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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
VRS
251
Virginia Retirement Systems
Virginia
$582K -$1.41M -4,450 -72%
HWAM
252
Hennion & Walsh Asset Management
New Jersey
$582K
Prudential Financial
253
Prudential Financial
New Jersey
$559K -$1.11M -3,498 -68%
QIM
254
Quantitative Investment Management
Virginia
$554K +$530K +1,670 New
SC
255
Shay Capital
New York
$548K +$524K +1,650 New
MML Investors Services
256
MML Investors Services
Massachusetts
$542K -$28.9K -91 -5%
HighTower Advisors
257
HighTower Advisors
Illinois
$534K -$521K -1,642 -51%
Wealth Enhancement Advisory Services
258
Wealth Enhancement Advisory Services
Minnesota
$528K -$134K -421 -21%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$526K +$15.6K +49 +3%
Mercer Global Advisors
260
Mercer Global Advisors
Colorado
$522K +$24.4K +77 +5%
XT
261
XTX Topco
Cayman Islands
$520K -$1.03M -3,241 -67%
CP
262
CenterBook Partners
Connecticut
$519K +$263K +829 +113%
MLM
263
Mount Lucas Management
Pennsylvania
$518K -$9.53K -30 -2%
US Bancorp
264
US Bancorp
Minnesota
$515K +$15.6K +49 +3%
Jones Financial Companies
265
Jones Financial Companies
Missouri
$515K -$359K -1,130 -42%
OSAM
266
O'Shaughnessy Asset Management
Connecticut
$512K -$68K -214 -12%
I
267
InceptionR
California
$507K +$485K +1,527 New
WG
268
Winton Group
United Kingdom
$502K -$5.23M -16,480 -92%
SC
269
Savant Capital
Illinois
$480K +$147K +463 +47%
Rafferty Asset Management
270
Rafferty Asset Management
New York
$480K -$4.76K -15 -1%
WWM
271
Whalen Wealth Management
Nevada
$471K +$450K +1,416 New
AL
272
ARWA LLC
Texas
$467K +$447K +1,407 New
ECM
273
Evergreen Capital Management
Washington
$466K +$82.9K +261 +23%
NG
274
Novem Group
New York
$463K +$205K +645 +86%
PP
275
PDT Partners
New York
$457K

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.