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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
FRM
301
Fox Run Management
Connecticut
$290K +$296K +918 New
CB
302
Commerce Bank
Missouri
$287K -$14.5K -45 -5%
HTC
303
Haverford Trust Company
Pennsylvania
$282K -$1.29K -4 -0.4%
MYIA
304
Mount Yale Investment Advisors
Colorado
$281K -$215K -666 -43%
CIBC Asset Management
305
CIBC Asset Management
Ontario, Canada
$277K
OTL
306
Oak Thistle LLC
New York
$271K +$276K +857 New
CCM
307
Coldstream Capital Management
Washington
$270K +$73.9K +229 +37%
CA
308
Crumly & Associates
Illinois
$266K +$272K +842 New
FC
309
Farringdon Capital
United Kingdom
$261K +$267K +827 New
CCFM
310
Clear Creek Financial Management
Washington
$261K +$266K +826 New
DS
311
DRW Securities
Illinois
$256K +$262K +811 New
CIM
312
Cambria Investment Management
California
$252K
SC
313
SummitTX Capital
Texas
$241K +$246K +764 New
PAG
314
Private Advisor Group
New Jersey
$239K +$19.4K +60 +9%
ASN
315
Advisory Services Network
Georgia
$239K +$244K +757 New
BEI
316
Benjamin Edwards Inc
Missouri
$239K +$8.39K +26 +4%
MAA
317
Mraz Amerine & Associates
California
$237K
DCM
318
Delta Capital Management
New Jersey
$237K +$242K +750 New
NG
319
Novem Group
New York
$236K +$33.5K +104 +16%
OWM
320
OneAscent Wealth Management
Alabama
$233K +$6.77K +21 +3%
WI
321
WBI Investments
New Jersey
$233K +$5.81K +18 +3%
SPA
322
Sherbrooke Park Advisers
New York
$233K +$237K +736 New
CP
323
CenterBook Partners
Connecticut
$232K -$284K -881 -55%
KBC Group
324
KBC Group
Belgium
$226K
VAS
325
Vestmark Advisory Solutions
Massachusetts
$225K +$230K +712 New

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.