We are live on ! Find out more
LAD icon

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
HNB
376
Huntington National Bank
Ohio
$32.8K -$1.24K -4 -4%
CIAM
377
Caitong International Asset Management
Hong Kong
$30.1K -$123K -397 -82%
HFS
378
Hantz Financial Services
Michigan
$30K +$25.7K +83 +1,383%
Bessemer Group
379
Bessemer Group
New Jersey
$29K +$14.5K +47 +115%
DMBA
380
Deseret Mutual Benefit Administrators
Utah
$28.7K
ACA
381
Atlas Capital Advisors
Wyoming
$28K +$2.48K +8 +11%
MCM
382
MAI Capital Management
Ohio
$27K +$11.4K +37 +86%
PMFA
383
Plante Moran Financial Advisors
Michigan
$26K
AAS
384
Ameritas Advisory Services
Nebraska
$23.8K +$21.7K +70 New
NA
385
NewEdge Advisors
Louisiana
$21.9K -$309 -1 -2%
VSQM
386
V-Square Quantitative Management
Illinois
$20.9K -$26K -84 -58%
GXJ
387
Global X Japan
Japan
$20.6K -$7.11K -23 -27%
PFBT
388
Parkside Financial Bank & Trust
Missouri
$20.3K
AS
389
Altshuler Shaham
Israel
$18.9K +$17.3K +56 New
PB
390
Pinnacle Bancorp
Nebraska
$18.6K
Mitsubishi UFJ Asset Management
391
Mitsubishi UFJ Asset Management
Japan
$18.2K
SS
392
SBI Securities
Japan
$16.9K -$22.9K -74 -60%
SNB
393
Security National Bank
Nebraska
$16.9K
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$16.9K +$1.86K +6 +14%
CA
395
Clearstead Advisors
Ohio
$16.2K +$12.7K +41 +586%
GWM
396
Geneos Wealth Management
Colorado
$16.2K -$24.4K -79 -62%
SAM
397
Smartleaf Asset Management
Massachusetts
$15.8K -$13K -42 -47%
WBC
398
West Branch Capital
Massachusetts
$15.2K
PS
399
Principal Securities
Iowa
$15.2K +$4.33K +14 +45%
CTC
400
Central Trust Company
Missouri
$11.5K

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.