Most bought consumer cyclical stocks in Q4 2025
Discover which Consumer Cyclical stocks institutional investors added to most aggressively over Q4 2025 versus the prior calendar quarter in our filings. Notable additions at the top of this list include AMAZON.COM INC (AMZN), FORD MOTOR CO (F), TESLA INC (TSLA), COUPANG INC (CPNG). 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 |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON.COM INC | 6,175,177,147 | $1304.3B | 5783 | 35 | 36 | 2 | 5867 |
| F | FORD MOTOR CO | 2,072,497,408 | $26.6B | 1615 | 7 | 9 | 2 | 1638 |
| TSLA | TESLA INC | 1,353,188,399 | $571.0B | 4114 | 26 | 16 | 0 | 4166 |
| CPNG | COUPANG INC | 1,259,487,960 | $27.4B | 619 | 4 | 6 | 2 | 633 |
| CMG | CHIPOTLE MEXICAN GRILL INC | 983,747,583 | $33.5B | 1280 | 5 | 6 | 5 | 1295 |
| TJX | TJX COMPANIES INC | 894,556,560 | $132.3B | 2568 | 14 | 10 | 0 | 2600 |
| NKE | NIKE INC -CL B | 869,520,346 | $50.7B | 1960 | 10 | 13 | 3 | 1988 |
| SBUX | STARBUCKS CORP | 786,118,356 | $63.6B | 2213 | 11 | 8 | 3 | 2238 |
| CCL | CARNIVAL CORP | 708,703,927 | $20.5B | 1044 | 7 | 2 | 0 | 1057 |
| GM | General Motors Co (GM) | 628,654,837 | $50.1B | 1464 | 7 | 15 | 0 | 1490 |
| HD | HOME DEPOT INC | 626,446,537 | $203.9B | 3982 | 19 | 26 | 1 | 4033 |
| RIVN | RIVIAN AUTOMOTIVE INC-A | 616,849,180 | $12.1B | 761 | 4 | 5 | 1 | 778 |
| ORLY | O'REILLY AUTOMOTIVE INC | 610,472,872 | $53.5B | 1633 | 7 | 9 | 3 | 1655 |
| OLPX | OLAPLEX HOLDINGS INC | 553,090,281 | $736.6M | 131 | 0 | 1 | 0 | 132 |
| IP | INTERNATIONAL PAPER CO | 463,124,648 | $15.4B | 814 | 5 | 4 | 2 | 825 |
| MCD | MCDONALD'S CORP | 447,590,447 | $129.1B | 3408 | 18 | 14 | 2 | 3449 |
| TSCO | TRACTOR SUPPLY COMPANY | 440,215,102 | $21.3B | 1167 | 5 | 9 | 0 | 1184 |
| LOW | LOWE'S COS INC | 384,159,742 | $88.7B | 2587 | 13 | 11 | 2 | 2623 |
| CHWY | CHEWY INC - CLASS A | 374,401,303 | $12.2B | 547 | 4 | 2 | 1 | 556 |
| PDD | PDD HOLDINGS INC | 373,287,620 | $40.2B | 545 | 5 | 3 | 3 | 556 |
| DKNG | DRAFTKINGS INC-CL A | 361,852,847 | $12.0B | 770 | 4 | 4 | 0 | 784 |
| SE | SEA LTD-ADR | 353,875,105 | $40.0B | 826 | 4 | 10 | 4 | 843 |
| EBAY | EBAY INC | 341,434,361 | $27.8B | 1151 | 7 | 7 | 1 | 1171 |
| MCW | MISTER CAR WASH INC | 321,142,182 | $1.8B | 210 | 0 | 1 | 0 | 211 |
| PTON | PELOTON INTERACTIVE INC-A | 319,313,440 | $1.9B | 416 | 0 | 2 | 1 | 422 |
| NIO | NIO INC - ADR | 307,938,053 | $1.5B | 408 | 6 | 3 | 0 | 420 |
| GPK | GRAPHIC PACKAGING HOLDING CO | 303,011,892 | $4.4B | 415 | 6 | 1 | 1 | 422 |
| ABNB | AIRBNB INC-CLASS A | 296,364,721 | $38.8B | 1226 | 6 | 9 | 0 | 1246 |
| WOOF | PETCO HEALTH AND WELLNESS CO | 288,496,115 | $808.7M | 204 | 1 | 0 | 1 | 206 |
| VFC | VF CORP | 266,932,311 | $4.8B | 485 | 0 | 7 | 0 | 496 |
| MAT | MATTEL INC | 257,936,613 | $4.9B | 418 | 2 | 2 | 1 | 427 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | 245,177,491 | $33.1B | 1360 | 9 | 12 | 3 | 1385 |
| ROST | ROSS STORES INC | 245,016,439 | $41.6B | 1153 | 11 | 4 | 1 | 1172 |
| QSR | RESTAURANT BRANDS INTERN | 243,050,147 | $16.1B | 480 | 3 | 4 | 0 | 487 |
| LKQ | LKQ CORP | 239,261,663 | $7.1B | 520 | 4 | 4 | 1 | 531 |
| GT | GOODYEAR TIRE & RUBBER CO | 237,158,794 | $2.0B | 379 | 1 | 2 | 3 | 383 |
| VIPS | VIPSHOP HOLDINGS LTD - ADR | 235,607,820 | $3.6B | 294 | 5 | 1 | 0 | 302 |
| LVS | LAS VEGAS SANDS CORP | 233,461,768 | $14.3B | 759 | 5 | 3 | 1 | 772 |
| ROL | ROLLINS INC | 231,383,540 | $13.4B | 839 | 6 | 2 | 0 | 850 |
| DHI | DR HORTON INC | 210,222,362 | $29.5B | 1118 | 7 | 11 | 1 | 1138 |
| YUMC | YUM CHINA HOLDINGS INC | 208,992,614 | $9.8B | 636 | 6 | 2 | 0 | 647 |
| M | MACY'S INC | 206,156,739 | $4.3B | 473 | 1 | 5 | 0 | 483 |
| CZR | CAESARS ENTERTAINMENT INC | 203,245,584 | $4.3B | 357 | 2 | 0 | 4 | 363 |
| YUM | YUM! BRANDS INC | 197,062,773 | $27.5B | 1341 | 6 | 8 | 1 | 1360 |
| HLT | HILTON WORLDWIDE HOLDINGS IN | 192,597,551 | $52.1B | 1096 | 6 | 8 | 0 | 1113 |
| GAP | GAP INC/THE | 188,716,732 | $4.7B | 505 | 2 | 2 | 1 | 511 |
| BALL | BALL CORP | 188,470,372 | $8.6B | 693 | 1 | 5 | 2 | 701 |
| BWA | BORGWARNER INC | 187,784,309 | $7.9B | 641 | 3 | 5 | 0 | 652 |
| MBLY | MOBILEYE GLOBAL INC-A | 182,116,195 | $1.8B | 283 | 2 | 2 | 1 | 287 |
| TPX | TEMPUR SEALY INTERNATIONAL I | 177,927,194 | $15.7B | 529 | 4 | 2 | 0 | 538 |