Most sold consumer cyclical stocks in Q2 2025
See which Consumer Cyclical stocks institutional investors trimmed or exited the most in Q2 2025, measured as net reductions in reported share positions from Q1 2025 into Q2 2025. Notable reductions at the top of this list include GAP INC/THE (GAP), HONDA MOTOR CO LTD-SPONS ADR (HMC), DANA INC (DAN), GARRETT MOTION INC (GTX). 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 |
|---|---|---|---|---|---|---|---|---|
| GAP | GAP INC/THE | -22,816,685 | -$463.15M | 1 | 0 | 1 | 0 | 2 |
| HMC | HONDA MOTOR CO LTD-SPONS ADR | -21,018,670 | -$569.01M | 0 | 1 | 2 | 0 | 3 |
| DAN | DANA INC | -15,310,691 | -$201.82M | 0 | 1 | 1 | 1 | 2 |
| GTX | GARRETT MOTION INC | -6,571,418 | $26.35M | 0 | 1 | 1 | 1 | 3 |
| SKX | SKECHERS USA INC-CL A | -5,764,279 | -$327.06M | 2 | 0 | 0 | 1 | 2 |
| TOL | TOLL BROTHERS INC | -3,758,202 | -$348.91M | 0 | 3 | 0 | 1 | 3 |
| BALL | BALL CORP | -3,728,435 | -$146.54M | 0 | 0 | 2 | 0 | 2 |
| UAA | UNDER ARMOUR INC-CLASS A | -3,699,146 | -$15.26M | 0 | 0 | 2 | 0 | 3 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | -3,582,927 | -$929.42M | 0 | 2 | 6 | 2 | 10 |
| CVNA | CARVANA CO | -3,080,301 | $659.85M | 1 | 1 | 6 | 0 | 8 |
| BERY | BERRY GLOBAL GROUP INC | -2,500,247 | -$174.54M | 0 | 0 | 0 | 3 | 0 |
| SG | SWEETGREEN INC - CLASS A | -2,377,742 | -$81.40M | 1 | 0 | 1 | 1 | 2 |
| DADA | DADA NEXUS LTD-ADR | -2,033,100 | -$3.76M | 0 | 0 | 0 | 1 | 0 |
| QRTEA | QURATE RETAIL INC-SERIES A | -1,999,335 | -$402.07K | 0 | 0 | 0 | 3 | 0 |
| CCL | CARNIVAL CORP | -1,856,882 | $392.97M | 0 | 3 | 1 | 0 | 4 |
| RERE | ATRENEW INC | -1,651,600 | -$1.10M | 0 | 0 | 2 | 0 | 2 |
| VCSA | VACASA INC -CL A | -1,534,397 | -$8.26M | 0 | 0 | 0 | 2 | 0 |
| CMG | CHIPOTLE MEXICAN GRILL INC | -1,508,758 | $88.72M | 1 | 3 | 1 | 1 | 6 |
| UA | UNDER ARMOUR INC-CLASS C | -1,401,400 | -$7.90M | 0 | 0 | 1 | 0 | 1 |
| PTON | PELOTON INTERACTIVE INC-A | -1,290,434 | -$5.80M | 1 | 0 | 1 | 0 | 2 |
| HTHT | H WORLD GROUP LTD-ADR | -1,227,025 | -$52.87M | 0 | 1 | 1 | 1 | 3 |
| EXPE | EXPEDIA GROUP INC | -1,132,348 | -$190.18M | 0 | 1 | 1 | 1 | 2 |
| PDD | PDD HOLDINGS INC | -1,116,516 | -$362.58M | 1 | 3 | 3 | 2 | 8 |
| THRM | GENTHERM INC | -1,073,661 | -$28.19M | 0 | 1 | 1 | 1 | 2 |
| LVS | LAS VEGAS SANDS CORP | -1,071,353 | -$30.96M | 0 | 1 | 2 | 1 | 3 |
| LIND | LINDBLAD EXPEDITIONS HOLDING | -914,215 | $8.43M | 0 | 0 | 2 | 0 | 2 |
