O'Reilly Automotive
ORLY
1,657 hedge funds and large institutions have $65.3B invested in O'Reilly Automotive in 2026 Q1 according to their latest regulatory filings, with 123 funds opening new positions, 611 increasing their positions, 669 reducing their positions, and 158 closing their positions.
53% more call options, than puts
Call options by funds: $202M | Put options by funds: $132M
2% less capital invested
Capital invested by funds: $66.4B → $65.3B (-$1.06B)
9% less repeat investments, than reductions
Existing positions increased: 611 | Existing positions reduced: 669
1.78% less ownership
Funds ownership: 86.16% → 84.38% (-1.8%)
4% less funds holding
Funds holding: 1,720 → 1,657 (-63)
5% less funds holding in top 10
Funds holding in top 10: 42 → 40 (-2)
22% less first-time investments, than exits
New positions opened: 123 | Existing positions closed: 158
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
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
1,657 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in O'Reilly Automotive (ORLY) for Q1 2026, worth a combined $65.3B — down 1.6% from $66.4B a quarter earlier.
Sellers outnumbered buyers: 158 funds closed out of ORLY and 123 opened new positions — a net loss of 35 holders — while 669 trimmed existing stakes and 611 added.
The largest buyer was Nuveen, adding an estimated $349M. The largest seller was Wellington Management Group, cutting an estimated $600M.
- 1,657 institutional investors held O'Reilly Automotive (ORLY) as of Q1 2026, down from 1,720 in Q4 2025.
- Funds reported $65.3B of O'Reilly Automotive stock for Q1 2026, down 1.6% quarter-over-quarter.
- 123 funds opened new O'Reilly Automotive positions in Q1 2026 and 158 closed out, a net change of -35 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.