Harley-Davidson
396 hedge funds and large institutions have $2.53B invested in Harley-Davidson in 2025 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 123 increasing their positions, 142 reducing their positions, and 50 closing their positions.
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
2% more funds holding
Funds holding: 390 → 396 (+6)
2.53% less ownership
Funds ownership: 90.64% → 88.11% (-2.5%)
11% less capital invested
Capital invested by funds: $2.85B → $2.53B (-$325M)
12% less call options, than puts
Call options by funds: $58M | Put options by funds: $65.9M
13% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 142
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSC
Donald Smith & Co
New York
|
+$50.1M |
| 2 |
Millennium Management
New York
|
+$29.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$15.8M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$12.2M |
| 5 |
Bank of New York Mellon
New York
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HPM
H. Partners Management
New York
|
-$78.4M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$56.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$32.3M |
| 4 |
BAM
Brickwood Asset Management
London,
United Kingdom
|
-$28.9M |
| 5 |
BlackRock
New York
|
-$15.8M |
HOG Hedge Fund Activity: Q2 2025 in Review
396 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Harley-Davidson (HOG) for Q2 2025, worth a combined $2.53B — down 11% from $2.85B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new HOG positions and 50 closed out — a net gain of 9 holders — while 123 added to existing stakes and 142 trimmed.
The largest buyer was Donald Smith & Co, adding an estimated $50.1M. The largest seller was H. Partners Management, cutting an estimated $78.4M.
- 396 institutional investors held Harley-Davidson (HOG) as of Q2 2025, up from 390 in Q1 2025.
- Funds reported $2.53B of Harley-Davidson stock for Q2 2025, down 11% quarter-over-quarter.
- 59 funds opened new Harley-Davidson positions in Q2 2025 and 50 closed out, a net change of +9 holders.
- The largest Harley-Davidson buyer in Q2 2025 was Donald Smith & Co, an estimated $50.1M added.
- The largest Harley-Davidson seller in Q2 2025 was H. Partners Management, an estimated $78.4M sold.
Based on aggregated 13F filings for Q2 2025.