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Lithia Motors

478 hedge funds and large institutions have $7.99B invested in Lithia Motors in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 50

40% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $60M

6% more funds holding

Funds holding: 452478 (+26)

4.8% more ownership

Funds ownership: 94.79%99.6% (+4.8%)

4% more capital invested

Capital invested by funds: $7.68B → $7.99B (+$312M)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

24% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 184

Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
5.81%
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
85
Increased
140
Reduced
184
Closed
50
Calls
$84.1M
Puts
$60M
Net Calls
+$24.1M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
AS
401
Altshuler Shaham
Israel
$24.6K +$2.86K +9 +14%
BWA
402
Basecamp Wealth Advisors
Washington
$23.3K +$22.2K +70 New
A
403
AlphaQuest
New York
$22.6K -$124K -389 -85%
Barrow, Hanley, Mewhinney & Strauss
404
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.6K
NA
405
NewEdge Advisors
Louisiana
$21.6K
PB
406
Pinnacle Bancorp
Nebraska
$20.9K
GXJ
407
Global X Japan
Japan
$20.6K +$5.4K +17 +38%
RIL
408
Rothschild Investment LLC
Illinois
$19.9K +$18.4K +58 +2,900%
MPWT
409
MassMutual Private Wealth & Trust
Connecticut
$19.6K +$3.81K +12 +26%
Mitsubishi UFJ Asset Management
410
Mitsubishi UFJ Asset Management
Japan
$17.9K
SNB
411
Security National Bank
Nebraska
$16.6K
FFA
412
Farther Finance Advisors
California
$11.7K -$74K -233 -87%
C
413
Covestor
United Kingdom
$11K -$635 -2 -6%
VCM
414
Versant Capital Management
Arizona
$10.6K +$5.08K +16 +100%
RWS
415
Retirement Wealth Solutions
Wisconsin
$9.97K
WW
416
Winnow Wealth
Texas
$8.66K -$38.4K -121 -82%
SWM
417
Spire Wealth Management
Virginia
$7.98K +$1.91K +6 +33%
BIA
418
Bell Investment Advisors
California
$7.64K
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$7.64K
ST
420
Smithfield Trust
Pennsylvania
$7K
FFA
421
Frazier Financial Advisors
Ohio
$6.98K
ACA
422
Atlas Capital Advisors
Wyoming
$6.98K +$6.67K +21 New
CG
423
Curat Global
New Hampshire
$6.65K
T. Rowe Price Investment Management
424
T. Rowe Price Investment Management
Maryland
$6K
SS
425
SBI Securities
Japan
$5.98K -$4.13K -13 -42%

LAD Hedge Fund Activity: Q4 2025 in Review

478 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2025, worth a combined $7.99B — up 4.1% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new LAD positions and 50 closed out — a net gain of 35 holders — while 140 added to existing stakes and 184 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $104M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $142M.

  • 478 institutional investors held Lithia Motors (LAD) as of Q4 2025, up from 452 in Q3 2025.
  • Funds reported $7.99B of Lithia Motors stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 85 funds opened new Lithia Motors positions in Q4 2025 and 50 closed out, a net change of +35 holders.
  • The largest Lithia Motors buyer in Q4 2025 was Fidelity Investments, an estimated $104M added.
  • The largest Lithia Motors seller in Q4 2025 was Canada Pension Plan Investment Board, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2025.