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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
RFP
376
Root Financial Partners
California
$30.7K +$31.3K +97 New
EB
377
Eastern Bank
Massachusetts
$30.7K +$31.3K +97 New
DMBA
378
Deseret Mutual Benefit Administrators
Utah
$26.9K
CA
379
CoreCap Advisors
Michigan
$25.6K +$26.1K +81 New
SAM
380
Smartleaf Asset Management
Massachusetts
$25.1K +$10K +31 +66%
PMFA
381
Plante Moran Financial Advisors
Michigan
$24.3K
BBHC
382
Brown Brothers Harriman & Co
New York
$23.1K +$23.5K +73 New
AAS
383
Ameritas Advisory Services
Nebraska
$22.3K +$323 +1 +1%
Barrow, Hanley, Mewhinney & Strauss
384
Barrow, Hanley, Mewhinney & Strauss
Texas
$21.5K -$25.2K -78 -53%
WANY
385
Wealthspire Advisors (New York)
New York
$20.9K +$21.3K +66 New
AS
386
Altshuler Shaham
Israel
$20.5K +$2.9K +9 +16%
NA
387
NewEdge Advisors
Louisiana
$20.5K
PB
388
Pinnacle Bancorp
Nebraska
$19.9K +$2.58K +8 +15%
Mitsubishi UFJ Asset Management
389
Mitsubishi UFJ Asset Management
Japan
$17.1K
QL
390
Quarry LP
New York
$17.1K +$17.4K +54 New
CIAM
391
Caitong International Asset Management
Hong Kong
$16.1K -$12.3K -38 -43%
SNB
392
Security National Bank
Nebraska
$15.8K
BF
393
BOK Financial
Oklahoma
$15.8K +$16.1K +50 New
MPWT
394
MassMutual Private Wealth & Trust
Connecticut
$14.9K -$968 -3 -6%
GXJ
395
Global X Japan
Japan
$14.2K -$5.16K -16 -26%
WBC
396
West Branch Capital
Massachusetts
$14.2K
CA
397
Clearstead Advisors
Ohio
$13.9K -$1.29K -4 -8%
PS
398
Principal Securities
Iowa
$13.9K -$323 -1 -2%
C
399
Covestor
United Kingdom
$12K +$1.94K +6 +20%
SS
400
SBI Securities
Japan
$9.8K -$6.13K -19 -38%

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.