Who Owns Wayfair Inc. (W)?Hedge Fund & Institutional Holders

$74.80+1.05 (+1.43%)Consumer CyclicalNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.3510009470008867e+278T

% of Float Held

Infinity%

QoQ Change in Holders

+14 / -1

Price History

$24.14$47.87$71.59$95.32$119.05Sep 24Jun 25Mar 26

W — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BAILLIE GIFFORD & CONew Position+4.0M+$401.8M
Calamos Advisors LLCNew Position+61.7M+$141.8M
NORGES BANKNew Position+1.2M+$117.0M
LMR Partners LLPNew Position+39.5M+$92.0M
PRICE T ROWE ASSOCIATES INC /MD/Increased+827K+$82.5M
FEDERATED HERMES, INC.New Position+651K+$64.0M
Qube Research & Technologies LtdNew Position+579K+$58.0M
SCOPUS ASSET MANAGEMENT, L.P.New Position+490K+$49.0M
Artemis Investment Management LLPNew Position+478K+$48.0M
HENNESSY ADVISORS INCNew Position+460K+$46.2M
Bank of New York Mellon CorpNew Position+305K+$27.0M
SG Americas Securities, LLCNew Position+248K+$24.9M
SMITH THOMAS WNew Position+237K+$23.8M
Benchstone Capital Management LPNew Position+228K+$22.0M
MOORE CAPITAL MANAGEMENT, LPNew Position+197K+$19.8M

W — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
BALYASNY ASSET MANAGEMENT L.P.Decreased-24.6M-$248.9B
Southpoint Capital Advisors LPDecreased-1.0M-$223.2B
MORGAN STANLEYDecreased-1.2M-$194.4B
JANE STREET GROUP, LLCDecreased-1.6M-$131.4B
Holocene Advisors, LPDecreased-328K-$111.6B
CITADEL ADVISORS LLCDecreased-372K-$107.2B
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDecreased-12K-$102.4B
JPMORGAN CHASE & CODecreased-525K-$84.8B
BNP PARIBAS FINANCIAL MARKETSDecreased-638K-$73.1B
Bares Capital Management, Inc.Closed Position-672K-$60.1B
GOODNOW INVESTMENT GROUP, LLCDecreased-17K-$58.0B
ROYAL BANK OF CANADADecreased-291K-$55.9B
TUDOR INVESTMENT CORP ET ALDecreased-400K-$55.0B
NORTHERN TRUST CORPDecreased-2K-$44.2B
GOLDMAN SACHS GROUP INCDecreased-413K-$37.0B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital World Investors13,457,158$1.4B0.18%Share
2FMR LLC9,440,323$947.0M0.05%Share
3VANGUARD GROUP INC8,831,041$886.7M0.01%Share
4FMR LLC6,342,316$636.0M0.03%Share
5RENAISSANCE TECHNOLOGIES LLC5,407,325$542.0M0.84%Share
6JANE STREET GROUP, LLC4,285,600$430.0M0.06%Call
7JANUS HENDERSON GROUP PLC3,383,408$339.0M0.15%Share
8SPRUCE HOUSE INVESTMENT MANAGEMENT LLC2,923,845$293.6M8.51%Share
9Prescott General Partners LLC2,922,401$293.4M20.95%Share
10D. E. Shaw & Co., Inc.123,978,000$284.0M0.16%Share
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,825,654$283.0M0.17%Share
12BlackRock, Inc.2,800,182$281.0M0.00%Share
13GREAT HILL PARTNERS, L.P.2,788,912$280.0M100.00%Share
14BAILLIE GIFFORD & CO2,380,356$239.0M0.20%Share
15STATE STREET CORP2,289,354$229.0M0.01%Share
16TWO SIGMA ADVISERS, LP2,056,700$206.0M0.40%Share
17TWO SIGMA INVESTMENTS, LP2,036,019$204.0M0.29%Share
18D. E. Shaw & Co., Inc.1,997,263$200.0M0.11%Share
19UBS Group AG1,937,601$194.6M0.03%Share
20AQR CAPITAL MANAGEMENT LLC1,879,281$188.0M0.10%Share
21SUSQUEHANNA INTERNATIONAL GROUP, LLP1,734,600$174.0M0.02%Call
22MILLENNIUM MANAGEMENT LLC74,000,000$169.0M0.07%Share
23GEODE CAPITAL MANAGEMENT, LLC1,633,245$164.0M0.01%Share
24BALYASNY ASSET MANAGEMENT L.P.1,612,754$161.0M0.20%Share
25Southpoint Capital Advisors LP1,500,000$150.6M3.50%Share
26CITADEL ADVISORS LLC1,471,600$147.0M0.02%Put
27BlackRock, Inc.1,434,714$144.0M0.00%Share
28Calamos Advisors LLC61,665,000$141.8M0.53%Share
29VOLORIDGE INVESTMENT MANAGEMENT, LLC1,360,345$136.0M0.48%Share
30Wolf Hill Capital Management, LP1,273,004$127.8M14.11%Share
31LINDEN ADVISORS LP55,084,000$126.3M0.78%Share
32BAILLIE GIFFORD & CO1,181,405$118.6M0.10%Share
33CITIGROUP INC1,175,000$117.0M0.05%Call
34NORGES BANK1,174,915$117.0M0.01%Share
35CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,135,287$113.0M0.02%Share
36CITADEL ADVISORS LLC1,049,000$105.0M0.02%Call
37BNP PARIBAS FINANCIAL MARKETS1,015,677$101.0M0.05%Share
38SUSQUEHANNA INTERNATIONAL GROUP, LLP976,300$98.0M0.01%Put
39BALYASNY ASSET MANAGEMENT L.P.41,130,000$94.0M0.12%Share
40Holocene Advisors, LP923,040$92.0M0.19%Share
41JPMORGAN CHASE & CO925,100$92.0M0.01%Put
42LMR Partners LLP39,500,000$90.0M0.17%Share
43Atreides Management, LP870,864$87.4M1.07%Share
44Hook Mill Capital Partners, LP862,992$86.7M8.16%Share
45CITADEL ADVISORS LLC828,285$83.0M0.01%Share
46PRICE T ROWE ASSOCIATES INC /MD/824,839$82.0M0.01%Share
47JANE STREET GROUP, LLC811,000$81.0M0.01%Put
48JPMORGAN CHASE & CO764,800$76.0M0.00%Call
49Allen Investment Management, LLC749,250$75.2M0.83%Share
50WELLS FARGO & COMPANY/MN707,989$71.0M0.01%Share

W Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025491$13.6B+180
Q3 2025311$11.0T+8
Q2 2025303$5.7T-29
Q1 2025332$4.4T-5
Q4 2024337$31.5T+42
Q3 2024295$4616.2T+16
Q2 2024279$4015.6T-2
Q1 2024281$4581.8T—

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As of Q4 2025, 50 institutional investors hold W (Wayfair Inc.). The largest holder is Capital World Investors with $1.4B in shares. This quarter, 14 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own W?

As of Q4 2025, 50 institutional investors report holding W (Wayfair Inc.) in their 13F filings.

Who is the largest institutional holder of W?

The largest institutional holder of W is Capital World Investors with $1.4B in shares.

Is institutional ownership of W increasing or decreasing?

This quarter, 14 institutions opened new positions in W and 1 closed their positions.