LAD icon

Lithia Motors
LAD

Overview Fund Activity

448 hedge funds and large institutions have $8.82B invested in Lithia Motors in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 168 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
-23
Holders Change %
-4.88%
% of All Funds
6.01%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
53
Increased
164
Reduced
168
Closed
73
Calls
$28M
Puts
$33.6M
Net Calls
-$5.58M
Net Calls Change
+$6.58M

Top Buyers

1
BlackRock
1
BlackRock
New York
$963M
2
Goldman Sachs
2
Goldman Sachs
New York
$84.7M
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Morgan Stanley
4
Morgan Stanley
New York
$160M
5
Millennium Management
5
Millennium Management
New York
$91.9M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$0
2
SCM
2
Steadfast Capital Management
New York
$0
3
AI
3
Advent International
Massachusetts
$50.5M
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
CCM
5
Cadian Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
401
Farmers & Merchants Investments Inc
Nebraska
$7.77K +$1.01K +3 +15%
FFA
402
Frazier Financial Advisors
Ohio
$7.1K – – –
ST
403
Smithfield Trust
Pennsylvania
$7K – – –
CG
404
Curat Global
New Hampshire
$6.76K – – –
WTA
405
Washington Trust Advisors
Massachusetts
$6.42K – – –
HWM
406
HighMark Wealth Management
Minnesota
$5.74K -$338 -1 -6%
FFO
407
Fortitude Family Office
Arizona
$5.74K +$1.69K +5 +42%
CTC
408
Cetera Trust Company
Minnesota
$5.07K – – –
AAP
409
Arax Advisory Partners
Colorado
$4.74K – – –
HNW
410
High Note Wealth
Minnesota
$4.73K – – –
CAL
411
Capital Advisors Ltd
Ohio
$4K – – –
FFA
412
Farther Finance Advisors
California
$3.74K -$3.4K -10 -48%
WA
413
WPG Advisers
Maryland
$3.72K – – –
CT
414
Colonial Trust
South Carolina
$3.27K – – –
VCM
415
Versant Capital Management
Arizona
$3.04K – – –
OAJ
416
Ogorek Anthony Joseph
New York
$3K +$667 +2 +29%
TPWA
417
Twin Peaks Wealth Advisors
California
$2.71K +$2.71K +9 New
MCM
418
Manchester Capital Management
Vermont
$2.7K – – –
FCAS
419
First Command Advisory Services
Texas
$2.7K – – –
PWMG
420
Prestige Wealth Management Group
New Jersey
$2.7K – – –
SC
421
Stephens Consulting
Michigan
$2.7K +$2.7K +8 New
NFSG
422
Newbridge Financial Services Group
Florida
$2.38K – – –
DPW
423
DiNuzzo Private Wealth
Pennsylvania
$2.37K – – –
BAM
424
Bellevue Asset Management
Washington
$2.36K – – –
CFD
425
Creative Financial Designs
Indiana
$2.03K +$1.35K +4 +200%
15 16
17
18 19