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Thor Industries

416 hedge funds and large institutions have $5.4B invested in Thor Industries in 2025 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 123 increasing their positions, 147 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $76.8M | Put options by funds: $45.9M

48% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 42

8% more capital invested

Capital invested by funds: $5.01B → $5.4B (+$383M)

3% more funds holding

Funds holding: 402416 (+14)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8.29% less ownership

Funds ownership: 106.11%97.82% (-8.3%)

16% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 147

Holders
416
Holders Change
+14
Holders Change %
+3.48%
% of All Funds
5.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
62
Increased
123
Reduced
147
Closed
42
Calls
$76.8M
Puts
$45.9M
Net Calls
+$30.9M
Net Calls Change
+$93.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$553M -$4.65M -46,133 -0.9%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$529M -$10.3M -102,023 -2%
BlackRock
3
BlackRock
New York
$483M -$5.88M -58,374 -1%
AACR
4
ACR Alpine Capital Research
Missouri
$426M -$15.9M -157,961 -4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$311M +$2.93M +29,075 +1%
TAM
6
Timucuan Asset Management
Florida
$276M -$1.61M -15,962 -0.6%
State Street
7
State Street
Massachusetts
$173M -$2.89M -28,701 -2%
Capital Research Global Investors
8
Capital Research Global Investors
California
$159M -$76.1M -755,929 -33%
American Century Companies
9
American Century Companies
Missouri
$141M +$19.7M +195,357 +17%
JP Morgan Chase
10
JP Morgan Chase
New York
$136M -$8.29M -82,341 -6%
MAM
11
Madison Asset Management
Wisconsin
$114M -$1.13M -11,190 -1%
Harris Associates
12
Harris Associates
Illinois
$112M -$24.7M -244,871 -18%
Morgan Stanley
13
Morgan Stanley
New York
$103M +$64.7M +642,179 +184%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$99.8M +$5.28M +52,402 +6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$87.9M +$482K +4,786 +0.6%
Natixis Advisors
16
Natixis Advisors
Massachusetts
$71.2M +$3.56M +35,294 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$70.6M +$12.6M +124,693 +22%
Wells Fargo
18
Wells Fargo
California
$70.3M -$1.84M -18,296 -3%
OAM
19
Oppenheimer Asset Management
New York
$69.6M -$118K -1,171 -0.2%
Charles Schwab
20
Charles Schwab
California
$67.1M +$1.81M +17,990 +3%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$59.9M -$868K -8,614 -1%
CCM
22
Candlestick Capital Management
Connecticut
$57.2M -$9.19M -91,266 -14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$53.6M -$1.36M -13,517 -3%
DRZID
24
DePrince Race & Zollo Inc (DRZ)
Florida
$50.5M -$18.7M -185,198 -28%
Northern Trust
25
Northern Trust
Illinois
$49.4M -$1.88M -18,683 -4%

THO Hedge Fund Activity: Q3 2025 in Review

416 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q3 2025, worth a combined $5.4B — up 7.6% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new THO positions and 42 closed out — a net gain of 20 holders — while 123 added to existing stakes and 147 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $64.7M. The largest seller was Southpoint Capital Advisors, exiting entirely with an estimated $88.8M sold.

  • 416 institutional investors held Thor Industries (THO) as of Q3 2025, up from 402 in Q2 2025.
  • Funds reported $5.4B of Thor Industries stock for Q3 2025, up 7.6% quarter-over-quarter.
  • 62 funds opened new Thor Industries positions in Q3 2025 and 42 closed out, a net change of +20 holders.
  • The largest Thor Industries buyer in Q3 2025 was Morgan Stanley, an estimated $64.7M added.
  • The largest Thor Industries seller in Q3 2025 was Southpoint Capital Advisors, an estimated $88.8M sold.

Based on aggregated 13F filings for Q3 2025.