| HBI | HANESBRANDS INC | -886,948 | -$6.73M | 0 | 0 | 1 | 1 | 1 |
| DENN | DENNY'S CORP | -862,278 | $1.24M | 0 | 1 | 0 | 1 | 1 |
| SUP | SUPERIOR INDUSTRIES INTL | -841,211 | -$1.79M | 0 | 0 | 0 | 1 | 0 |
| BWA | BORGWARNER INC | -826,048 | -$3.98M | 1 | 2 | 2 | 0 | 5 |
| HYLN | HYLIION HOLDINGS CORP | -818,239 | -$1.25M | 0 | 0 | 1 | 0 | 1 |
| CZR | CAESARS ENTERTAINMENT INC | -710,915 | -$364.86K | 0 | 0 | 2 | 0 | 3 |
| NKE | NIKE INC -CL B | -658,565 | $77.01M | 1 | 5 | 4 | 1 | 11 |
| ABNB | AIRBNB INC-CLASS A | -639,283 | $128.30M | 0 | 3 | 4 | 0 | 7 |
| XPEV | XPENG INC - ADR | -638,806 | -$19.24M | 0 | 1 | 1 | 0 | 2 |
| WING | WINGSTOP INC | -637,298 | -$81.64M | 1 | 0 | 1 | 2 | 2 |
| DOOO | BRP INC/CA- SUB VOTING | -630,150 | $22.47M | 0 | 0 | 1 | 0 | 1 |
| PTVE | PACTIV EVERGREEN INC | -571,500 | -$10.29M | 0 | 0 | 0 | 1 | 0 |
| BFAM | BRIGHT HORIZONS FAMILY SOLUT | -568,078 | -$72.17M | 0 | 0 | 0 | 1 | 0 |
| VSCO | VICTORIA'S SECRET & CO | -553,963 | -$10.29M | 0 | 0 | 1 | 1 | 1 |
| CCK | CROWN HOLDINGS INC | -503,853 | -$28.55M | 0 | 0 | 3 | 0 | 3 |
| JD | JD.COM INC-ADR | -501,456 | -$265.93M | 1 | 4 | 1 | 1 | 7 |
| BYON | BEYOND INC | -491,700 | -$2.85M | 0 | 0 | 0 | 1 | 0 |
| BROS | DUTCH BROS INC-CLASS A | -483,386 | -$11.24M | 0 | 0 | 3 | 0 | 3 |
| PII | POLARIS INC | -450,479 | -$18.52M | 0 | 1 | 1 | 0 | 2 |
| SES | SES AI CORP | -450,000 | -$234.31K | 0 | 0 | 0 | 1 | 0 |
| TPR | TAPESTRY INC | -447,417 | -$14.91M | 1 | 0 | 1 | 0 | 2 |
| TLYS | TILLY'S INC-CLASS A SHRS | -420,314 | -$1.58M | 0 | 0 | 1 | 1 | 2 |
| JWN | NORDSTROM INC | -420,100 | -$10.27M | 0 | 0 | 0 | 1 | 0 |
| SHAK | SHAKE SHACK INC - CLASS A | -385,783 | -$33.41M | 2 | 0 | 0 | 1 | 2 |
Frequently asked questions about Most sold consumer cyclical stocks in Q2 2025
What are the most sold Consumer Cyclical stocks in Q2 2025?
The most sold consumer cyclical stocks in Q2 2025 are those with the largest decrease in reported share counts across tracked institutional investors compared to Q1 2025, based on SEC 13F filings.
Which consumer cyclical stocks did institutional investors trimmed or exited the most in Q2 2025?
Among the managers we track, net reductions were largest in companies such as GAP INC/THE (GAP), HONDA MOTOR CO LTD-SPONS ADR (HMC), DANA INC (DAN), based on aggregated 13F data.
How is institutional selling calculated?
Selling is calculated by summing the net decrease 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.