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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
II
276
Inspire Investing
Idaho
$485K +$19.5K +63 +5%
RS
277
R Squared
Hong Kong
$476K +$49.5K +160 +13%
VI
278
Versor Investments
New York
$473K -$520K -1,681 -55%
HighTower Advisors
279
HighTower Advisors
Illinois
$470K -$108K -349 -20%
OIS
280
OneAscent Investment Solutions
Alabama
$470K +$149K +482 +53%
WWM
281
Whalen Wealth Management
Nevada
$464K +$58.2K +188 +16%
EP
282
Edgestream Partners
New Jersey
$448K +$8.35K +27 +2%
SC
283
Savant Capital
Illinois
$443K +$406K +1,311 New
CM
284
Caption Management
Oklahoma
$439K -$124K -400 -24%
AC
285
Aristides Capital
Kentucky
$435K -$251K -813 -39%
Mercer Global Advisors
286
Mercer Global Advisors
Colorado
$433K +$26.3K +85 +7%
PAM
287
Panagora Asset Management
Massachusetts
$430K +$153K +495 +64%
TA
288
Tectonic Advisors
Texas
$421K +$46.7K +151 +14%
VFA
289
Values First Advisors
Tennessee
$418K -$262K -846 -41%
MSRPS
290
Maryland State Retirement & Pension System
Maryland
$414K
WC
291
Wexford Capital
Florida
$404K +$370K +1,197 New
SPIA
292
Steward Partners Investment Advisory
New York
$392K -$13.3K -43 -4%
ProShare Advisors
293
ProShare Advisors
Maryland
$390K +$6.19K +20 +2%
DADC
294
D.A. Davidson & Co
Montana
$381K -$4.02K -13 -1%
JG
295
Jain Global
New York
$372K +$341K +1,102 New
Corient Private Wealth
296
Corient Private Wealth
Florida
$369K -$15.8K -51 -4%
FP
297
Factorial Partners
New York
$365K
DAS
298
Diversify Advisory Services
Utah
$364K +$374K +1,210 New
BAM
299
Blueshift Asset Management
New Jersey
$362K -$303K -981 -48%
AC
300
Aristeia Capital
Connecticut
$361K -$69K -223 -17%

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.