Harley-Davidson

HOG

Market cap $2.81B

HOG Hedge Fund Activity: Q1 2026 in Review

395 of the 8,125 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.