Thor Industries
405 hedge funds and large institutions have $4.18B invested in Thor Industries in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 140 increasing their positions, 149 reducing their positions, and 68 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3.03% more ownership
Funds ownership: 100.53% → 103.56% (+3%)
9% more call options, than puts
Call options by funds: $42.8M | Put options by funds: $39.3M
6% less repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 149
4% less funds holding
Funds holding: 421 → 405 (-16)
18% less capital invested
Capital invested by funds: $5.12B → $4.18B (-$943M)
19% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AACR
ACR Alpine Capital Research
St. Louis,
Missouri
|
+$126M |
| 2 |
SCA
Southpoint Capital Advisors
New York
|
+$60.6M |
| 3 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$38.5M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$30.7M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$52M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$34.8M |
| 3 |
Renaissance Technologies
New York
|
-$20.7M |
| 4 |
Millennium Management
New York
|
-$17M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$15.3M |
THO Hedge Fund Activity: Q1 2025 in Review
405 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q1 2025, worth a combined $4.18B — down 18% from $5.12B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of THO and 55 opened new positions — a net loss of 13 holders — while 149 trimmed existing stakes and 140 added.
The largest buyer was ACR Alpine Capital Research, adding an estimated $126M. The largest seller was Royal London Asset Management, cutting an estimated $52M.
- 405 institutional investors held Thor Industries (THO) as of Q1 2025, down from 421 in Q4 2024.
- Funds reported $4.18B of Thor Industries stock for Q1 2025, down 18% quarter-over-quarter.
- 55 funds opened new Thor Industries positions in Q1 2025 and 68 closed out, a net change of -13 holders.
- The largest Thor Industries buyer in Q1 2025 was ACR Alpine Capital Research, an estimated $126M added.
- The largest Thor Industries seller in Q1 2025 was Royal London Asset Management, an estimated $52M sold.
Based on aggregated 13F filings for Q1 2025.