WSM icon

Williams-Sonoma

922 hedge funds and large institutions have $21.9B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 295 increasing their positions, 371 reducing their positions, and 70 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: 295 | Existing positions reduced: 371

32% less call options, than puts

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

Holders
922
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
RIL
876
Rothschild Investment LLC
Illinois
$6.06K
AW
877
Avion Wealth
Texas
$6K
HNB
878
Hilltop National Bank
Wyoming
$5.86K
DF
879
Dunhill Financial
United Kingdom
$5.71K
EWP
880
Elevation Wealth Partners
California
$5.67K
WB
881
Webster Bank
Connecticut
$5.47K
HHMI
882
Howard Hughes Medical Institute
Maryland
$5.08K
AA
883
Addison Advisors
Vermont
$4.5K
AS
884
Altshuler Shaham
Israel
$4.3K
TFA
885
Toth Financial Advisory
Virginia
$3.91K
BGAI
886
Bruce G. Allen Investments
Colorado
$3.91K
OA
887
Operose Advisors
Wisconsin
$3.91K
RWS
888
Retirement Wealth Solutions
Wisconsin
$3.91K
RWM
889
Rialto Wealth Management
New York
$3.52K
QWM
890
Quaker Wealth Management
New Jersey
$3.13K
RS
891
Rakuten Securities
Japan
$3.13K
T. Rowe Price Investment Management
892
T. Rowe Price Investment Management
Maryland
$3K
FLP
893
Financial Life Planners
Arizona
$2.54K
MAM
894
Marquette Asset Management
Minnesota
$2.54K
HWA
895
Heartwood Wealth Advisors
Virginia
$2.35K
WCM
896
Winthrop Capital Management
Indiana
$2K
PCFFS
897
Pacific Center for Financial Services
California
$2K
CFS
898
CGC Financial Services
Oregon
$1.96K
PWA
899
Physician Wealth Advisors
Utah
$1.96K
BHWM
900
Bay Harbor Wealth Management
Maryland
$1.76K