Most bought consumer cyclical stocks in Q2 2025
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q2 2025 versus the prior calendar quarter in our filings. 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.
Net share increases
Top symbols by net quarter-over-quarter share change (increases).
Most bought stocks
Net quarter-over-quarter share increases across all institutional filers.
| Symbol | Name | Net shares | Net value | New | Added | Trimmed | Sold out | Holding now |
|---|---|---|---|---|---|---|---|---|
| F | FORD MOTOR CO | 24,081,868 | $281.9M | 0 | 10 | 5 | 2 | 15 |
| AMZN | AMAZON.COM INC | 13,119,139 | $6.2B | 8 | 30 | 14 | 7 | 64 |
| ORLY | O'REILLY AUTOMOTIVE INC | 10,335,856 | -$419.5M | 1 | 14 | 0 | 1 | 15 |
| LEN | LENNAR CORP-A | 9,074,773 | $912.3M | 1 | 6 | 7 | 3 | 15 |
| CPNG | COUPANG INC | 8,129,859 | $1.1B | 0 | 7 | 1 | 1 | 11 |
| GM | General Motors Co (GM) | 6,963,854 | $419.0M | 1 | 7 | 7 | 3 | 20 |
| CART | MAPLEBEAR INC | 4,169,560 | $196.5M | 3 | 1 | 2 | 0 | 6 |
| GT | GOODYEAR TIRE & RUBBER CO | 3,667,807 | $39.5M | 4 | 0 | 2 | 1 | 8 |
| LCID | LUCID GROUP INC | 3,124,793 | $1.9M | 0 | 2 | 2 | 1 | 6 |
| DHI | DR HORTON INC | 2,762,823 | $369.6M | 3 | 4 | 9 | 2 | 17 |
| MLCO | MELCO RESORTS & ENTERT-ADR | 2,647,394 | $34.7M | 0 | 2 | 0 | 1 | 3 |
| CHWY | CHEWY INC - CLASS A | 2,429,495 | $127.2M | 0 | 3 | 0 | 3 | 6 |
| ETSY | ETSY INC | 2,236,482 | $132.7M | 1 | 2 | 2 | 2 | 5 |
| HOG | HARLEY-DAVIDSON INC | 2,156,236 | $45.2M | 2 | 2 | 1 | 1 | 5 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 2,099,884 | $29.6M | 1 | 6 | 2 | 1 | 11 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 1,959,492 | $133.7M | 2 | 4 | 1 | 1 | 8 |
| SBUX | STARBUCKS CORP | 1,880,378 | $71.7M | 0 | 12 | 6 | 6 | 19 |
| MBC | MASTERBRAND INC | 1,770,684 | $9.9M | 0 | 3 | 0 | 3 | 4 |
| LKQ | LKQ CORP | 1,663,986 | $52.5M | 3 | 3 | 4 | 1 | 10 |
| MCD | MCDONALD'S CORP | 1,624,318 | $407.6M | 2 | 10 | 9 | 5 | 26 |
| MBLY | MOBILEYE GLOBAL INC-A | 1,603,178 | $34.3M | 0 | 2 | 2 | 1 | 4 |
| IP | INTERNATIONAL PAPER CO | 1,405,542 | $63.1M | 1 | 3 | 4 | 0 | 10 |
| MGA | MAGNA INTERNATIONAL INC | 1,385,904 | $187.8M | 2 | 3 | 1 | 1 | 7 |
| NIO | NIO INC - ADR | 1,335,588 | $1.6M | 0 | 4 | 2 | 3 | 9 |
| TJX | TJX COMPANIES INC | 1,089,746 | $137.4M | 2 | 9 | 7 | 2 | 20 |
| TDUP | THREDUP INC - CLASS A | 993,370 | $13.0M | 1 | 1 | 0 | 0 | 2 |
| FIGS | FIGS INC-CLASS A | 972,388 | $6.2M | 0 | 2 | 0 | 0 | 3 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 909,911 | $18.7M | 2 | 0 | 2 | 1 | 4 |
| TRIP | TRIPADVISOR INC | 851,589 | $8.9M | 0 | 2 | 0 | 1 | 3 |
| YUM | YUM! BRANDS INC | 756,627 | $92.2M | 1 | 6 | 4 | 1 | 16 |
| YETI | YETI HOLDINGS INC | 681,899 | $18.7M | 3 | 2 | 1 | 0 | 6 |
| FOSL | FOSSIL GROUP INC | 668,503 | $2.8M | 0 | 3 | 0 | 0 | 4 |
| GME | GAMESTOP CORP-CLASS A | 667,129 | $18.8M | 0 | 3 | 1 | 0 | 4 |
| MAT | MATTEL INC | 648,384 | $18.8M | 0 | 3 | 2 | 2 | 7 |
| M | MACY'S INC | 647,341 | $7.3M | 1 | 1 | 1 | 0 | 5 |
| FIVE | FIVE BELOW | 599,020 | $122.4M | 0 | 4 | 1 | 1 | 5 |
| HVT | HAVERTY FURNITURE | 598,476 | $13.2M | 0 | 2 | 0 | 0 | 2 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 554,106 | $2.3M | 1 | 1 | 1 | 0 | 4 |
| GNTX | GENTEX CORP | 540,614 | -$4.5M | 0 | 3 | 1 | 1 | 5 |
| CROX | CROCS INC | 534,677 | $54.1M | 2 | 0 | 1 | 0 | 4 |
| MHK | MOHAWK INDUSTRIES INC | 534,283 | $23.1M | 4 | 4 | 3 | 0 | 14 |
| LESL | LESLIE'S INC | 524,091 | -$19.1M | 0 | 1 | 1 | 0 | 2 |
| BBWI | BATH & BODY WORKS INC | 521,070 | $15.5M | 1 | 2 | 1 | 1 | 4 |
| ARHS | ARHAUS INC | 489,500 | $4.2M | 1 | 0 | 0 | 0 | 1 |
| ATAT | ATOUR LIFESTYLE HOLDINGS-ADR | 482,838 | $23.9M | 0 | 2 | 0 | 1 | 2 |
| YUMC | YUM CHINA HOLDINGS INC | 466,360 | -$50.1M | 1 | 3 | 2 | 3 | 9 |
| SE | SEA LTD-ADR | 457,497 | $685.9M | 5 | 7 | 3 | 1 | 18 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 439,279 | $141.0M | 0 | 2 | 1 | 1 | 5 |
| KSS | KOHLS CORP | 436,653 | $3.8M | 2 | 0 | 2 | 1 | 6 |
| SCS | STEELCASE INC-CL A | 425,998 | $1.4M | 0 | 3 | 0 | 2 | 3 |