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Lithia Motors

432 hedge funds and large institutions have $6.12B invested in Lithia Motors in 2026 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 154 increasing their positions, 157 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.25% more ownership

Funds ownership: 99.6%104.85% (+5.2%)

2% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 157

10% less funds holding

Funds holding: 478432 (-46)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

23% less capital invested

Capital invested by funds: $7.99B → $6.12B (-$1.87B)

40% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 94

81% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $216M

Holders
432
Holders Change
-46
Holders Change %
-9.62%
% of All Funds
5.32%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
56
Increased
154
Reduced
157
Closed
94
Calls
$40.9M
Puts
$216M
Net Calls
-$175M
Net Calls Change
-$199M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
351
Plante Moran Financial Advisors
Michigan
$19.2K
BWA
352
Basecamp Wealth Advisors
Washington
$18.5K +$1.19K +4 +6%
Barrow, Hanley, Mewhinney & Strauss
353
Barrow, Hanley, Mewhinney & Strauss
Texas
$17K
NA
354
NewEdge Advisors
Louisiana
$16.3K
FFA
355
Farther Finance Advisors
California
$15.6K +$8.02K +27 +77%
Mitsubishi UFJ Asset Management
356
Mitsubishi UFJ Asset Management
Japan
$13.5K
AG
357
AmeriFlex Group
Nevada
$13.5K +$16K +54 New
SNB
358
Security National Bank
Nebraska
$12.5K
CFO
359
CVA Family Office
Colorado
$11.7K +$14K +47 New
DB
360
Danske Bank
Denmark
$9.99K -$77.2K -260 -87%
HC
361
Hara Capital
Washington
$9.99K +$11.9K +40 New
TC
362
Tacita Capital
Ontario, Canada
$9.74K +$11.6K +39 New
CFSG
363
Community Financial Services Group
Vermont
$9.53K +$11.3K +38 New
ASN
364
Advisory Services Network
Georgia
$8.74K +$10.4K +35 New
GXJ
365
Global X Japan
Japan
$7.49K -$9.51K -32 -52%
OCWP
366
Owl Creek Wealth Partners
Colorado
$7.49K +$8.91K +30 New
MPWT
367
MassMutual Private Wealth & Trust
Connecticut
$6.99K -$9.21K -31 -53%
RWS
368
Retirement Wealth Solutions
Wisconsin
$6.74K -$891 -3 -10%
LI
369
LRI Investments
Florida
$5.99K +$7.13K +24 New
FMII
370
Farmers & Merchants Investments Inc
Nebraska
$5.74K
TM
371
Torren Management
California
$5.53K -$79.6K -268 -92%
EWP
372
Elevation Wealth Partners
California
$5.49K +$5.05K +17 +340%
FFA
373
Frazier Financial Advisors
Ohio
$5.25K
BWL
374
Bogart Wealth LLC
Virginia
$5.24K +$6.24K +21 New
ST
375
Smithfield Trust
Pennsylvania
$5K