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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
RWS
401
Retirement Wealth Solutions
Wisconsin
$10.5K
BIA
402
Bell Investment Advisors
California
$10.1K +$1.86K +6 +25%
C
403
Covestor
United Kingdom
$10K
SO
404
Sierra Ocean
California
$9.12K
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$7.77K +$928 +3 +15%
FFA
406
Frazier Financial Advisors
Ohio
$7.09K
ST
407
Smithfield Trust
Pennsylvania
$7K
CG
408
Curat Global
New Hampshire
$6.76K
WTA
409
Washington Trust Advisors
Massachusetts
$6.42K
HWM
410
HighMark Wealth Management
Minnesota
$5.74K -$309 -1 -6%
FFO
411
Fortitude Family Office
Arizona
$5.74K +$1.55K +5 +42%
CTC
412
Cetera Trust Company
Minnesota
$5.07K
AAP
413
Arax Advisory Partners
Colorado
$4.74K
HNW
414
High Note Wealth
Minnesota
$4.73K
CAL
415
Capital Advisors Ltd
Ohio
$4K
FFA
416
Farther Finance Advisors
California
$3.74K -$3.09K -10 -48%
WA
417
WPG Advisers
Maryland
$3.72K
CT
418
Colonial Trust
South Carolina
$3.27K
VCM
419
Versant Capital Management
Arizona
$3.04K
OAJ
420
Ogorek Anthony Joseph
New York
$3K +$619 +2 +29%
TPWA
421
Twin Peaks Wealth Advisors
California
$2.71K +$2.78K +9 New
FCAS
422
First Command Advisory Services
Texas
$2.7K
MCM
423
Manchester Capital Management
Vermont
$2.7K
PWMG
424
Prestige Wealth Management Group
New Jersey
$2.7K
SC
425
Stephens Consulting
Michigan
$2.7K +$2.48K +8 New

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.