Most bought consumer cyclical stocks in Q2 2025
See which Consumer Cyclical stocks institutional investors increased the most in Q2 2025, measured as net growth in reported share positions from Q1 2025 into Q2 2025. Notable additions at the top of this list include FORD MOTOR CO (F), AMAZON.COM INC (AMZN), O'REILLY AUTOMOTIVE INC (ORLY), LENNAR CORP-A (LEN). These rankings aggregate SEC 13F filings from all institutional investors in our database.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| F | FORD MOTOR CO | 24,081,868 | $281.86M | 0 | 10 | 5 | 2 | 15 |
| AMZN | AMAZON.COM INC | 13,198,360 | $6.25B | 8 | 30 | 14 | 6 | 64 |
| ORLY | O'REILLY AUTOMOTIVE INC | 10,335,856 | -$419.54M | 1 | 14 | 0 | 1 | 15 |
| LEN | LENNAR CORP-A | 9,074,773 | $912.30M | 1 | 6 | 7 | 3 | 15 |
| CPNG | COUPANG INC | 8,129,859 | $1.10B | 0 | 7 | 1 | 1 | 11 |
| GM | GENERAL MOTORS CO | 7,089,556 | $373.36M | 1 | 7 | 6 | 3 | 19 |
| CART | MAPLEBEAR INC | 4,169,560 | $196.46M | 3 | 1 | 2 | 0 | 6 |
| GT | GOODYEAR TIRE & RUBBER CO | 3,667,807 | $39.47M | 4 | 0 | 2 | 1 | 8 |
| LCID | LUCID GROUP INC | 3,124,793 | $1.87M | 0 | 2 | 2 | 1 | 6 |
| DHI | DR HORTON INC | 2,762,823 | $369.56M | 3 | 4 | 9 | 2 | 17 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 2,647,394 | $34.68M | 0 | 2 | 0 | 1 | 3 |
| CHWY | CHEWY INC - CLASS A | 2,429,495 | $127.17M | 0 | 3 | 0 | 3 | 6 |
| ETSY | ETSY INC | 2,236,482 | $132.67M | 1 | 2 | 2 | 2 | 5 |
| HOG | HARLEY-DAVIDSON INC | 2,156,236 | $45.23M | 2 | 2 | 1 | 1 | 5 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 2,099,884 | $29.58M | 1 | 6 | 2 | 1 | 11 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 1,959,492 | $133.70M | 2 | 4 | 1 | 1 | 8 |
| SBUX | STARBUCKS CORP | 1,880,378 | $71.74M | 0 | 12 | 6 | 6 | 19 |
| MBC | MASTERBRAND INC | 1,770,684 | $9.90M | 0 | 3 | 0 | 3 | 4 |
| LKQ | LKQ CORP | 1,663,986 | $52.53M | 3 | 3 | 4 | 1 | 10 |
| MCD | MCDONALD'S CORP | 1,624,318 | $407.65M | 2 | 10 | 9 | 5 | 26 |
| MBLY | MOBILEYE GLOBAL INC-A | 1,603,178 | $34.33M | 0 | 2 | 2 | 1 | 4 |
| IP | INTERNATIONAL PAPER CO | 1,405,542 | $63.08M | 1 | 3 | 4 | 0 | 10 |
| MGA | MAGNA INTERNATIONAL INC | 1,385,904 | $187.76M | 2 | 3 | 1 | 1 | 7 |
| NIO | NIO INC - ADR | 1,335,588 | $1.55M | 0 | 4 | 2 | 3 | 9 |
| TJX | TJX COMPANIES INC | 1,089,746 | $137.41M | 2 | 9 | 7 | 2 | 20 |
| TDUP | THREDUP INC - CLASS A | 993,370 | $13.04M | 1 | 1 | 0 | 0 | 2 |
| FIGS | FIGS INC-CLASS A | 972,388 | $6.20M | 0 | 2 | 0 | 0 | 3 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 909,911 | $18.70M | 2 | 0 | 2 | 1 | 4 |
| TRIP | TRIPADVISOR INC | 851,589 | $8.93M | 0 | 2 | 0 | 1 | 3 |
| YUM | YUM! BRANDS INC | 756,627 | $92.22M | 1 | 6 | 4 | 1 | 16 |
| YETI | YETI HOLDINGS INC | 681,899 | $18.67M | 3 | 2 | 1 | 0 | 6 |
| FOSL | FOSSIL GROUP INC | 668,503 | $2.83M | 0 | 3 | 0 | 0 | 4 |
| GME | GAMESTOP CORP-CLASS A | 667,129 | $18.82M | 0 | 3 | 1 | 0 | 4 |
| MAT | MATTEL INC | 648,384 | $18.85M | 0 | 3 | 2 | 2 | 7 |
| M | MACY'S INC | 647,341 | $7.26M | 1 | 1 | 1 | 0 | 5 |
| FIVE | FIVE BELOW | 599,020 | $122.45M | 0 | 4 | 1 | 1 | 5 |
| HVT | HAVERTY FURNITURE | 598,476 | $13.24M | 0 | 2 | 0 | 0 | 2 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 554,106 | $2.31M | 1 | 1 | 1 | 0 | 4 |
| GNTX | GENTEX CORP | 540,614 | -$4.47M | 0 | 3 | 1 | 1 | 5 |
| CROX | CROCS INC | 534,677 | $54.13M | 2 | 0 | 1 | 0 | 4 |
| MHK | MOHAWK INDUSTRIES INC | 534,283 | $23.09M | 4 | 4 | 3 | 0 | 14 |
| LESL | LESLIE'S INC | 524,091 | -$19.07M | 0 | 1 | 1 | 0 | 2 |
| BBWI | BATH & BODY WORKS INC | 521,070 | $15.47M | 1 | 2 | 1 | 1 | 4 |
| ARHS | ARHAUS INC | 489,500 | $4.24M | 1 | 0 | 0 | 0 | 1 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 482,838 | $23.93M | 0 | 2 | 0 | 1 | 2 |
| YUMC | YUM CHINA HOLDINGS INC | 466,360 | -$50.12M | 1 | 3 | 2 | 3 | 9 |
| SE | SEA LTD-ADR | 457,497 | $685.91M | 5 | 7 | 3 | 1 | 18 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 439,279 | $140.98M | 0 | 2 | 1 | 1 | 5 |
| KSS | KOHLS CORP | 436,653 | $3.83M | 2 | 0 | 2 | 1 | 6 |
| SCS | STEELCASE INC-CL A | 425,998 | $1.37M | 0 | 3 | 0 | 2 | 3 |
Frequently asked questions about Most bought consumer cyclical stocks in Q2 2025
What are the most bought Consumer Cyclical stocks in Q2 2025?
The most bought consumer cyclical stocks in Q2 2025 are those with the largest increase in reported share counts across institutional investors compared to Q1 2025, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q2 2025?
Among filers in this sector, net additions were largest in companies such as FORD MOTOR CO (F), AMAZON.COM INC (AMZN), O'REILLY AUTOMOTIVE INC (ORLY), based on aggregated 13F data.
How is institutional buying calculated?
Buying is calculated by summing the net increase in shares reported by institutional investors between two consecutive quarterly 13F snapshots (compared to Q1 2025).
Does this include all institutional owners?
Yes. These rankings aggregate SEC 13F filings from all institutional investors in our database, not only the investors we track individually.
Are these trades real-time?
No. 13F filings are reported quarterly and may be delayed by up to 45 days. The data reflects positions at the end of the reporting period, not real-time trading activity.