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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
OIS
301
OneAscent Investment Solutions
Alabama
$329K -$46K -145 -13%
SPIA
302
Steward Partners Investment Advisory
New York
$327K -$65.4K -206 -17%
FFM
303
Forum Financial Management
Illinois
$326K
ProShare Advisors
304
ProShare Advisors
Maryland
$323K -$37.8K -119 -11%
FTWA
305
Fifth Third Wealth Advisors
Ohio
$315K +$318 +1 +0.1%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$314K -$2.54K -8 -0.8%
CB
307
Commerce Bank
Missouri
$304K +$2.86K +9 +1%
DA
308
Denali Advisors
California
$300K +$287K +903 New
NDSIB
309
North Dakota State Investment Board
North Dakota
$299K +$286K +900 New
HTC
310
Haverford Trust Company
Pennsylvania
$296K
IFU
311
iSAM Funds (UK)
United Kingdom
$295K +$282K +888 New
SFA
312
Sequoia Financial Advisors
Ohio
$291K +$278K +877 New
NAS
313
Nicolet Advisory Services
Wisconsin
$287K +$50.8K +160 +23%
PAG
314
Private Advisor Group
New Jersey
$278K +$25.7K +81 +11%
EWA
315
EverSource Wealth Advisors
Alabama
$274K -$38.4K -121 -13%
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$274K -$462K -1,455 -64%
SAM
317
Sagewood Asset Management
New York
$268K +$256K +807 New
BIG
318
Brooklyn Investment Group
New York
$267K +$250K +787 New
CIBC Asset Management
319
CIBC Asset Management
Ontario, Canada
$267K -$24.1K -76 -9%
SCM
320
Shelton Capital Management
Colorado
$266K -$47.6K -150 -16%
AP
321
Advisortrust Partners
North Carolina
$265K +$253K +797 New
CA
322
Crumly & Associates
Illinois
$259K -$19.7K -62 -7%
PAM
323
Panagora Asset Management
Massachusetts
$259K -$157K -495 -39%
MFS
324
Mirabella Financial Services
United Kingdom
$258K -$1.23M -3,862 -83%
CFSG
325
Clark Financial Services Group
Missouri
$254K +$246K +774 New

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.