WSM icon

Williams-Sonoma

936 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, 300 increasing their positions, 376 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: 300 | Existing positions reduced: 376

32% less call options, than puts

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

Holders
936
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
Focus Partners Wealth
201
Focus Partners Wealth
Massachusetts
$6.2M
BPA
202
Beacon Pointe Advisors
California
$6.16M
MIM
203
MetLife Investment Management
New Jersey
$6.11M
CNB
204
Czech National Bank
Czech Republic
$6.11M
LFAS
205
Level Four Advisory Services
Texas
$6.1M
BBWA
206
Bell & Brown Wealth Advisors
California
$6.03M
BBVA
207
Banco Bilbao Vizcaya Argentaria
Spain
$5.83M
COPPSERS
208
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$5.77M
CA
209
CapWealth Advisors
Tennessee
$5.77M
VPIM
210
Vanguard Personalized Indexing Management
California
$5.73M
SOADOR
211
State of Alaska Department of Revenue
Alaska
$5.71M
TAM
212
Tabor Asset Management
New York
$5.59M
BFM
213
Boothbay Fund Management
New York
$5.56M
LAM
214
Lakewood Asset Management
Illinois
$5.52M
OBAM
215
ODDO BHF Asset Management
France
$5.52M
Susquehanna International Group
216
Susquehanna International Group
Pennsylvania
$5.49M
CP
217
Cumberland Partners
Ontario, Canada
$5.48M
Natixis Advisors
218
Natixis Advisors
Massachusetts
$5.44M
EMPI
219
Elo Mutual Pension Insurance
Finland
$5.38M
RWA
220
Roberts Wealth Advisors
California
$5.3M
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$5.23M
CIBC World Market
222
CIBC World Market
Ontario, Canada
$5.19M
Retirement Systems of Alabama
223
Retirement Systems of Alabama
Alabama
$5.13M
Lazard Asset Management
224
Lazard Asset Management
New York
$5.09M
Pacer Advisors
225
Pacer Advisors
Pennsylvania
$5.07M