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O'Reilly Automotive
ORLY

1,171 hedge funds and large institutions have $44B invested in O'Reilly Automotive in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 400 increasing their positions, 478 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.38% more ownership

Funds ownership: 1,262.14% → 1,279.52% (+17%)

0% less capital invested

Capital invested by funds: $44.2B → $44B (-$185M)

1% less call options, than puts

Call options by funds: $232M | Put options by funds: $234M

9% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 91

2% less funds holding

Funds holding: 1,198 → 1,171 (-27)

16% less repeat investments, than reductions

Existing positions increased: 400 | Existing positions reduced: 478

19% less funds holding in top 10

Funds holding in top 10: 47 → 38 (-9)

Holders
1,171
Holders Change
-27
Holders Change %
-2.25%
% of All Funds
18.66%
Holding in Top 10
38
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-19.15%
% of All Funds
0.61%
New
83
Increased
400
Reduced
478
Closed
91
Calls
$232M
Puts
$234M
Net Calls
-$1.46M
Net Calls Change
-$6.66M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$707M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$450M
3
Winslow Capital Management
Winslow Capital Management
Minnesota
+$290M
4
Bank of America
Bank of America
North Carolina
+$215M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$92.1M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$237M
2
AIM
Allen Investment Management
New York
-$179M
3
Amundi
Amundi
France
-$175M
4
Invesco
Invesco
Georgia
-$123M
5
Man Group
Man Group
United Kingdom
-$97.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
1151
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$3K – – –
TAIM
1152
TD Ameritrade Investment Management
Nebraska
$3K – – –
CTA
1153
Colonial Trust Advisors
South Carolina
$2.55K -$822 -15 -25%
GTAM
1154
Global Trust Asset Management
Florida
$2.55K – – –
TIM
1155
Tortoise Investment Management
New York
$2.55K – – –
CCMI
1156
Creative Capital Management Investments
California
$2.55K +$2.47K +45 New
CAL
1157
Capital Analysts LLC
Pennsylvania
$2K – – –
VNA
1158
Valley National Advisers
Pennsylvania
$2K – – –
AW
1159
Avion Wealth
Texas
$2K +$822 +15 +50%
LCM
1160
Lynwood Capital Management
Ontario, Canada
$1.95K +$247K +4,500 New
GFPC
1161
Global Financial Private Client
Florida
$1.74K – – –
HWP
1162
Highline Wealth Partners
California
$1.7K – – –
CCP
1163
Carmel Capital Partners
California
$1.7K +$1.64K +30 New
ECM
1164
Everence Capital Management
Indiana
$1.54K – – –
PI
1165
PEAK6 Investments
Illinois
$1.48K -$822 -15 -33%
FSWA
1166
Financial Synergies Wealth Advisors
Texas
$849 – – –
SWA
1167
SOA Wealth Advisors
New York
$849 – – –
SOW
1168
State of Wyoming
Wyoming
$849 – – –
TWD
1169
True Wealth Design
Ohio
$849 – – –
WWM
1170
Wolff Wiese Magana
California
$849 – – –
UFF
1171
USA Financial Formulas
Michigan
$849 +$822 +15 New
EWP
1172
Elevation Wealth Partners
California
$13 – – –
PCFFS
1173
Pacific Center for Financial Services
California
$11 – – –
FGAM
1174
Financial Gravity Asset Management
Texas
$2 +$4.11K +75 +0.6%
DCP
1175
DSM Capital Partners
Florida
– -$95.4M -1,695,945 Closed
45 46
47
48 49

ORLY Hedge Fund Activity: Q1 2023 in Review

1,171 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2023, worth a combined $44B — down 0.42% from $44.2B a quarter earlier.

Sellers outnumbered buyers: 91 funds closed out of ORLY and 83 opened new positions — a net loss of 8 holders — while 478 trimmed existing stakes and 400 added.

The largest buyer was Envestnet Asset Management, adding an estimated $707M. The largest seller was JP Morgan Chase, cutting an estimated $237M.

  • 1,171 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2023, down from 1,198 in Q4 2022.
  • Funds reported $44B of O'Reilly Automotive stock for Q1 2023, down 0.42% quarter-over-quarter.
  • 83 funds opened new O'Reilly Automotive positions in Q1 2023 and 91 closed out, a net change of -8 holders.
  • The largest O'Reilly Automotive buyer in Q1 2023 was Envestnet Asset Management, an estimated $707M added.
  • The largest O'Reilly Automotive seller in Q1 2023 was JP Morgan Chase, an estimated $237M sold.

Based on aggregated 13F filings for Q1 2023.