O'Reilly Automotive
ORLY
1,606 hedge funds and large institutions have $65B invested in O'Reilly Automotive in 2025 Q2 according to their latest regulatory filings, with 170 funds opening new positions, 598 increasing their positions, 582 reducing their positions, and 95 closing their positions.
79% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 95
11% more call options, than puts
Call options by funds: $301M | Put options by funds: $272M
3% more funds holding
Funds holding: 1,552 → 1,606 (+54)
3% more repeat investments, than reductions
Existing positions increased: 598 | Existing positions reduced: 582
5.39% less ownership
Funds ownership: 1,271.52% → 1,266.13% (-5.4%)
6% less capital invested
Capital invested by funds: $69.5B → $65B (-$4.45B)
30% less funds holding in top 10
Funds holding in top 10: 60 → 42 (-18)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$446M |
| 2 |
Jennison Associates
New York
|
+$282M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$256M |
| 4 |
Squarepoint
New York
|
+$240M |
| 5 |
BlackRock
New York
|
+$210M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$503M |
| 2 |
Amundi
Paris,
France
|
-$430M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$392M |
| 4 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$328M |
| 5 |
ACM
AKRE Capital Management
Middleburg,
Virginia
|
-$323M |
ORLY Hedge Fund Activity: Q2 2025 in Review
1,606 of the 7,613 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q2 2025, worth a combined $65B — down 6.4% from $69.5B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new ORLY positions and 95 closed out — a net gain of 75 holders — while 598 added to existing stakes and 582 trimmed.
The largest buyer was Victory Capital Management, adding an estimated $446M. The largest seller was Wellington Management Group, cutting an estimated $503M.
- 1,606 institutional investors held O'Reilly Automotive (ORLY) as of Q2 2025, up from 1,552 in Q1 2025.
- Funds reported $65B of O'Reilly Automotive stock for Q2 2025, down 6.4% quarter-over-quarter.
- 170 funds opened new O'Reilly Automotive positions in Q2 2025 and 95 closed out, a net change of +75 holders.
- The largest O'Reilly Automotive buyer in Q2 2025 was Victory Capital Management, an estimated $446M added.
- The largest O'Reilly Automotive seller in Q2 2025 was Wellington Management Group, an estimated $503M sold.
Based on aggregated 13F filings for Q2 2025.