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Lithia Motors

452 hedge funds and large institutions have $7.68B invested in Lithia Motors in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 62

0% less funds holding

Funds holding: 453452 (-1)

2% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $26.1M

5.77% less ownership

Funds ownership: 100.56%94.79% (-5.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

13% less capital invested

Capital invested by funds: $8.82B → $7.68B (-$1.14B)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.1%
New
64
Increased
144
Reduced
169
Closed
62
Calls
$25.6M
Puts
$26.1M
Net Calls
-$466K
Net Calls Change
+$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
226
Aristides Capital
Kentucky
$817K +$419K +1,300 +101%
AI
227
Atria Investments
North Carolina
$817K -$12.3K -38 -1%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$811K -$130K -403 -14%
CP
229
Camelot Portfolios
Ohio
$810K -$33.5K -104 -4%
QCG
230
Quadrant Capital Group
Ohio
$801K -$44.8K -139 -5%
Creative Planning
231
Creative Planning
Kansas
$788K +$147K +455 +22%
PCM
232
PenderFund Capital Management
British Columbia, Canada
$758K
SDIC
233
South Dakota Investment Council
South Dakota
$757K -$226K -700 -23%
SMC
234
Smith, Moore & Co
Missouri
$754K -$17.4K -54 -2%
STA
235
Summit Trail Advisors
New York
$749K +$506K +1,569 +196%
BHCM
236
Brevan Howard Capital Management
Jersey
$738K -$5.43M -16,820 -88%
OIA
237
OneDigital Investment Advisors
Kansas
$726K +$742K +2,299 New
Federated Hermes
238
Federated Hermes
Pennsylvania
$724K -$45.2K -140 -6%
QCM
239
QRG Capital Management
Illinois
$723K +$55.2K +171 +8%
CCIA
240
Campbell & Co Investment Adviser
Maryland
$721K +$456K +1,414 +163%
Commonwealth Equity Services
241
Commonwealth Equity Services
Massachusetts
$721K +$473K +1,466 +180%
AIM
242
Aigen Investment Management
New York
$717K +$732K +2,270 New
TSS
243
Two Sigma Securities
New York
$717K +$732K +2,268 New
CGH
244
Crossmark Global Holdings
Texas
$715K -$1.31M -4,061 -64%
IA
245
IFP Advisors
Florida
$694K +$6.13K +19 +0.9%
VI
246
Vestcor Inc
New Brunswick, Canada
$682K
Mariner
247
Mariner
Kansas
$674K -$266K -826 -28%
HSA
248
Hussman Strategic Advisors
Maryland
$664K
YMRC
249
Yorktown Management & Research Company
Virginia
$664K
PNC Financial Services Group
250
PNC Financial Services Group
Pennsylvania
$654K +$16.5K +51 +3%

LAD Hedge Fund Activity: Q3 2025 in Review

452 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2025, worth a combined $7.68B — down 13% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LAD positions and 62 closed out — a net gain of 2 holders — while 144 added to existing stakes and 169 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $46.3M. The largest seller was BlackRock, cutting an estimated $77M.

  • 452 institutional investors held Lithia Motors (LAD) as of Q3 2025, down from 453 in Q2 2025.
  • Funds reported $7.68B of Lithia Motors stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Lithia Motors positions in Q3 2025 and 62 closed out, a net change of +2 holders.
  • The largest Lithia Motors buyer in Q3 2025 was River Road Asset Management, an estimated $46.3M added.
  • The largest Lithia Motors seller in Q3 2025 was BlackRock, an estimated $77M sold.

Based on aggregated 13F filings for Q3 2025.