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Harley-Davidson

409 hedge funds and large institutions have $3.5B invested in Harley-Davidson in 2024 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 93 increasing their positions, 163 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.57% more ownership

Funds ownership: 88.66%91.22% (+2.6%)

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

2% less funds holding

Funds holding: 419409 (-10)

20% less call options, than puts

Call options by funds: $50.8M | Put options by funds: $63.1M

22% less capital invested

Capital invested by funds: $4.5B → $3.5B (-$993M)

43% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 163

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
409
Holders Change
-10
Holders Change %
-2.39%
% of All Funds
5.39%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
67
Increased
93
Reduced
163
Closed
72
Calls
$50.8M
Puts
$63.1M
Net Calls
-$12.3M
Net Calls Change
-$7.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$384M -$12.2M -368,363 -3%
HPM
2
H. Partners Management
New York
$340M
BlackRock
3
BlackRock
New York
$321M +$2.42M +73,112 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$232M -$23.5M -710,686 -8%
BGC
5
Beutel, Goodman & Co
Ontario, Canada
$228M -$861K -25,983 -0.3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$206M +$11M +332,928 +5%
Boston Partners
7
Boston Partners
Massachusetts
$193M -$32.2M -970,954 -13%
LSV Asset Management
8
LSV Asset Management
Illinois
$166M +$644K +19,453 +0.4%
Pacer Advisors
9
Pacer Advisors
Pennsylvania
$165M +$42.6M +1,285,225 +31%
State Street
10
State Street
Massachusetts
$115M +$1.04M +31,346 +0.8%
American Century Companies
11
American Century Companies
Missouri
$105M +$14.4M +435,200 +14%
Citadel Advisors
12
Citadel Advisors
Florida
$81M +$62.7M +1,894,044 +239%
Morgan Stanley
13
Morgan Stanley
New York
$62.3M +$5.98M +180,465 +10%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$61M -$2.06M -62,224 -3%
UBS Group
15
UBS Group
Switzerland
$55.3M +$55.4M +1,671,047 +1,018%
DSC
16
Donald Smith & Co
New York
$50.4M +$55.4M +1,671,679 New
Brown Advisory
17
Brown Advisory
Maryland
$47.3M +$2.37M +71,495 +5%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$44.3M +$5.23M +157,939 +12%
Charles Schwab
19
Charles Schwab
California
$38.3M -$854K -25,770 -2%
Northern Trust
20
Northern Trust
Illinois
$32M +$5.89M +177,748 +20%
BAM
21
Brickwood Asset Management
United Kingdom
$27.8M +$30.5M +922,113 New
First Trust Advisors
22
First Trust Advisors
Illinois
$21.9M -$1.93M -58,364 -7%
Invesco
23
Invesco
Georgia
$21.3M +$2.63M +79,374 +13%
UBS AM
24
UBS AM
Illinois
$19M +$7.96M +240,411 +62%
Raymond James Financial
25
Raymond James Financial
Florida
$18.8M +$20.7M +624,036 New

HOG Hedge Fund Activity: Q4 2024 in Review

409 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q4 2024, worth a combined $3.5B — down 22% from $4.5B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of HOG and 67 opened new positions — a net loss of 5 holders — while 163 trimmed existing stakes and 93 added.

The largest buyer was Citadel Advisors, adding an estimated $62.7M. The largest seller was Jupiter Asset Management, cutting an estimated $72.2M.

  • 409 institutional investors held Harley-Davidson (HOG) as of Q4 2024, down from 419 in Q3 2024.
  • Funds reported $3.5B of Harley-Davidson stock for Q4 2024, down 22% quarter-over-quarter.
  • 67 funds opened new Harley-Davidson positions in Q4 2024 and 72 closed out, a net change of -5 holders.
  • The largest Harley-Davidson buyer in Q4 2024 was Citadel Advisors, an estimated $62.7M added.
  • The largest Harley-Davidson seller in Q4 2024 was Jupiter Asset Management, an estimated $72.2M sold.

Based on aggregated 13F filings for Q4 2024.