Williams-Sonoma

WSM • NYSE

Williams-Sonoma is a specialty retail company in the consumer cyclical sector on NYSE, led by Laura J. Alber, with a market cap of $21.1B. As of Q3 2025, 92% of shares are held by 914 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.81%.

CEOLaura J. Alber

Market Cap$21.1B

Specialty Retail

Consumer Cyclical

Employees19.3K

Websitewilliams-sonomainc.com

Country

United States of America

Overview

Overview of institutional ownership in WSM as of Q3 2025 with a market cap of $23.8B

All Institutions

Institutions: 914
Value Held: $21.8B
Shares Held: 111.7M
Avg Position: $23.9M
Median Position: $982.1K

Hedge Funds

Hedge Funds: 48
Value Held: $654.3M
Shares Held: 3.3M
Avg Position: $13.6M
Median Position: $1.3M

Ownership Breakdown

Institutional (non-HF)

88.94%

$21.2B

Hedge Funds

2.75%

$654.3M

Retail & Other

8.31%

$2.0B

Based on market cap of $23.8B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in WSM as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.1B 0.05% of portfolio	12.81% 15.6M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$2.3B 0.04% of portfolio	9.63% 11.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
Aristotle Capital Management, LLC Long Only Manager	Christopher Arthur Fisher CCO	$1.8B 3.76% of portfolio	7.50% 9.1M shares	≤ Q2 2013 Held for 12y 5m+	$47.4B
BLACKHILL CAPITAL INC RIA/Wealth	Cary Michael Schwartz CEO	$1.5B 74.52% of portfolio	6.32% 7.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.0B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.2B 0.04% of portfolio	5.04% 6.1M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$769.6M 0.04% of portfolio	3.23% 3.9M shares	≤ Q2 2013 Held for 12y 5m+	$1.92T
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$692.1M 0.04% of portfolio	2.92% 3.6M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
FIRST TRUST ADVISORS LP ETF Provider	James Allen Bowen CEO	$443.6M 0.33% of portfolio	1.86% 2.3M shares	≤ Q2 2013 Held for 12y 5m+	$134.11B
D D. E. Shaw & Co., Inc. Institution	-	$365.4M 0.32% of portfolio	1.54% 1.9M shares	≤ Q2 2013 Held for 12y 5m+	$115.81B
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	James Poucher CEO	$349.6M 0.08% of portfolio	1.47% 1.8M shares	≤ Q2 2013 Held for 12y 5m+	$460.61B

Net Capital Flow

Institutional buying and selling activity for WSM in Q3 2025

Net Flow: −$418.9M
Buyers: 317
Sellers: 438
Total Bought: +$1.4B
Total Sold: −$1.9B
Avg Position: $24.1M

Biggest Buyers

Institution	Net Bought	Current Position
FMR LLC Institution	+$398.3M +2.0M shares	$769.6M 3.9M shares
ING INVESTMENT MANAGEMENT LLC Insurance Manager	+$108.9M +558.3K shares	$167.9M 861.2K shares
FIRST TRUST ADVISORS LP ETF Provider	+$104.2M +533.0K shares	$443.6M 2.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$91.2M +466.8K shares	$93.4M 478.1K shares
N Nuveen, LLC Institution	+$91.0M +465.4K shares	$198.8M 1.0M shares
VICTORY CAPITAL MANAGEMENT INC Long Only Manager	+$88.6M +453.2K shares	$117.4M 600.5K shares
GOLDMAN SACHS GROUP INC Institution	+$65.1M +333.1K shares	$184.0M 941.4K shares
UBS Group AG Institution	+$51.4M +263.0K shares	$213.9M 1.1M shares
PRINCIPAL FINANCIAL GROUP INC Institution	+$45.2M +231.5K shares	$194.9M 997.4K shares
H HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Institution	+$29.1M +149.0K shares	$30.1M 153.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
LEONARD GREEN PARTNERS LP Private Equity	−$434.7M −2.2M shares	$195.5M 1.0M shares
A Amundi Institution	−$92.1M −469.7K shares	$102.4M 522.5K shares
P Pacer Advisors, Inc. Institution	−$89.4M −457.3K shares	$5.1M 25.9K shares
B BlackRock, Inc. Institution	−$72.3M −370.0K shares	$2.3B 11.7M shares
MORGAN STANLEY RIA/Wealth	−$69.1M −353.3K shares	$220.8M 1.1M shares
A Andra AP-fonden Institution	−$66.4M −406.3K shares	Sold Off 0 shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$63.0M −322.4K shares	$150.2M 768.4K shares
Q Qube Research & Technologies Ltd Institution	−$52.3M −267.7K shares	$92.7M 474.4K shares
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC Fund of Funds	−$41.3M −211.4K shares	$116.1M 594.0K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	−$40.8M −208.6K shares	$10.2M 52.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited WSM in Q3 2025

