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 are based on SEC 13F filings from the investors we track.
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| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| F | FORD MOTOR CO | 24,146,299 | $278.02M | 0 | 2 | 0 | 0 | 2 |
| AMZN | AMAZON.COM INC | 12,119,712 | $5.73B | 2 | 17 | 7 | 1 | 32 |
| ORLY | O'REILLY AUTOMOTIVE INC | 9,456,536 | -$419.86M | 0 | 6 | 0 | 0 | 6 |
| LEN | LENNAR CORP-A | 9,105,532 | $916.27M | 1 | 5 | 2 | 1 | 8 |
| CPNG | COUPANG INC | 8,127,203 | $1.09B | 0 | 5 | 0 | 0 | 8 |
| GM | GENERAL MOTORS CO | 7,152,437 | $375.69M | 0 | 6 | 1 | 0 | 9 |
| CART | MAPLEBEAR INC | 4,007,124 | $189.09M | 1 | 1 | 0 | 0 | 2 |
| GT | GOODYEAR TIRE & RUBBER CO | 3,857,019 | $41.07M | 3 | 0 | 1 | 0 | 4 |
| LCID | LUCID GROUP INC | 2,986,187 | $1.78M | 0 | 1 | 1 | 0 | 2 |
| DHI | DR HORTON INC | 2,789,162 | $373.69M | 1 | 3 | 4 | 1 | 8 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 2,672,086 | $34.80M | 0 | 2 | 0 | 0 | 2 |
| CHWY | CHEWY INC - CLASS A | 2,477,334 | $126.96M | 0 | 1 | 0 | 1 | 1 |
| ETSY | ETSY INC | 2,277,470 | $134.51M | 0 | 1 | 1 | 0 | 2 |
| HOG | HARLEY-DAVIDSON INC | 2,169,999 | $45.59M | 2 | 1 | 0 | 0 | 3 |
| SBUX | STARBUCKS CORP | 2,000,103 | $89.10M | 0 | 5 | 3 | 2 | 8 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 1,992,658 | $27.40M | 1 | 1 | 0 | 0 | 2 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 1,958,500 | $133.64M | 2 | 3 | 1 | 1 | 6 |
| MCD | MCDONALD'S CORP | 1,877,273 | $501.46M | 0 | 4 | 3 | 0 | 10 |
| MBC | MASTERBRAND INC | 1,785,259 | $10.09M | 0 | 2 | 0 | 1 | 2 |
| LKQ | LKQ CORP | 1,752,422 | $60.55M | 1 | 1 | 1 | 0 | 3 |
| MBLY | MOBILEYE GLOBAL INC-A | 1,659,766 | $35.05M | 0 | 2 | 0 | 0 | 2 |
| IP | INTERNATIONAL PAPER CO | 1,484,228 | $69.45M | 1 | 1 | 0 | 0 | 2 |
| MGA | MAGNA INTERNATIONAL INC | 1,335,742 | $185.72M | 2 | 1 | 1 | 1 | 5 |
| NIO | NIO INC - ADR | 1,251,286 | $1.61M | 0 | 1 | 1 | 0 | 2 |
| TDUP | THREDUP INC - CLASS A | 993,370 | $13.04M | 1 | 1 | 0 | 0 | 2 |
| FIGS | FIGS INC-CLASS A | 951,847 | $6.03M | 0 | 1 | 0 | 0 | 1 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 922,638 | $19.15M | 2 | 0 | 0 | 1 | 2 |
| TRIP | TRIPADVISOR INC | 862,695 | $9.32M | 0 | 1 | 0 | 0 | 1 |
| TJX | TJX COMPANIES INC | 796,068 | $99.44M | 0 | 3 | 3 | 0 | 6 |
| YUM | YUM! BRANDS INC | 742,756 | $93.15M | 0 | 3 | 1 | 0 | 5 |
| KSS | KOHLS CORP | 725,839 | $6.16M | 2 | 0 | 0 | 0 | 2 |
| VFC | VF CORP | 682,424 | -$173.76M | 0 | 1 | 2 | 1 | 3 |
| YETI | YETI HOLDINGS INC | 677,539 | $18.54M | 2 | 1 | 1 | 0 | 4 |
| FOSL | FOSSIL GROUP INC | 668,503 | $2.68M | 0 | 3 | 0 | 0 | 3 |
| MAT | MATTEL INC | 645,502 | $18.76M | 0 | 2 | 0 | 1 | 2 |
| GME | GAMESTOP CORP-CLASS A | 644,500 | $18.21M | 0 | 1 | 0 | 0 | 1 |
| M | MACY'S INC | 639,564 | $7.46M | 1 | 0 | 0 | 0 | 1 |
| FIVE | FIVE BELOW | 604,323 | $122.28M | 0 | 3 | 0 | 0 | 3 |
| HVT | HAVERTY FURNITURE | 598,476 | $13.24M | 0 | 2 | 0 | 0 | 2 |
| BBWI | BATH & BODY WORKS INC | 590,896 | $17.62M | 1 | 1 | 0 | 0 | 2 |
| TSLA | TESLA INC | 579,271 | $405.64M | 1 | 4 | 2 | 1 | 7 |
| GNTX | GENTEX CORP | 540,614 | -$4.47M | 0 | 3 | 1 | 1 | 5 |
| CROX | CROCS INC | 534,879 | $54.17M | 2 | 0 | 0 | 0 | 2 |
| MHK | MOHAWK INDUSTRIES INC | 533,847 | $23.55M | 3 | 3 | 2 | 0 | 9 |
| LESL | LESLIE'S INC | 524,091 | -$19.07M | 0 | 1 | 1 | 0 | 2 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 502,448 | $24.49M | 0 | 2 | 0 | 0 | 2 |
| ARHS | ARHAUS INC | 489,500 | $4.24M | 1 | 0 | 0 | 0 | 1 |
| SCS | STEELCASE INC-CL A | 468,212 | $1.88M | 0 | 2 | 0 | 0 | 2 |
| YUMC | YUM CHINA HOLDINGS INC | 458,769 | -$46.68M | 1 | 2 | 0 | 1 | 5 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 441,244 | $1.85M | 0 | 1 | 1 | 0 | 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 tracked 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 the managers we track, 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 tracked investors between two consecutive quarterly 13F snapshots (compared to Q1 2025).
Does this include all institutional owners?
These rankings are based on a subset of tracked institutional investors who file SEC 13F reports. While not exhaustive, the dataset includes many of the largest and most influential funds.
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.