Wayfair
412 hedge funds and large institutions have $10.6B invested in Wayfair in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 140 increasing their positions, 96 reducing their positions, and 47 closing their positions.
170% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 47
100% more funds holding in top 10
Funds holding in top 10: 7 → 14 (+7)
76% more capital invested
Capital invested by funds: $6.05B → $10.6B (+$4.58B)
46% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 96
23% more funds holding
Funds holding: 334 → 412 (+78)
15% more call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.24B
0.62% less ownership
Funds ownership: 113.96% → 113.35% (-0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$184M |
| 2 |
D.E. Shaw & Co
New York
|
+$92.3M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$88.7M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$85.7M |
| 5 |
Morgan Stanley
New York
|
+$84.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
-$298M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$111M |
| 3 |
SCA
Southpoint Capital Advisors
New York
|
-$95.2M |
| 4 |
Squarepoint
New York
|
-$55M |
| 5 |
HP
Harbourvest Partners
Boston,
Massachusetts
|
-$54.3M |
W Hedge Fund Activity: Q3 2025 in Review
412 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q3 2025, worth a combined $10.6B — up 76% from $6.05B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new W positions and 47 closed out — a net gain of 80 holders — while 140 added to existing stakes and 96 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $184M. The largest seller was Alyeska Investment Group, exiting entirely with an estimated $298M sold.
- 412 institutional investors held Wayfair (W) as of Q3 2025, up from 334 in Q2 2025.
- Funds reported $10.6B of Wayfair stock for Q3 2025, up 76% quarter-over-quarter.
- 127 funds opened new Wayfair positions in Q3 2025 and 47 closed out, a net change of +80 holders.
- The largest Wayfair buyer in Q3 2025 was Arrowstreet Capital, an estimated $184M added.
- The largest Wayfair seller in Q3 2025 was Alyeska Investment Group, an estimated $298M sold.
Based on aggregated 13F filings for Q3 2025.