Wayfair
449 hedge funds and large institutions have $9.27B invested in Wayfair in 2026 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 146 increasing their positions, 150 reducing their positions, and 127 closing their positions.
124% more call options, than puts
Call options by funds: $1.05B | Put options by funds: $471M
3% less repeat investments, than reductions
Existing positions increased: 146 | Existing positions reduced: 150
2.59% less ownership
Funds ownership: 116.09% → 113.5% (-2.6%)
7% less funds holding
Funds holding: 482 → 449 (-33)
22% less first-time investments, than exits
New positions opened: 99 | Existing positions closed: 127
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
26% less capital invested
Capital invested by funds: $12.5B → $9.27B (-$3.19B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$235M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$119M |
| 3 |
ClearBridge Investments
New York
|
+$87M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$63.4M |
| 5 |
Squarepoint
New York
|
+$62.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHCM
Wolf Hill Capital Management
Greenwich,
Connecticut
|
-$128M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$103M |
| 3 |
D.E. Shaw & Co
New York
|
-$102M |
| 4 |
Holocene Advisors
New York
|
-$92.7M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$77.4M |
W Hedge Fund Activity: Q1 2026 in Review
449 of the 8,190 institutional investors tracked by Wall St. Rank reported a position in Wayfair (W) for Q1 2026, worth a combined $9.27B — down 26% from $12.5B a quarter earlier.
Sellers outnumbered buyers: 127 funds closed out of W and 99 opened new positions — a net loss of 28 holders — while 150 trimmed existing stakes and 146 added.
The largest buyer was JP Morgan Chase, adding an estimated $235M. The largest seller was Wolf Hill Capital Management, exiting entirely with an estimated $128M sold.
- 449 institutional investors held Wayfair (W) as of Q1 2026, down from 482 in Q4 2025.
- Funds reported $9.27B of Wayfair stock for Q1 2026, down 26% quarter-over-quarter.
- 99 funds opened new Wayfair positions in Q1 2026 and 127 closed out, a net change of -28 holders.
- The largest Wayfair buyer in Q1 2026 was JP Morgan Chase, an estimated $235M added.
- The largest Wayfair seller in Q1 2026 was Wolf Hill Capital Management, an estimated $128M sold.
Based on aggregated 13F filings for Q1 2026.