Etsy
ETSY
490 hedge funds and large institutions have $5.44B invested in Etsy in 2026 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 87 closing their positions.
66% more call options, than puts
Call options by funds: $560M | Put options by funds: $337M
7% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 178
1.61% less ownership
Funds ownership: 114.68% → 113.08% (-1.6%)
7% less funds holding
Funds holding: 526 → 490 (-36)
13% less capital invested
Capital invested by funds: $6.28B → $5.44B (-$840M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
29% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 87
Top Buyers
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$133M |
| 2 |
SG Americas Securities
New York
|
+$73M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$60.8M |
| 4 |
Barclays
London,
United Kingdom
|
+$43.3M |
| 5 |
NSGL
No Street GP LP
San Francisco,
California
|
+$39.1M |
Top Sellers
ETSY Hedge Fund Activity: Q1 2026 in Review
490 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Etsy (ETSY) for Q1 2026, worth a combined $5.44B — down 13% from $6.28B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of ETSY and 62 opened new positions — a net loss of 25 holders — while 178 trimmed existing stakes and 165 added.
The largest buyer was Balyasny Asset Management, adding an estimated $133M. The largest seller was Impactive Capital, exiting entirely with an estimated $169M sold.
- 490 institutional investors held Etsy (ETSY) as of Q1 2026, down from 526 in Q4 2025.
- Funds reported $5.44B of Etsy stock for Q1 2026, down 13% quarter-over-quarter.
- 62 funds opened new Etsy positions in Q1 2026 and 87 closed out, a net change of -25 holders.
- The largest Etsy buyer in Q1 2026 was Balyasny Asset Management, an estimated $133M added.
- The largest Etsy seller in Q1 2026 was Impactive Capital, an estimated $169M sold.
Based on aggregated 13F filings for Q1 2026.