Most bought consumer cyclical stocks in Q3 2025
See which Consumer Cyclical stocks institutional investors increased the most in Q3 2025, measured as net growth in reported share positions from Q2 2025 into Q3 2025. Notable additions at the top of this list include DRAFTKINGS INC-CL A (DKNG), RIVIAN AUTOMOTIVE INC-A (RIVN), WHIRLPOOL CORP (WHR), RESTAURANT BRANDS INTERN (QSR). 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 |
|---|---|---|---|---|---|---|---|---|
| DKNG | DRAFTKINGS INC-CL A | 13,980,487 | $496.28M | 1 | 1 | 1 | 0 | 3 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 10,392,849 | $154.45M | 0 | 1 | 1 | 0 | 2 |
| WHR | WHIRLPOOL CORP | 5,417,404 | $409.84M | 0 | 2 | 0 | 0 | 2 |
| QSR | RESTAURANT BRANDS INTERN | 4,118,088 | -$61.71M | 0 | 2 | 2 | 0 | 5 |
| NKE | NIKE INC -CL B | 3,425,806 | $218.39M | 0 | 6 | 3 | 0 | 11 |
| CHWY | CHEWY INC - CLASS A | 3,228,474 | $120.63M | 2 | 0 | 1 | 0 | 3 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 3,192,038 | $60.99M | 2 | 2 | 0 | 0 | 4 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 3,003,793 | $397.90M | 2 | 0 | 0 | 0 | 4 |
| MBLY | MOBILEYE GLOBAL INC-A | 2,324,163 | $20.80M | 0 | 1 | 1 | 0 | 2 |
| ETSY | ETSY INC | 2,229,270 | $295.38M | 1 | 0 | 2 | 0 | 3 |
| GT | GOODYEAR TIRE & RUBBER CO | 1,962,611 | $779.46K | 0 | 1 | 2 | 1 | 3 |
| BBWI | BATH & BODY WORKS INC | 1,934,282 | $46.34M | 1 | 2 | 0 | 0 | 3 |
| DECK | DECKERS OUTDOOR CORP | 1,887,679 | $190.97M | 1 | 2 | 1 | 0 | 4 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | 1,850,974 | $58.43M | 1 | 1 | 1 | 1 | 3 |
| GME | GAMESTOP CORP-CLASS A | 1,733,000 | $52.62M | 0 | 1 | 0 | 0 | 1 |
| HOG | HARLEY-DAVIDSON INC | 1,635,932 | $69.64M | 0 | 2 | 0 | 0 | 3 |
| MNRO | MONRO INC | 1,497,500 | $27.89M | 1 | 1 | 0 | 0 | 2 |
| GPC | GENUINE PARTS CO | 1,488,501 | $24.05M | 3 | 2 | 1 | 0 | 7 |
| TSLA | TESLA INC | 1,453,982 | $1.20B | 3 | 5 | 0 | 0 | 10 |
| WING | WINGSTOP INC | 1,239,028 | $264.30M | 1 | 0 | 2 | 0 | 3 |
| FIGS | FIGS INC-CLASS A | 1,200,000 | $9.68M | 1 | 1 | 0 | 0 | 2 |
| FND | FLOOR & DECOR HOLDINGS INC-A | 1,195,174 | $76.08M | 1 | 3 | 3 | 0 | 7 |
| SE | SEA LTD-ADR | 1,192,044 | $607.30M | 1 | 4 | 4 | 1 | 10 |
| ARHS | ARHAUS INC | 1,095,300 | $12.60M | 0 | 1 | 0 | 0 | 1 |
| CARG | CARGURUS INC | 1,006,200 | $39.67M | 1 | 0 | 1 | 0 | 2 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,005,366 | -$430.13M | 0 | 3 | 1 | 1 | 5 |
| CVNA | CARVANA CO | 923,972 | $759.26M | 0 | 1 | 4 | 0 | 8 |
| KMX | CARMAX INC | 913,110 | -$113.98M | 0 | 5 | 2 | 1 | 8 |
| GAP | GAP INC/THE | 906,478 | $16.90M | 1 | 1 | 1 | 0 | 3 |
| CPNG | COUPANG INC | 839,032 | $281.44M | 0 | 3 | 2 | 0 | 8 |
| YETI | YETI HOLDINGS INC | 794,096 | $30.43M | 1 | 4 | 0 | 0 | 5 |
| PRPL | PURPLE INNOVATION INC | 794,043 | $741.79K | 1 | 0 | 0 | 0 | 1 |
| LKQ | LKQ CORP | 652,372 | -$928.78K | 0 | 3 | 0 | 0 | 3 |
| W | WAYFAIR INC- CLASS A | 607,549 | $257.50M | 0 | 2 | 1 | 0 | 3 |
| GRWG | GROWGENERATION CORP | 583,200 | $1.25M | 0 | 1 | 0 | 0 | 1 |
| GM | GENERAL MOTORS CO | 569,570 | $244.10M | 0 | 5 | 2 | 0 | 9 |
| EVGO | EVGO INC | 495,533 | $2.46M | 0 | 1 | 0 | 0 | 1 |
| MAT | MATTEL INC | 480,715 | -$53.87M | 0 | 1 | 1 | 0 | 2 |
| SES | SES AI CORP | 477,134 | $796.81K | 2 | 0 | 0 | 0 | 2 |
| TCOM | TRIP.COM GROUP LTD-ADR | 443,515 | $106.92M | 1 | 2 | 1 | 0 | 5 |
| SPWH | SPORTSMAN'S WAREHOUSE HOLDIN | 436,270 | $1.17M | 0 | 1 | 0 | 0 | 1 |
| LEG | LEGGETT & PLATT INC | 423,000 | $3.74M | 0 | 1 | 0 | 0 | 1 |
| DAN | DANA INC | 353,575 | $8.80M | 0 | 1 | 1 | 0 | 2 |
| M | MACY'S INC | 310,873 | $9.58M | 1 | 1 | 0 | 0 | 2 |
| DPZ | DOMINO'S PIZZA INC | 302,423 | $78.04M | 0 | 2 | 1 | 0 | 3 |
| HLLY | HOLLEY INC | 299,020 | $1.74M | 0 | 2 | 0 | 0 | 2 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 297,285 | $10.09M | 0 | 2 | 0 | 0 | 3 |
| TDUP | THREDUP INC - CLASS A | 294,481 | $6.89M | 0 | 2 | 0 | 0 | 2 |
| AXL | AMERICAN AXLE & MFG HOLDINGS | 277,340 | $11.38M | 0 | 2 | 0 | 0 | 3 |
| MCD | MCDONALD'S CORP | 269,951 | $131.31M | 1 | 5 | 3 | 0 | 11 |
Frequently asked questions about Most bought consumer cyclical stocks in Q3 2025
What are the most bought Consumer Cyclical stocks in Q3 2025?
The most bought consumer cyclical stocks in Q3 2025 are those with the largest increase in reported share counts across tracked institutional investors compared to Q2 2025, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors added to the most in Q3 2025?
Among the managers we track, net additions were largest in companies such as DRAFTKINGS INC-CL A (DKNG), RIVIAN AUTOMOTIVE INC-A (RIVN), WHIRLPOOL CORP (WHR), 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 Q2 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.