We are live on ! Find out more
WSM icon

Williams-Sonoma

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: 916940 (+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: 1716 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.05B +$1.28M +6,703 +0%
BlackRock
2
BlackRock
New York
$2.29B -$70.7M -370,046 -3%
Aristotle Capital Management
3
Aristotle Capital Management
California
$1.79B -$1.79M -9,375 -0.1%
BC
4
Blackhill Capital
New Jersey
$1.51B -$4.59M -24,000 -0.3%
State Street
5
State Street
Massachusetts
$1.2B +$28.2M +147,780 +2%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$770M +$389M +2,037,674 +107%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$692M +$4.53M +23,715 +0.7%
First Trust Advisors
8
First Trust Advisors
Illinois
$444M +$102M +532,995 +31%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$365M -$22.5M -117,827 -6%
UBS AM
10
UBS AM
Illinois
$350M -$30.5M -159,669 -8%
Northern Trust
11
Northern Trust
Illinois
$341M -$5.75M -30,083 -2%
Invesco
12
Invesco
Georgia
$308M -$31.9M -167,081 -10%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$286M -$214K -1,119 -0.1%
Boston Partners
14
Boston Partners
Massachusetts
$255M +$249M +1,304,657 New
JP Morgan Chase
15
JP Morgan Chase
New York
$239M -$6.8M -35,600 -3%
Morgan Stanley
16
Morgan Stanley
New York
$221M -$67.5M -353,323 -24%
UBS Group
17
UBS Group
Switzerland
$214M +$50.3M +263,027 +32%
N
18
Nuveen
North Carolina
$199M +$88.9M +465,353 +84%
LGP
19
Leonard Green & Partners
California
$195M -$425M -2,224,030 -69%
Principal Financial Group
20
Principal Financial Group
Iowa
$195M +$44.2M +231,489 +30%
Goldman Sachs
21
Goldman Sachs
New York
$184M +$63.7M +333,052 +55%
Nordea Investment Management
22
Nordea Investment Management
Sweden
$171M +$12.8M +66,855 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$169M -$5.37M -28,114 -3%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$168M +$107M +558,311 +184%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$166M +$5.42M +28,346 +3%