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Williams-Sonoma
WSM

940 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 112 funds opening new positions, 301 increasing their positions, 376 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 72

18% more capital invested

Capital invested by funds: $18.7B → $22B (+$3.28B)

3% more funds holding

Funds holding: 916 → 940 (+24)

0.65% less ownership

Funds ownership: 92.91% → 92.26% (-0.65%)

6% less funds holding in top 10

Funds holding in top 10: 17 → 16 (-1)

20% less repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
940
Holders Change
+24
Holders Change %
+2.62%
% of All Funds
12.34%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.21%
New
112
Increased
301
Reduced
376
Closed
72
Calls
$140M
Puts
$205M
Net Calls
-$65M
Net Calls Change
-$52.1M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$389M
2
Boston Partners
Boston Partners
Massachusetts
+$249M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$107M
4
First Trust Advisors
First Trust Advisors
Illinois
+$102M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$89.2M

Top Sellers

1
LGP
Leonard Green & Partners
California
-$425M
2
Amundi
Amundi
France
-$89.8M
3
Pacer Advisors
Pacer Advisors
Pennsylvania
-$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
LCM
976
Laurion Capital Management
New York
– -$411K -2,518 Closed
VI
977
Versor Investments
New York
– -$397K -2,432 Closed
SSA
978
Schonfeld Strategic Advisors
New York
– -$395K -2,415 Closed
CGL
979
Clarius Group LLC
Washington
– -$341K -2,089 Closed
PA
980
PharVision Advisers
Florida
– -$286K -1,749 Closed
MF
981
Magnetar Financial
Illinois
– -$275K -1,681 Closed
PFGIA
982
Patriot Financial Group Insurance Agency
Massachusetts
– -$251K -1,536 Closed
MPM
983
MBB Public Markets
Illinois
– -$251K -1,534 Closed
DO
984
denkapparat Operations
Germany
– -$237K -1,448 Closed
BWG
985
Berry Wealth Group
Texas
– -$230K -1,410 Closed
BAM
986
Belpointe Asset Management
Nevada
– -$213K -1,301 Closed
SFO
987
Stenger Family Office
Illinois
– -$200K -1,051 Closed
PMAM
988
Picton Mahoney Asset Management
Ontario, Canada
– -$165K -1,007 Closed
RI
989
Ridgewood Investments
New Jersey
– -$131K -800 Closed
BIG
990
Brooklyn Investment Group
New York
– -$119K -727 Closed
QL
991
Quarry LP
New York
– -$94.4K -578 Closed
VT
992
Volterra Technologies
New York
– -$36.3K -222 Closed
SWA
993
SOA Wealth Advisors
New York
– -$34.5K -211 Closed
MPW
994
MASECO Private Wealth
– -$25.9K -158 Closed
OWA
995
Opal Wealth Advisors
New York
– -$25K -153 Closed
AWM
996
Atticus Wealth Management
Florida
– -$20.4K -125 Closed
MCI
997
MRP Capital Investments
Georgia
– -$16.3K -100 Closed
HCA
998
Harbor Capital Advisors
Illinois
– -$13K -82 Closed
NC
999
NewSquare Capital
Pennsylvania
– -$9.97K -61 Closed
TPWA
1000
Twin Peaks Wealth Advisors
California
– -$9.94K -48 Closed
37 38 39
40
41

WSM Hedge Fund Activity: Q3 2025 in Review

940 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Williams-Sonoma (WSM) for Q3 2025, worth a combined $22B — up 18% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new WSM positions and 72 closed out — a net gain of 40 holders — while 301 added to existing stakes and 376 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $389M. The largest seller was Leonard Green & Partners, cutting an estimated $425M.

  • 940 institutional investors held Williams-Sonoma (WSM) as of Q3 2025, up from 916 in Q2 2025.
  • Funds reported $22B of Williams-Sonoma stock for Q3 2025, up 18% quarter-over-quarter.
  • 112 funds opened new Williams-Sonoma positions in Q3 2025 and 72 closed out, a net change of +40 holders.
  • The largest Williams-Sonoma buyer in Q3 2025 was Fidelity Investments, an estimated $389M added.
  • The largest Williams-Sonoma seller in Q3 2025 was Leonard Green & Partners, an estimated $425M sold.

Based on aggregated 13F filings for Q3 2025.