854
CoreCap Advisors
Michigan
$17.2K
MA
855
MCF Advisors
Kentucky
$16.4K
WIM
856
Westside Investment Management
California
$16.4K
T
857
Tidemark
California
$16.4K
GKIM
858
GW&K Investment Management
Massachusetts
$16K
SC
859
SouthState Corp
Florida
$15.4K
FFO
860
Fortitude Family Office
Arizona
$15.2K
FMII
861
Farmers & Merchants Investments Inc
Nebraska
$15.2K
CIM
862
Contravisory Investment Management
Massachusetts
$15.2K
W
863
WealthCollab
Washington
$14.5K
SGK
864
Steigerwald Gordon & Koch
Virginia
$14.5K
BDPWM
865
Barnes Dennig Private Wealth Management
Ohio
$13.9K
MAM
866
Meeder Asset Management
Ohio
$13.7K
AA
867
Ancora Advisors
Ohio
$13.7K
GWSG
868
GPS Wealth Strategies Group
Colorado
$13.5K
AWM
869
Abound Wealth Management
Tennessee
$13K
TPCW
870
TD Private Client Wealth
New York
$12.1K
KFI
871
Key Financial Inc
Pennsylvania
$12.1K
FMP
872
Financial Management Professionals
Texas
$11.7K
SL
873
Salomon & Ludwin
Virginia
$11.6K
CPG
874
Cornerstone Planning Group
New Jersey
$11K
IUHSA
875
Itau Unibanco Holding S.A.
Brazil
$10.8K