Williams-Sonoma
943 hedge funds and large institutions have $22B invested in Williams-Sonoma in 2025 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 302 increasing their positions, 376 reducing their positions, and 72 closing their positions.
57% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 72
3% more funds holding
Funds holding: 918 → 943 (+25)
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)
13% less capital inflows, than outflows
Capital inflows: $1.76B | Capital outflows: $2.03B
20% less repeat investments, than reductions
Existing positions increased: 302 | Existing positions reduced: 376
32% less call options, than puts
Call options by funds: $140M | Put options by funds: $205M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$389M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$249M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$107M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$102M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$89.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LGP
Leonard Green & Partners
Los Angeles,
California
|
-$425M |
| 2 |
Amundi
Paris,
France
|
-$89.8M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$87.4M |
| 4 |
BlackRock
New York
|
-$70.7M |
| 5 |
Morgan Stanley
New York
|
-$67.5M |
WSM Hedge Fund Activity: Q3 2025 in Review
943 of the 7,647 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: 113 funds opened new WSM positions and 72 closed out — a net gain of 41 holders — while 302 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.
- 943 institutional investors held Williams-Sonoma (WSM) as of Q3 2025, up from 918 in Q2 2025.
- Funds reported $22B of Williams-Sonoma stock for Q3 2025, up 18% quarter-over-quarter.
- 113 funds opened new Williams-Sonoma positions in Q3 2025 and 72 closed out, a net change of +41 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.