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Lithia Motors

430 hedge funds and large institutions have $6.12B invested in Lithia Motors in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 152 increasing their positions, 157 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less funds holding in top 10

Funds holding in top 10:

23% less capital invested

Capital invested by funds: $7.99B → $6.12B (-$1.87B)

40% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 95

81% less call options, than puts

Call options by funds: $40.9M | Put options by funds: $216M

Holders
430
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$40.9M
Puts
$216M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RF
401
Rossby Financial
Florida
$1.25K
VWA
402
Valued Wealth Advisors
Utah
$1.25K
CA
403
Clearstead Advisors
Ohio
$1.25K
RIL
404
Rothschild Investment LLC
Illinois
$1.25K
PWA
405
Provenance Wealth Advisors
Florida
$1.25K
OAJ
406
Ogorek Anthony Joseph
New York
$1K
LFG
407
Larson Financial Group
Missouri
$999
BLC
408
Brown, Lisle/Cummings
Rhode Island
$999
TFA
409
Transamerica Financial Advisors
Florida
$998
TCM
410
TD Capital Management
Tennessee
$757
SIC
411
SJS Investment Consulting
Ohio
$750
CA
412
CoreCap Advisors
Michigan
$749
HIA
413
HFM Investment Advisors
New Jersey
$749
RWM
414
Rialto Wealth Management
New York
$500
PWMG
415
Private Wealth Management Group
New Jersey
$500
QWM
416
Quaker Wealth Management
New Jersey
$500
CFD
417
Creative Financial Designs
Indiana
$499
LWM
418
Lodestone Wealth Management
Washington
$499
RS
419
Rakuten Securities
Japan
$499
CFM
420
Cornerstone Financial Management
Massachusetts
$499
HFS
421
Hughes Financial Services
Virginia
$499
HI
422
Harbour Investments
Wisconsin
$250
SEP
423
Signature Equity Partners
Ohio
$250
SWM
424
SHP Wealth Management
Massachusetts
$250
TWM
425
TopTier Wealth Management
Wisconsin
$250