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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
CH
401
Cromwell Holdings
Wyoming
$1.5K
WIM
402
Westside Investment Management
California
$1.5K
RF
403
Rossby Financial
Florida
$1.25K +$891 +3 +150%
VWA
404
Valued Wealth Advisors
Utah
$1.25K +$891 +3 +150%
CA
405
Clearstead Advisors
Ohio
$1.25K -$26.1K -88 -95%
RIL
406
Rothschild Investment LLC
Illinois
$1.25K -$16.3K -55 -92%
PWA
407
Provenance Wealth Advisors
Florida
$1.25K
OAJ
408
Ogorek Anthony Joseph
New York
$1K
LFG
409
Larson Financial Group
Missouri
$999 -$891 -3 -43%
BLC
410
Brown, Lisle/Cummings
Rhode Island
$999 +$1.19K +4 New
TFA
411
Transamerica Financial Advisors
Florida
$998 +$297 +1 +33%
TCM
412
TD Capital Management
Tennessee
$757
SIC
413
SJS Investment Consulting
Ohio
$750
CA
414
CoreCap Advisors
Michigan
$749
HIA
415
HFM Investment Advisors
New Jersey
$749 +$297 +1 +50%
RWM
416
Rialto Wealth Management
New York
$500 -$594 -2 -50%
PWMG
417
Private Wealth Management Group
New Jersey
$500
QWM
418
Quaker Wealth Management
New Jersey
$500 +$594 +2 New
CFM
419
Cornerstone Financial Management
Massachusetts
$499
CFD
420
Creative Financial Designs
Indiana
$499
LWM
421
Lodestone Wealth Management
Washington
$499
RS
422
Rakuten Securities
Japan
$499
HFS
423
Hughes Financial Services
Virginia
$499 +$594 +2 New
HI
424
Harbour Investments
Wisconsin
$250
SEP
425
Signature Equity Partners
Ohio
$250