Wayfair
417 hedge funds and large institutions have $10.7B invested in Wayfair in 2025 Q3 according to their latest regulatory filings, with 128 funds opening new positions, 143 increasing their positions, 96 reducing their positions, and 47 closing their positions.
172% more first-time investments, than exits
New positions opened: 128 | Existing positions closed: 47
88% more funds holding in top 10
Funds holding in top 10: 8 → 15 (+7)
49% more repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 96
23% more funds holding
Funds holding: 338 → 417 (+79)
23% more capital inflows, than outflows
Capital inflows: $1.6B | Capital outflows: $1.3B
15% more call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.24B
0.8% more ownership
Funds ownership: 106.83% → 107.63% (+0.8%)
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 |
Southpoint Capital Advisors
New York
|
-$95.2M |
| 4 |
Squarepoint
New York
|
-$55M |
| 5 |
Harbourvest Partners
Boston,
Massachusetts
|
-$54.3M |
W Hedge Fund Activity: Q3 2025 in Review
417 of the 7,658 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q3 2025, worth a combined $10.7B — up 76% from $6.08B a quarter earlier.
Buyers outnumbered sellers: 128 funds opened new W positions and 47 closed out — a net gain of 81 holders — while 143 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.
- 417 institutional investors held Wayfair (W) as of Q3 2025, up from 338 in Q2 2025.
- Funds reported $10.7B of Wayfair stock for Q3 2025, up 76% quarter-over-quarter.
- 128 funds opened new Wayfair positions in Q3 2025 and 47 closed out, a net change of +81 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.