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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
DCP
126
Distillate Capital Partners
Illinois
$14.7M -$197K -1,033 -1%
New York State Common Retirement Fund
127
New York State Common Retirement Fund
New York
$14.7M -$820K -4,289 -5%
MPM
128
Meritage Portfolio Management
Kansas
$14.7M -$3.85M -20,136 -21%
Manulife (Manufacturers Life Insurance)
129
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.5M -$131K -683 -0.9%
ISL
130
Ingalls & Snyder LLC
New York
$14M +$52.2K +273 +0.4%
Prudential Financial
131
Prudential Financial
New Jersey
$13.9M -$1.73M -9,064 -11%
Hudson Bay Capital Management
132
Hudson Bay Capital Management
Connecticut
$13.7M +$1.55M +8,096 +13%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$13.4M +$612K +3,200 +5%
SLAM
134
Swiss Life Asset Management
$13.4M +$3.5M +18,316 +37%
KK
135
KLP Kapitalforvaltning
Norway
$13.2M -$4.07M -21,300 -24%
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$12.3M -$423K -2,214 -3%
ECM
137
ExodusPoint Capital Management
New York
$12M +$3.93M +20,585 +51%
SEI Investments
138
SEI Investments
Pennsylvania
$11.9M -$949K -4,967 -8%
US Bancorp
139
US Bancorp
Minnesota
$11.8M -$51.2K -268 -0.4%
CSP
140
Cary Street Partners
Virginia
$11M -$82.4K -431 -0.8%
SFA
141
Sequoia Financial Advisors
Ohio
$11M +$769K +4,025 +8%
GWI
142
Grace & White Inc
New York
$10.8M -$28.7K -150 -0.3%
Royal London Asset Management
143
Royal London Asset Management
United Kingdom
$10.7M +$2.43M +12,721 +30%
Fisher Asset Management
144
Fisher Asset Management
Washington
$10.6M -$348K -1,820 -3%
SAM
145
Storebrand Asset Management
Norway
$10.6M -$221K -1,154 -2%
Asset Management One
146
Asset Management One
Japan
$10.5M -$7.07K -37 -0.1%
HRCM
147
Hood River Capital Management
Florida
$10.4M +$543K +2,843 +6%
CMP
148
Coston McIsaac & Partners
Maine
$10.3M -$242K -1,266 -2%
Adage Capital Partners
149
Adage Capital Partners
Massachusetts
$10.2M -$39.9M -208,600 -80%
Cerity Partners
150
Cerity Partners
New York
$9.99M -$3.33M -17,431 -25%
4 5
6
7 8

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.