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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
IC
326
Innealta Capital
Texas
$222K
OAM
327
OP Asset Management
$221K +$225K +699 New
EI
328
Ethic Inc
New York
$217K -$51.9K -161 -19%
NAS
329
Nicolet Advisory Services
Wisconsin
$215K +$228K +707 New
MGIA
330
Moneta Group Investment Advisors
Missouri
$215K +$1.94K +6 +0.9%
ACM
331
Aster Capital Management
United Arab Emirates
$211K +$215K +668 New
William Blair & Company
332
William Blair & Company
Illinois
$211K +$2.26K +7 +1%
SAM
333
Shell Asset Management
Netherlands
$207K -$293K -907 -58%
ECM
334
Everence Capital Management
Indiana
$205K
FT
335
Fiduciary Trust
Massachusetts
$202K
CI Investments Inc
336
CI Investments Inc
Ontario, Canada
$202K -$11K -34 -5%
SO
337
STRS Ohio
Ohio
$193K -$1.58M -4,893 -89%
National Bank of Canada
338
National Bank of Canada
Quebec, Canada
$189K -$2.9K -9 -1%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$148K +$28.1K +87 +23%
A
340
AlphaQuest
New York
$144K -$1.22M -3,770 -89%
Nomura Asset Management
341
Nomura Asset Management
Japan
$131K
GI
342
GAMMA Investing
California
$117K -$24.5K -76 -17%
MCM
343
MAI Capital Management
Ohio
$113K +$90K +279 +349%
KFA
344
Kelleher Financial Advisors
New York
$111K +$113K +350 New
PD
345
Point72 (DIFC)
United Arab Emirates
$107K +$109K +338 New
DB
346
Danske Bank
Denmark
$94.8K
NS
347
NBC Securities
Alabama
$91.3K +$3.87K +12 +4%
BNP Paribas Asset Management
348
BNP Paribas Asset Management
France
$90K +$645 +2 +0.7%
Fifth Third Bancorp
349
Fifth Third Bancorp
Ohio
$88.5K +$3.23K +10 +4%
UB
350
UMB Bank
Missouri
$88.5K +$5.81K +18 +7%

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.