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O'Reilly Automotive

1,656 hedge funds and large institutions have $65.4B invested in O'Reilly Automotive in 2026 Q2 according to their latest regulatory filings, with 155 funds opening new positions, 560 increasing their positions, 691 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 130

13% more call options, than puts

Call options by funds: $213M | Put options by funds: $187M

1.33% more ownership

Funds ownership: 84.38%85.71% (+1.3%)

0% more capital invested

Capital invested by funds: $65.3B → $65.4B (+$66.5M)

0% more funds holding

Funds holding: 1,6561,656 (0)

3% less funds holding in top 10

Funds holding in top 10: 4039 (-1)

19% less repeat investments, than reductions

Existing positions increased: 560 | Existing positions reduced: 691

Holders
1,656
Holders Change
Holders Change %
0%
% of All Funds
20%
Holding in Top 10
39
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.5%
% of All Funds
0.47%
New
155
Increased
560
Reduced
691
Closed
130
Calls
$213M
Puts
$187M
Net Calls
+$25.2M
Net Calls Change
-$44.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
51
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$233M +$95.3M +1,045,026 +70%
CBU
52
CIBC Bancorp USA
Illinois
$232M +$57.8M +633,962 +34%
Dimensional Fund Advisors
53
Dimensional Fund Advisors
Texas
$219M +$12.5M +137,055 +6%
Swiss National Bank
54
Swiss National Bank
Switzerland
$217M -$10.7M -117,500 -5%
Franklin Resources
55
Franklin Resources
California
$213M +$105M +1,155,284 +99%
National Pension Service
56
National Pension Service
South Korea
$210M +$3.99M +43,770 +2%
Stifel Financial
57
Stifel Financial
Missouri
$204M -$7.59M -83,204 -4%
First Manhattan
58
First Manhattan
New York
$204M -$4.99M -54,723 -2%
ACM
59
AKRE Capital Management
Virginia
$199M -$157M -1,723,995 -44%
Luther King Capital Management (LKCM)
60
Luther King Capital Management (LKCM)
Texas
$196M -$7.52M -82,400 -4%
Point72 Asset Management
61
Point72 Asset Management
Connecticut
$194M -$3.72M -40,801 -2%
Mitsubishi UFJ Asset Management
62
Mitsubishi UFJ Asset Management
Japan
$193M +$11.1M +121,539 +6%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$192M -$3.81M -41,794 -2%
Loomis, Sayles & Company
64
Loomis, Sayles & Company
Massachusetts
$187M -$6.57M -71,975 -3%
Sumitomo Mitsui Trust Group
65
Sumitomo Mitsui Trust Group
Japan
$187M +$10.5K +115 +0%
Neuberger Berman Group
66
Neuberger Berman Group
New York
$184M +$24.8M +271,976 +16%
JCM
67
Junto Capital Management
New York
$183M +$181M +1,982,469 New
Raymond James Financial
68
Raymond James Financial
Florida
$178M -$8.93M -97,945 -5%
Squarepoint
69
Squarepoint
New York
$178M -$39.6M -434,220 -18%
HSBC Holdings
70
HSBC Holdings
United Kingdom
$174M +$7.05M +77,321 +4%
William Blair Investment Management
71
William Blair Investment Management
Illinois
$171M -$32.4M -355,032 -16%
Natixis Advisors
72
Natixis Advisors
Massachusetts
$170M +$17.9M +195,745 +12%
Barclays
73
Barclays
United Kingdom
$166M -$104M -1,143,938 -39%
Vanguard Global Advisers
74
Vanguard Global Advisers
Pennsylvania
$165M -$5.06M -55,498 -3%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$157M +$16.8M +183,874 +12%

ORLY Hedge Fund Activity: Q2 2026 in Review

1,656 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q2 2026, worth a combined $65.4B — up 0.1% from $65.3B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new ORLY positions and 130 closed out — a net gain of 25 holders — while 560 added to existing stakes and 691 trimmed.

The largest buyer was Jane Street, adding an estimated $368M. The largest seller was Wellington Management Group, cutting an estimated $477M.

  • 1,656 institutional investors held O'Reilly Automotive (ORLY) as of Q2 2026, unchanged from Q1 2026.
  • Funds reported $65.4B of O'Reilly Automotive stock for Q2 2026, up 0.1% quarter-over-quarter.
  • 155 funds opened new O'Reilly Automotive positions in Q2 2026 and 130 closed out, a net change of +25 holders.
  • The largest O'Reilly Automotive buyer in Q2 2026 was Jane Street, an estimated $368M added.
  • The largest O'Reilly Automotive seller in Q2 2026 was Wellington Management Group, an estimated $477M sold.

Based on aggregated 13F filings for Q2 2026.