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Lithia Motors

453 hedge funds and large institutions have $8.82B invested in Lithia Motors in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $7.91B → $8.82B (+$909M)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

4% less funds holding

Funds holding: 471453 (-18)

9.54% less ownership

Funds ownership: 110.11%100.56% (-9.5%)

17% less call options, than puts

Call options by funds: $28M | Put options by funds: $33.6M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

23% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 74

Holders
453
Holders Change
-18
Holders Change %
-3.82%
% of All Funds
5.96%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
57
Increased
166
Reduced
167
Closed
74
Calls
$28M
Puts
$33.6M
Net Calls
-$5.58M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
251
Wealth Enhancement Advisory Services
Minnesota
$657K +$5.88K +19 +1%
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$652K +$100K +324 +20%
MFS
253
Mirabella Financial Services
United Kingdom
$652K -$12.1M -39,099 -95%
WG
254
Winton Group
United Kingdom
$651K +$596K +1,927 New
First Eagle Investment Management
255
First Eagle Investment Management
New York
$635K +$200K +647 +53%
GCP
256
GSA Capital Partners
United Kingdom
$607K -$962K -3,110 -63%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$603K +$326K +1,055 +145%
AssetMark Inc
258
AssetMark Inc
California
$592K +$13K +42 +2%
SG Americas Securities
259
SG Americas Securities
New York
$590K -$1.06M -3,425 -66%
BC
260
Bayforest Capital
United Kingdom
$581K +$145K +468 +37%
MLM
261
Mount Lucas Management
Pennsylvania
$578K +$530K +1,712 New
JFG
262
Jefferies Financial Group
New York
$558K +$511K +1,653 New
BCI
263
Brinker Capital Investments
Pennsylvania
$553K +$507K +1,638 New
Capstone Investment Advisors
264
Capstone Investment Advisors
New York
$549K +$502K +1,624 New
CP
265
CenterBook Partners
Connecticut
$545K -$399K -1,290 -44%
MML Investors Services
266
MML Investors Services
Massachusetts
$544K -$286K -925 -37%
CAPTRUST Financial Advisors
267
CAPTRUST Financial Advisors
North Carolina
$529K +$24.7K +80 +5%
SAM
268
Shell Asset Management
Netherlands
$528K -$86K -278 -15%
MYIA
269
Mount Yale Investment Advisors
Colorado
$526K +$13.3K +43 +3%
Cambridge Investment Research Advisors
270
Cambridge Investment Research Advisors
Iowa
$517K -$275K -890 -37%
Rafferty Asset Management
271
Rafferty Asset Management
New York
$514K +$9.9K +32 +2%
SCM
272
Sterling Capital Management
North Carolina
$512K +$18.3K +59 +4%
CI
273
Corient IA
Florida
$507K +$464K +1,500 New
M&T Bank
274
M&T Bank
New York
$503K +$10.8K +35 +2%
TCM
275
Teza Capital Management
Illinois
$488K -$12.1K -39 -3%

LAD Hedge Fund Activity: Q2 2025 in Review

453 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2025, worth a combined $8.82B — up 11% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of LAD and 57 opened new positions — a net loss of 17 holders — while 167 trimmed existing stakes and 166 added.

The largest buyer was BlackRock, adding an estimated $83.6M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $112M sold.

  • 453 institutional investors held Lithia Motors (LAD) as of Q2 2025, down from 471 in Q1 2025.
  • Funds reported $8.82B of Lithia Motors stock for Q2 2025, up 11% quarter-over-quarter.
  • 57 funds opened new Lithia Motors positions in Q2 2025 and 74 closed out, a net change of -17 holders.
  • The largest Lithia Motors buyer in Q2 2025 was BlackRock, an estimated $83.6M added.
  • The largest Lithia Motors seller in Q2 2025 was Brave Warrior Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2025.