W Wayfair Inc.

NYSE
$104.79

Wayfair Inc. (W) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-15.38
22 buyers / 30 sellers
SELLING
Funds compared
52
funds with comparable W positions
40 current holders · 45 prior-quarter holders
Net share change
+2.72M
+9.61M added, -6.89M cut
Position activity
7 new 15 increased 18 reduced 12 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Contour Asset Management Long/Short Tech Increased +2.07M +629.0% $191.1M 5.2% 85
Anomaly Capital Management Long/Short Increased +912.0K +195.2% $84.3M 4.9% 78
Castle Hook Partners Event Long/Short Increased +2.43M +9484.6% $224.6M 2.5% 73
Southpoint Capital Advisors Long/Short Sold Out -664.3K -100.0% $61.4M 0.0% 68
Scopus Asset Management Long/Short Sold Out -392.0K -100.0% $36.2M 0.0% 63
Bridgewater Associates Quant Macro Sold Out -60.8K -100.0% $5.6M 0.0% 63
Squarepoint Ops LLC Quant Sold Out -687.9K -100.0% $63.6M 0.0% 61
D. E. Shaw & Co., Inc. Quant Increased +1.54M +165.5% $142.2M 0.2% 61
Voloridge Investment Management Quant Sold Out -657.1K -100.0% $60.7M 0.0% 60
Atreides Management Long/Short Growth Reduced -587.1K -41.0% $54.3M 0.7% 59

Most significant buyers

By move score, not size.

  • Contour Asset Management Increased · +2.07M
  • Anomaly Capital Management Increased · +912.0K
  • Castle Hook Partners Increased · +2.43M
  • D. E. Shaw & Co., Inc. Increased · +1.54M
  • Davidson Kempner Capital Management New · +100.0K

Most significant sellers

By move score, not size.

  • Southpoint Capital Advisors Sold Out · -664.3K
  • Scopus Asset Management Sold Out · -392.0K
  • Bridgewater Associates Sold Out · -60.8K
  • Squarepoint Ops LLC Sold Out · -687.9K
  • Voloridge Investment Management Sold Out · -657.1K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Contour Asset Management 2 2.4M 328.7K +2.07M +629.0% 5.2% Increased 85
Anomaly Capital Management 2 1.4M 467.2K +912.0K +195.2% 4.9% Increased 78
Castle Hook Partners 1 2.5M 25.6K +2.43M +9484.6% 2.5% Increased 73
Southpoint Capital Advisors 2 0 664.3K -664.3K -100.0% 0.0% Sold Out 68
Scopus Asset Management 2 0 392.0K -392.0K -100.0% 0.0% Sold Out 63
Bridgewater Associates 1 0 60.8K -60.8K -100.0% 0.0% Sold Out 63
Squarepoint Ops LLC 2 0 687.9K -687.9K -100.0% 0.0% Sold Out 61
D. E. Shaw & Co., Inc. 1 2.5M 929.2K +1.54M +165.5% 0.2% Increased 61
Voloridge Investment Management 2 0 657.1K -657.1K -100.0% 0.0% Sold Out 60
Atreides Management 1 843.9K 1.4M -587.1K -41.0% 0.7% Reduced 59
Davidson Kempner Capital Management 2 100.0K 0 +100.0K 0.2% New 59
Spruce House Investment Management 1 2.9M 2.6M +309.7K +11.9% 7.9% Increased 59
LMR Partners 3 127.1K 0 +127.1K 0.1% New 57
Balyasny Asset Management L.P. 2 201.7K 1.6M -1.39M -87.3% 0.0% Reduced 57
Divisadero Street Capital Management 2 0 3.5K -3.5K -100.0% 0.0% Sold Out 54
Caxton Associates 3 0 5.0K -5.0K -100.0% 0.0% Sold Out 53
Capstone Investment Advisors 3 0 3.8K -3.8K -100.0% 0.0% Sold Out 53
Caption Management 3 0 35.3K -35.3K -100.0% 0.0% Sold Out 53
ExodusPoint Capital Management 3 3.2K 0 +3.2K 0.0% New 52
Moore Capital Management 3 0 6.7K -6.7K -100.0% 0.0% Sold Out 52
Cinctive Capital Management 3 11.4K 0 +11.4K 0.0% New 52
Alphadyne Asset Management 3 0 7.6K -7.6K -100.0% 0.0% Sold Out 51
Brevan Howard Capital Management 3 17.6K 0 +17.6K 0.0% New 51
Winton Group 4 34.7K 0 +34.7K 0.1% New 51
Engineers Gate 4 0 74.1K -74.1K -100.0% 0.0% Sold Out 50
Trexquant Investment 3 195.8K 30.0K +165.8K +552.1% 0.1% Increased 49
Qube Research & Technologies Ltd 2 216.5K 771.4K -555.0K -71.9% 0.0% Reduced 48
WORLDQUANT MILLENNIUM ADVISORS LLC 2 36.8K 159.7K -122.9K -77.0% 0.0% Reduced 48
Lighthouse Investment Partners 3 87.7K 30.3K +57.4K +189.8% 0.3% Increased 48
Quantbot Technologies 4 15.1K 0 +15.1K 0.1% New 47
Schonfeld Strategic Advisors 3 105.2K 549.6K -444.4K -80.9% 0.1% Reduced 46
Parallax Volatility Advisers 3 313 14.6K -14.3K -97.9% 0.0% Reduced 46
Aquatic Capital Management 4 89.1K 12.1K +77.0K +633.9% 0.3% Increased 45
AQR Capital Management 3 3.1M 1.9M +1.25M +67.4% 0.1% Increased 45
Y-Intercept 4 31.9K 9.3K +22.6K +243.5% 0.1% Increased 44
Alyeska Investment Group, L.P. 2 753.2K 482.3K +271.0K +56.2% 0.2% Increased 44
Man Group 3 113.1K 409.3K -296.2K -72.4% 0.0% Reduced 43
MILLENNIUM MANAGEMENT LLC 2 227.3K 466.4K -239.1K -51.3% 0.0% Reduced 43
Jain Global 3 12.7K 62.2K -49.5K -79.5% 0.0% Reduced 43
Centiva Capital 4 2.4K 12.7K -10.3K -81.1% 0.0% Reduced 38
RENAISSANCE TECHNOLOGIES LLC 1 4.5M 5.0M -458.0K -9.2% 0.6% Reduced 37
Gotham Asset Management, LLC 2 233.9K 166.6K +67.2K +40.4% 0.1% Increased 36
Aristeia Capital 2 8.4K 15.8K -7.4K -47.0% 0.0% Reduced 35
TWO SIGMA INVESTMENTS, LP 2 2.6M 2.5M +108.7K +4.3% 0.2% Increased 32
ADAGE CAPITAL PARTNERS GP, L.L.C. 2 285.0K 333.0K -48.0K -14.4% 0.0% Reduced 30
Tudor Investment Corporation 2 65.7K 53.8K +11.8K +22.0% 0.0% Increased 30
CITADEL ADVISORS LLC 1 627.8K 659.1K -31.2K -4.7% 0.0% Reduced 30
MARSHALL WACE, LLP 2 233.5K 249.5K -16.0K -6.4% 0.0% Reduced 29
Interval Partners 3 87.6K 78.2K +9.5K +12.1% 0.3% Increased 26
Verition Fund Management 2 92.1K 93.7K -1.5K -1.6% 0.1% Reduced 23
Boothbay Fund Management 4 240.6K 255.1K -14.5K -5.7% 0.5% Reduced 23
Walleye Capital 3 202.9K 208.2K -5.3K -2.5% 0.2% Reduced 21

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Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.