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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
CG
376
Curat Global
New Hampshire
$4.99K
FFO
377
Fortitude Family Office
Arizona
$4.99K +$891 +3 +18%
VNT
378
Vanguard National Trust
Pennsylvania
$4.99K +$5.94K +20 New
TPWA
379
Twin Peaks Wealth Advisors
California
$4.75K +$5.64K +19 New
SS
380
SBI Securities
Japan
$4.5K
BIA
381
Bell Investment Advisors
California
$4.25K -$1.78K -6 -26%
CTC
382
Central Trust Company
Missouri
$3.75K
CTC
383
Cetera Trust Company
Minnesota
$3.75K
BW
384
Basepoint Wealth
Iowa
$3.55K
PB
385
Pinnacle Bancorp
Nebraska
$3.5K -$14.6K -49 -78%
HNW
386
High Note Wealth
Minnesota
$3.5K
CAL
387
Capital Advisors Ltd
Ohio
$3K
S
388
Sachetta
Massachusetts
$3K +$2.08K +7 +140%
WA
389
WPG Advisers
Maryland
$2.75K
JSAM
390
J. Safra Asset Management
New York
$2.75K +$1.49K +5 +83%
CT
391
Colonial Trust
South Carolina
$2.69K
FCT
392
First Community Trust
Iowa
$2.5K
ZBNA
393
Zions Bancorporation, National Association
Utah
$2.5K +$2.38K +8 +400%
PWMG
394
Prestige Wealth Management Group
New Jersey
$2.25K +$297 +1 +13%
MCM
395
Manchester Capital Management
Vermont
$2.25K +$594 +2 +29%
VCM
396
Versant Capital Management
Arizona
$2.25K -$6.83K -23 -72%
USB
397
Union Savings Bank
Connecticut
$2.25K
FCAS
398
First Command Advisory Services
Texas
$2K
DPW
399
DiNuzzo Private Wealth
Pennsylvania
$1.75K
BHWM
400
Bay Harbor Wealth Management
Maryland
$1.75K +$1.19K +4 +133%