O'Reilly Automotive
ORLY
1,649 hedge funds and large institutions have $65.3B invested in O'Reilly Automotive in 2026 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 608 increasing their positions, 667 reducing their positions, and 157 closing their positions.
52% more call options, than puts
Call options by funds: $200M | Put options by funds: $132M
2% less capital invested
Capital invested by funds: $66.5B → $65.3B (-$1.16B)
9% less repeat investments, than reductions
Existing positions increased: 608 | Existing positions reduced: 667
1.91% less ownership
Funds ownership: 86.29% → 84.37% (-1.9%)
4% less funds holding
Funds holding: 1,719 → 1,649 (-70)
5% less funds holding in top 10
Funds holding in top 10: 42 → 40 (-2)
24% less first-time investments, than exits
New positions opened: 120 | Existing positions closed: 157
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$349M |
| 2 |
D.E. Shaw & Co
New York
|
+$321M |
| 3 |
Winslow Capital Management
Minneapolis,
Minnesota
|
+$275M |
| 4 |
Two Sigma Investments
New York
|
+$251M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
+$201M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$600M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$334M |
| 3 |
AIM
Alphinity Investment Management
Sydney,
Australia
|
-$325M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$302M |
| 5 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$266M |
ORLY Hedge Fund Activity: Q1 2026 in Review
1,649 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2026, worth a combined $65.3B — down 1.7% from $66.5B a quarter earlier.
Sellers outnumbered buyers: 157 funds closed out of ORLY and 120 opened new positions — a net loss of 37 holders — while 667 trimmed existing stakes and 608 added.
The largest buyer was Nuveen, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $600M.
- 1,649 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2026, down from 1,719 in Q4 2025.
- Funds reported $65.3B of O'Reilly Automotive stock for Q1 2026, down 1.7% quarter-over-quarter.
- 120 funds opened new O'Reilly Automotive positions in Q1 2026 and 157 closed out, a net change of -37 holders.
- The largest O'Reilly Automotive buyer in Q1 2026 was Nuveen, an estimated $349M added.
- The largest O'Reilly Automotive seller in Q1 2026 was Wellington Management Group, an estimated $600M sold.
Based on aggregated 13F filings for Q1 2026.