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Thor Industries

402 hedge funds and large institutions have $5.01B invested in Thor Industries in 2025 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 158 increasing their positions, 128 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 128

19% more capital invested

Capital invested by funds: $4.21B → $5.01B (+$808M)

1.86% more ownership

Funds ownership: 104.25%106.11% (+1.9%)

7% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 56

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 403402 (-1)

72% less call options, than puts

Call options by funds: $24.6M | Put options by funds: $87.3M

Holders
402
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
5.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
60
Increased
158
Reduced
128
Closed
56
Calls
$24.6M
Puts
$87.3M
Net Calls
-$62.7M
Net Calls Change
-$66.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$478M +$534K +6,755 +0.1%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$462M +$4.89M +61,892 +1%
BlackRock
3
BlackRock
New York
$419M +$3M +37,933 +0.8%
AACR
4
ACR Alpine Capital Research
Missouri
$379M +$61.8M +782,114 +22%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$264M +$1.08M +13,715 +0.5%
TAM
6
Timucuan Asset Management
Florida
$238M +$17.9M +225,997 +9%
Capital Research Global Investors
7
Capital Research Global Investors
California
$203M +$6.25M +79,074 +4%
State Street
8
State Street
Massachusetts
$151M -$537K -6,800 -0.4%
JP Morgan Chase
9
JP Morgan Chase
New York
$124M -$18.3M -231,927 -14%
Harris Associates
10
Harris Associates
Illinois
$118M -$11.3M -142,727 -10%
American Century Companies
11
American Century Companies
Missouri
$104M +$13.2M +166,895 +17%
MAM
12
Madison Asset Management
Wisconsin
$98.9M +$3.8M +48,079 +5%
SCA
13
Southpoint Capital Advisors
New York
$88.8M -$19.7M -250,000 -20%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$80.8M -$130K -1,644 -0.2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$74.9M +$4.45M +56,377 +7%
Goldman Sachs
16
Goldman Sachs
New York
$65.3M +$50.3M +636,707 +646%
Royal London Asset Management
17
Royal London Asset Management
United Kingdom
$64.8M -$49.4M -625,503 -46%
Wells Fargo
18
Wells Fargo
California
$61.8M -$716K -9,067 -1%
Balyasny Asset Management
19
Balyasny Asset Management
Illinois
$61.8M -$6.14M -77,759 -10%
OAM
20
Oppenheimer Asset Management
New York
$59.7M +$9.88M +125,035 +23%
DRZID
21
DePrince Race & Zollo Inc (DRZ)
Florida
$59.7M +$26.1M +330,588 +97%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$57.8M +$19M +240,809 +59%
CCM
23
Candlestick Capital Management
Connecticut
$57.1M +$328K +4,157 +0.7%
Charles Schwab
24
Charles Schwab
California
$55.9M +$1.33M +16,802 +3%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$52.1M +$11.7M +147,914 +34%

THO Hedge Fund Activity: Q2 2025 in Review

402 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q2 2025, worth a combined $5.01B — up 19% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new THO positions and 56 closed out — a net gain of 4 holders — while 158 added to existing stakes and 128 trimmed.

The largest buyer was ACR Alpine Capital Research, adding an estimated $61.8M. The largest seller was Mirabella Financial Services, cutting an estimated $59.6M.

  • 402 institutional investors held Thor Industries (THO) as of Q2 2025, down from 403 in Q1 2025.
  • Funds reported $5.01B of Thor Industries stock for Q2 2025, up 19% quarter-over-quarter.
  • 60 funds opened new Thor Industries positions in Q2 2025 and 56 closed out, a net change of +4 holders.
  • The largest Thor Industries buyer in Q2 2025 was ACR Alpine Capital Research, an estimated $61.8M added.
  • The largest Thor Industries seller in Q2 2025 was Mirabella Financial Services, an estimated $59.6M sold.

Based on aggregated 13F filings for Q2 2025.