New Positions: 47
New Value: $30.4M
Exited Positions: 68
Exited Value: $198.8M

New Positions

Institution	Position Value
S Sienna Gestion Institution	$8.5M 47.7K shares
Palumbo Wealth Management LLC RIA/Wealth	$4.6M 23.6K shares
S Swedbank AB Institution	$3.7M 18.7K shares
CHILTON INVESTMENT CO LLC Hedge Fund•Long/Short	$2.9M 14.8K shares
DF DENT & CO INC Long Only Manager	$1.4M 7.1K shares
P Polymer Capital Management LLC Hedge Fund•Multi-Strategy	$887.5K 4.5K shares
Q Qtron Investments LLC Hedge Fund•Quant	$818.9K 4.2K shares
Drucker Wealth 3.0, LLC RIA/Wealth	$718.6K 3.7K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$675.7K 3.5K shares
Optimize Financial Inc RIA/Wealth	$576.4K 2.9K shares

Exited Positions

Institution	Previous Position
A Andra AP-fonden Institution	$66.4M 406.3K shares
S SCOPUS ASSET MANAGEMENT, L.P. Hedge Fund•Long/Short	$32.6M 199.4K shares
K KETTLE HILL CAPITAL MANAGEMENT, LLC Hedge Fund•Long/Short	$18.3M 111.9K shares
A AXA Institution	$15.5M 94.7K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$13.2M 80.5K shares
J Jump Financial, LLC Institution	$5.5M 33.4K shares
Quantbot Technologies LLC Hedge Fund•Quant	$5.4M 33.1K shares
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$4.2M 26.0K shares
C CWA Asset Management Group, LLC RIA/Wealth	$3.6M 21.8K shares
T TrueMark Investments, LLC Institution	$2.6M 16.2K shares

Options Activity

Institutions with the largest Call and Put options positions in WSM as of Q3 2025

Call Positions: 18
Call Value: $121.3M
Put Positions: 22
Put Value: $182.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$48.6M 2.5K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$31.0M 1.6K contracts
W WOLVERINE TRADING, LLC Institution	$11.5M 599.0 contracts
J JANE STREET GROUP, LLC Institution	$11.2M 572.0 contracts
C Cubist Systematic Strategies, LLC Institution	$4.6M 234.0 contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$4.1M 211.0 contracts
Walleye Trading LLC RIA/Wealth	$3.7M 188.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.5M 130.0 contracts
Q Qube Research & Technologies Ltd Institution	$1.3M 68.0 contracts
P PEAK6 LLC Institution	$1.3M 65.0 contracts

Put Positions

Institution	Position Value
BARCLAYS PLC Institution	$65.4M 3.3K contracts
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$60.8M 3.1K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$26.1M 1.3K contracts
W WOLVERINE TRADING, LLC Institution	$13.1M 683.0 contracts
D D. E. Shaw & Co., Inc. Institution	$3.9M 200.0 contracts
J JANE STREET GROUP, LLC Institution	$3.8M 195.0 contracts
Walleye Trading LLC RIA/Wealth	$3.4M 176.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$1.7M 89.0 contracts
D DRW Securities, LLC Institution	$963.3K 50.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$918.6K 47.0 contracts

Most Committed Institutions

Institutions with WSM as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
BLACKHILL CAPITAL INC RIA/Wealth	Cary Michael Schwartz CEO	74.52% $1.5B	6.32% 7.7M shares	≤ Q2 2013 Held for 12y 5m+	$2.0B
R REIK & CO., LLC RIA/Wealth	Jr. William Reik Managing Partner	11.36% $41.4M	0.17% 211.9K shares	≤ Q2 2013 Held for 12y 5m+	$364.8M
LEONARD GREEN PARTNERS LP Private Equity	John Glenn Danhakl Managing Partner	7.44% $195.5M	0.82% 1.0M shares	Q3 2023 Held for 2y 2m	$2.6B
T THOMAS STORY & SON LLC Institution	-	5.66% $15.4M	0.06% 78.8K shares	Q3 2017 Held for 8y 2m	$272.0M
W WINMILL & CO. INC Institution	-	5.31% $21.9M	0.09% 112.0K shares	Q3 2019 Held for 6y 2m	$412.4M
MCRAE CAPITAL MANAGEMENT INC RIA/Wealth	Heather M Nemeth President	5.21% $26.3M	0.11% 134.3K shares	Q3 2016 Held for 9y 2m	$503.8M
Aristotle Capital Management, LLC Long Only Manager	Christopher Arthur Fisher CCO	3.76% $1.8B	7.50% 9.1M shares	≤ Q2 2013 Held for 12y 5m+	$47.4B
Kensington Investment Counsel, LLC RIA/Wealth	Jeffrey G. Wimbish Managing Partner	3.58% $8.8M	0.04% 45.0K shares	Q3 2023 Held for 2y 2m	$245.5M
C Coston, McIsaac & Partners Institution	-	3.51% $10.3M	0.04% 52.7K shares	Q2 2022 Held for 3y 5m	$293.1M
Lakewood Asset Management LLC RIA/Wealth	Todd J Mick CCO	3.39% $5.5M	0.02% 28.2K shares	Q4 2022 Held for 2y 11m	$163.0M