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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
CIM
326
Cambria Investment Management
California
$269K
MAA
327
Mraz Amerine & Associates
California
$254K +$232K +751 New
VWM
328
Venturi Wealth Management
Texas
$248K -$125K -405 -36%
BEI
329
Benjamin Edwards Inc
Missouri
$247K +$9.28K +30 +4%
1C
330
111 Capital
France
$244K +$223K +721 New
WI
331
WBI Investments
New Jersey
$243K +$222K +719 New
KBC Group
332
KBC Group
Belgium
$242K -$143K -462 -39%
OWM
333
OneAscent Wealth Management
Alabama
$242K +$221K +716 New
IC
334
Innealta Capital
Texas
$237K +$217K +703 New
PAG
335
Private Advisor Group
New Jersey
$235K -$22.3K -72 -9%
SLAM
336
Swiss Life Asset Management
$229K +$210K +678 New
MGIA
337
Moneta Group Investment Advisors
Missouri
$228K +$208K +674 New
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$227K -$3.71K -12 -2%
William Blair & Company
339
William Blair & Company
Illinois
$223K +$204K +661 New
ECM
340
Everence Capital Management
Indiana
$220K +$201K +650 New
TRCT
341
Tower Research Capital (TRC)
New York
$218K -$142K -460 -42%
NG
342
Novem Group
New York
$217K +$199K +643 New
FT
343
Fiduciary Trust
Massachusetts
$216K +$198K +640 New
CCM
344
Coldstream Capital Management
Washington
$211K -$5.57K -18 -3%
MYAM
345
Meiji Yasuda Asset Management
Japan
$210K +$192K +622 New
SIC
346
Sage Investment Counsel
Tennessee
$209K -$24.7K -80 -11%
PFGIA
347
Patriot Financial Group Insurance Agency
Massachusetts
$206K +$189K +610 New
SRC
348
Sage Rhino Capital
California
$206K +$188K +609 New
National Bank of Canada
349
National Bank of Canada
Quebec, Canada
$205K +$6.8K +22 +4%
GI
350
GAMMA Investing
California
$150K +$59.7K +193 +77%

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.