Wayfair
456 hedge funds and large institutions have $9.27B invested in Wayfair in 2026 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 148 increasing their positions, 153 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
41% more capital inflows, than outflows
Capital inflows: $2.57B | Capital outflows: $1.82B
0.59% less ownership
Funds ownership: 111.8% → 111.21% (-0.59%)
3% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 153
6% less funds holding
Funds holding: 487 → 456 (-31)
20% less first-time investments, than exits
New positions opened: 101 | Existing positions closed: 127
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
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 |
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
456 of the 8,232 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 101 opened new positions — a net loss of 26 holders — while 153 trimmed existing stakes and 148 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.
- 456 institutional investors held Wayfair (W) as of Q1 2026, down from 487 in Q4 2025.
- Funds reported $9.27B of Wayfair stock for Q1 2026, down 26% quarter-over-quarter.
- 101 funds opened new Wayfair positions in Q1 2026 and 127 closed out, a net change of -26 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.