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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
SAM
251
Securian Asset Management
Minnesota
$625K
Wealth Enhancement Advisory Services
252
Wealth Enhancement Advisory Services
Minnesota
$620K +$57.1K +177 +10%
AAP
253
Arax Advisory Partners
Colorado
$619K +$628K +1,946 +13,900%
AssetMark Inc
254
AssetMark Inc
California
$577K +$23.5K +73 +4%
AWA
255
Arkadios Wealth Advisors
Georgia
$557K +$569K +1,763 New
OSAM
256
O'Shaughnessy Asset Management
Connecticut
$555K -$56.1K -174 -9%
HWAM
257
Hennion & Walsh Asset Management
New Jersey
$553K -$11.3K -35 -2%
JAM
258
Jupiter Asset Management
United Kingdom
$548K +$559K +1,734 New
MML Investors Services
259
MML Investors Services
Massachusetts
$544K +$36.5K +113 +7%
ET
260
Entropy Technologies
New York
$537K +$548K +1,700 New
EC
261
EntryPoint Capital
New York
$532K +$255K +791 +89%
AG
262
AIA Group
Hong Kong
$521K +$532K +1,649 New
First Eagle Investment Management
263
First Eagle Investment Management
New York
$520K -$75.8K -235 -13%
MLM
264
Mount Lucas Management
Pennsylvania
$502K -$39.7K -123 -7%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$484K -$10.3K -32 -2%
US Bancorp
266
US Bancorp
Minnesota
$475K +$211K +655 +77%
Mercer Global Advisors
267
Mercer Global Advisors
Colorado
$472K +$68.1K +211 +16%
Rafferty Asset Management
268
Rafferty Asset Management
New York
$461K -$20K -62 -4%
SCM
269
Sterling Capital Management
North Carolina
$445K -$34.8K -108 -7%
PP
270
PDT Partners
New York
$435K -$1.1M -3,401 -71%
GCM
271
Graham Capital Management
Connecticut
$428K +$437K +1,356 New
TRCT
272
Tower Research Capital (TRC)
New York
$414K +$214K +663 +103%
B
273
Bailard
California
$411K +$420K +1,301 New
PAM
274
Panagora Asset Management
Massachusetts
$402K
TA
275
Tectonic Advisors
Texas
$399K +$5.48K +17 +1%

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.