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Wayfair
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Overview Fund Activity

307 hedge funds and large institutions have $3.78B invested in Wayfair in 2025 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 119 increasing their positions, 93 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
307
Holders Change
-26
Holders Change %
-7.81%
% of All Funds
4.17%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
45
Increased
119
Reduced
93
Closed
67
Calls
$570M
Puts
$511M
Net Calls
+$58.3M
Net Calls Change
+$17.3M

Top Buyers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
+$153M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$47.8M
3
SCA
Southpoint Capital Advisors
New York
+$38.4M
4
CM
Capula Management
Cayman Islands
+$36.8M
5
MRCP
Maple Rock Capital Partners
Ontario, Canada
+$32.2M

Top Sellers

1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$60M
2
Capital World Investors
Capital World Investors
California
-$57M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$30.7M
4
Morgan Stanley
Morgan Stanley
New York
-$26.1M
5
HMCP
Hook Mill Capital Partners
New York
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
1
Fidelity Investments
Massachusetts
$490M +$12.6M +392,800 +3%
Capital World Investors
2
Capital World Investors
California
$376M -$57M -1,779,192 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$285M -$13.4M -417,101 -4%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$189M -$8.71M -271,831 -4%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$175M +$153M +4,763,944 +682%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$170M +$10.3M +305,258 +6%
BlackRock
7
BlackRock
New York
$142M -$10.4M -324,244 -7%
Renaissance Technologies
8
Renaissance Technologies
New York
$139M +$15.9M +497,900 +13%
SCA
9
Southpoint Capital Advisors
New York
$128M +$38.4M +1,200,000 +43%
PGP
10
Prescott General Partners
Florida
$93.6M – – –
GHP
11
Great Hill Partners
Massachusetts
$89.3M – – –
UBS Group
12
UBS Group
Switzerland
$71.5M +$22.7M +707,246 +46%
SHIM
13
Spruce House Investment Management
New York
$69.8M – – –
State Street
14
State Street
Massachusetts
$52.2M -$856K -26,720 -2%
Two Sigma Investments
15
Two Sigma Investments
New York
$52.1M +$10.6M +331,051 +26%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$51.3M +$1.78M +55,481 +4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$50M +$30.8M +961,027 +161%
Balyasny Asset Management
18
Balyasny Asset Management
Illinois
$48.8M +$47.8M +1,493,807 +4,809%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$45.2M +$32M +998,100 +242%
Morgan Stanley
20
Morgan Stanley
New York
$42.2M -$26.1M -814,488 -38%
CM
21
Capula Management
Cayman Islands
$36.8M +$36.8M +1,150,000 New
Jane Street
22
Jane Street
New York
$34.7M +$898K +28,022 +3%
Goldman Sachs
23
Goldman Sachs
New York
$34.5M +$10.4M +323,906 +43%
HP
24
Harbourvest Partners
Massachusetts
$34M – – –
Charles Schwab
25
Charles Schwab
California
$32.4M +$87.6K +2,736 +0.3%
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