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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
Corient Private Wealth
276
Corient Private Wealth
Florida
$397K +$42.6K +132 +12%
Wolverine Trading
277
Wolverine Trading
Illinois
$395K +$112K +347 +39%
RS
278
R Squared
Hong Kong
$394K -$52.9K -164 -12%
EWA
279
Exit Wealth Advisors
Georgia
$393K +$401K +1,243 New
SLAM
280
Swiss Life Asset Management
$389K +$178K +552 +81%
MSRPS
281
Maryland State Retirement & Pension System
Maryland
$387K
SG Americas Securities
282
SG Americas Securities
New York
$385K -$171K -529 -30%
SPIA
283
Steward Partners Investment Advisory
New York
$376K +$9.68K +30 +3%
VFA
284
Values First Advisors
Tennessee
$374K -$16.8K -52 -4%
GC
285
Guggenheim Capital
Illinois
$368K +$41K +127 +12%
ECM
286
Evergreen Capital Management
Washington
$361K +$368K +1,141 New
OIS
287
OneAscent Investment Solutions
Alabama
$359K -$82.9K -257 -18%
DADC
288
D.A. Davidson & Co
Montana
$356K
ProShare Advisors
289
ProShare Advisors
Maryland
$345K -$20.3K -63 -5%
FP
290
Factorial Partners
New York
$341K
SI
291
Stephens Inc
Arkansas
$340K +$8.71K +27 +3%
M&T Bank
292
M&T Bank
New York
$329K -$145K -449 -30%
VA
293
Vident Advisory
Georgia
$313K +$47.7K +148 +18%
SC
294
Savant Capital
Illinois
$310K -$106K -329 -25%
FFM
295
Forum Financial Management
Illinois
$310K +$32.6K +101 +11%
IC
296
Inscription Capital
Texas
$308K +$315K +975 New
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$301K -$26.1K -81 -8%
SCM
298
Shelton Capital Management
Colorado
$300K
EWA
299
EverSource Wealth Advisors
Alabama
$299K +$40.6K +126 +15%
FTWA
300
Fifth Third Wealth Advisors
Ohio
$299K -$6.77K -21 -2%

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.