WSM icon

Williams-Sonoma

930 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 298 increasing their positions, 374 reducing their positions, and 72 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: 298 | Existing positions reduced: 374

32% less call options, than puts

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

Holders
930
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 -$435M
2 -$92.1M
3 -$89.4M
4
BlackRock
BlackRock
New York
-$72.3M
5
Morgan Stanley
Morgan Stanley
New York
-$69.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WIM
851
Westside Investment Management
California
$16.4K
T
852
Tidemark
California
$16.4K
GKIM
853
GW&K Investment Management
Massachusetts
$16K
SC
854
SouthState Corp
Florida
$15.4K
FMII
855
Farmers & Merchants Investments Inc
Nebraska
$15.2K
FFO
856
Fortitude Family Office
Arizona
$15.2K
CIM
857
Contravisory Investment Management
Massachusetts
$15.2K
W
858
WealthCollab
Washington
$14.5K
SGK
859
Steigerwald Gordon & Koch
Virginia
$14.5K
BDPWM
860
Barnes Dennig Private Wealth Management
Ohio
$13.9K
MAM
861
Meeder Asset Management
Ohio
$13.7K
AA
862
Ancora Advisors
Ohio
$13.7K
GWSG
863
GPS Wealth Strategies Group
Colorado
$13.5K
AWM
864
Abound Wealth Management
Tennessee
$13K
TPCW
865
TD Private Client Wealth
New York
$12.1K
KFI
866
Key Financial Inc
Pennsylvania
$12.1K
FMP
867
Financial Management Professionals
Texas
$11.7K
SL
868
Salomon & Ludwin
Virginia
$11.6K
CPG
869
Cornerstone Planning Group
New Jersey
$11K
IUHSA
870
Itau Unibanco Holding S.A.
Brazil
$10.8K
VWA
871
Valued Wealth Advisors
Utah
$10.3K
SPF
872
South Plains Financial
Texas
$10.2K
S
873
Sachetta
Massachusetts
$9.97K
MEG
874
Millstone Evans Group
Colorado
$9.97K
MFT
875
Moisand Fitzgerald Tamayo
Florida
$8.99K