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Lithia Motors

478 hedge funds and large institutions have $7.99B invested in Lithia Motors in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 50

40% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $60M

6% more funds holding

Funds holding: 452478 (+26)

4.8% more ownership

Funds ownership: 94.79%99.6% (+4.8%)

4% more capital invested

Capital invested by funds: $7.68B → $7.99B (+$312M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

24% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 184

Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
5.81%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
85
Increased
140
Reduced
184
Closed
50
Calls
$84.1M
Puts
$60M
Net Calls
+$24.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
226
FORA Capital
Florida
$849K +$811K +2,554 New
CP
227
Camelot Portfolios
Ohio
$848K -$3.81K -12 -0.5%
Bank of Montreal
228
Bank of Montreal
Ontario, Canada
$831K -$21K -66 -3%
AssetMark Inc
229
AssetMark Inc
California
$799K +$184K +579 +32%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$799K -$125K -395 -14%
PCM
231
PenderFund Capital Management
British Columbia, Canada
$798K
NYLIM
232
New York Life Investment Management
New York
$769K -$98.8K -311 -12%
SMC
233
Smith, Moore & Co
Missouri
$761K -$30.8K -97 -4%
SSA
234
Schonfeld Strategic Advisors
New York
$754K -$1.25M -3,947 -63%
OTL
235
Oak Thistle LLC
New York
$749K +$443K +1,396 +163%
ARC
236
Advisor Resource Council
Texas
$729K +$706K +2,224 New
VI
237
Vestcor Inc
New Brunswick, Canada
$717K
IA
238
IFP Advisors
Florida
$709K -$19.7K -62 -3%
LCM
239
Legato Capital Management
California
$704K -$623K -1,961 -48%
JFG
240
Jefferies Financial Group
New York
$700K +$669K +2,106 New
YMRC
241
Yorktown Management & Research Company
Virginia
$698K
MCM
242
Moon Capital Management
New York
$693K -$1.76M -5,530 -73%
STA
243
Summit Trail Advisors
New York
$664K -$118K -373 -16%
M&T Bank
244
M&T Bank
New York
$652K +$293K +923 +89%
Federated Hermes
245
Federated Hermes
Pennsylvania
$648K -$108K -340 -15%
CGH
246
Crossmark Global Holdings
Texas
$630K -$116K -366 -16%
BC
247
Bridgefront Capital
Texas
$614K +$586K +1,847 New
AI
248
Atria Investments
North Carolina
$610K -$238K -750 -29%
PNC Financial Services Group
249
PNC Financial Services Group
Pennsylvania
$597K -$87.3K -275 -13%
SAM
250
Securian Asset Management
Minnesota
$588K -$67K -211 -11%

LAD Hedge Fund Activity: Q4 2025 in Review

478 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2025, worth a combined $7.99B — up 4.1% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new LAD positions and 50 closed out — a net gain of 35 holders — while 140 added to existing stakes and 184 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $104M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $142M.

  • 478 institutional investors held Lithia Motors (LAD) as of Q4 2025, up from 452 in Q3 2025.
  • Funds reported $7.99B of Lithia Motors stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 85 funds opened new Lithia Motors positions in Q4 2025 and 50 closed out, a net change of +35 holders.
  • The largest Lithia Motors buyer in Q4 2025 was Fidelity Investments, an estimated $104M added.
  • The largest Lithia Motors seller in Q4 2025 was Canada Pension Plan Investment Board, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2025.