Harley-Davidson
395 hedge funds and large institutions have $2.16B invested in Harley-Davidson in 2026 Q1 according to their latest regulatory filings, with 80 funds opening new positions, 136 increasing their positions, 92 reducing their positions, and 60 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
48% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 92
33% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 60
3.73% more ownership
Funds ownership: 91.6% → 95.33% (+3.7%)
2% more funds holding
Funds holding: 386 → 395 (+9)
3% less capital invested
Capital invested by funds: $2.22B → $2.16B (-$62.9M)
29% less call options, than puts
Call options by funds: $39.1M | Put options by funds: $55M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCCM
Gate City Capital Management
Chicago,
Illinois
|
+$44.5M |
| 2 |
F
FIFTHDELTA
London,
United Kingdom
|
+$33M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$31.7M |
| 4 |
TAM
Third Avenue Management
New York
|
+$28.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BGC
Beutel, Goodman & Co
Toronto,
Ontario, Canada
|
-$131M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$114M |
| 3 |
HPM
H. Partners Management
New York
|
-$51.2M |
| 4 |
SG Americas Securities
New York
|
-$18.9M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$14.9M |
HOG Hedge Fund Activity: Q1 2026 in Review
395 of the 8,129 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q1 2026, worth a combined $2.16B — down 2.8% from $2.22B a quarter earlier.
Buyers outnumbered sellers: 80 funds opened new HOG positions and 60 closed out — a net gain of 20 holders — while 136 added to existing stakes and 92 trimmed.
The largest buyer was Gate City Capital Management, opening a new position worth an estimated $44.5M. The largest seller was Beutel, Goodman & Co, exiting entirely with an estimated $131M sold.
- 395 institutional investors held Harley-Davidson (HOG) as of Q1 2026, up from 386 in Q4 2025.
- Funds reported $2.16B of Harley-Davidson stock for Q1 2026, down 2.8% quarter-over-quarter.
- 80 funds opened new Harley-Davidson positions in Q1 2026 and 60 closed out, a net change of +20 holders.
- The largest Harley-Davidson buyer in Q1 2026 was Gate City Capital Management, an estimated $44.5M added.
- The largest Harley-Davidson seller in Q1 2026 was Beutel, Goodman & Co, an estimated $131M sold.
Based on aggregated 13F filings for Q1 2026.