What smart money is saying about Toyota
TM
No fund has written a full thesis on Toyota in our archive, but 1 fund letter reports a position in it, most recently Schafer Cullen Global High Dividend ADR in December 2025.
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1
Reported positions
0
Bought
0
Sold
2
Letters
Position history
Every position in Toyota on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- December 2025
“In the Consumer Discretionary sector, our position in Toyota Motor outperformed following an upward revision to its full-year operating income guidance and strong hybrid sales momentum in North America supported by a reduction in US auto tariffs.”
Toyota
Also mentioned · 1
These funds discuss Toyota as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedSageOne Investment Managers SLMPOctober 2026
“• Uber has a market capitalization equivalent to a significant portion of Toyota despite not owning the cars that provide its service.”
Toyota
Read the letters behind these Toyota positions
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