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Lithia Motors
LAD

441 hedge funds and large institutions have $10B invested in Lithia Motors in 2024 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 127 increasing their positions, 161 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 49

12% more capital invested

Capital invested by funds: $8.92B → $10B (+$1.09B)

9% more funds holding

Funds holding: 405 → 441 (+36)

4% more call options, than puts

Call options by funds: $43.5M | Put options by funds: $41.9M

0.02% more ownership

Funds ownership: 105.13% → 105.15% (+0.02%)

21% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 161

27% less funds holding in top 10

Funds holding in top 10: 11 → 8 (-3)

Holders
441
Holders Change
+36
Holders Change %
+8.89%
% of All Funds
5.81%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.11%
New
91
Increased
127
Reduced
161
Closed
49
Calls
$43.5M
Puts
$41.9M
Net Calls
+$1.64M
Net Calls Change
-$45.6M

Top Buyers

1
ECU
Egerton Capital (UK)
United Kingdom
+$112M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$97.1M
3
SCM
Steadfast Capital Management
New York
+$94M
4
Holocene Advisors
Holocene Advisors
New York
+$64.1M
5
UBS Group
UBS Group
Switzerland
+$58.3M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$94.5M
2
BWA
Brave Warrior Advisors
New York
-$85.2M
3
CM
Conifer Management
New York
-$70.5M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$55.3M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$43.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
426
Sachetta
Massachusetts
$1.79K – – –
PWA
427
Provenance Wealth Advisors
Florida
$1.79K – – –
CSWM
428
Cassady Schiller Wealth Management
Ohio
$1.43K +$1.41K +4 New
HWA
429
HHM Wealth Advisors
Tennessee
$1.43K +$1.41K +4 New
TCM
430
TD Capital Management
Tennessee
$1.07K +$1.06K +3 New
LFG
431
Larson Financial Group
Missouri
$1.07K – – –
MAS
432
MPWM Advisory Solutions
Georgia
$1.07K +$1.06K +3 New
DJSG
433
D.J. St. Germain
Massachusetts
$715 – – –
MCM
434
MV Capital Management
Maryland
$715 – – –
PWMG
435
Private Wealth Management Group
New Jersey
$715 – – –
VWA
436
Valued Wealth Advisors
Utah
$715 – – –
GFPC
437
Global Financial Private Client
Florida
$715 +$705 +2 New
TFM
438
TFC Financial Management
Massachusetts
$358 +$352 +1 New
NC
439
NewSquare Capital
Pennsylvania
$357 +$352 +1 New
PWM
440
Parkworth Wealth Management
California
$357 +$352 +1 New
T
441
Transce3nd
Texas
$357 +$352 +1 New
CC
442
Covalis Capital
United Kingdom
– -$35.8M -112,567 Closed
Lido Advisors
443
Lido Advisors
California
– -$31.5M -99,226 Closed
CC
444
Cartenna Capital
Connecticut
– -$28.6M -90,000 Closed
Focus Partners Wealth
445
Focus Partners Wealth
Massachusetts
– -$5.02M -51,411 Closed
JFG
446
Jefferies Financial Group
New York
– -$13.4M -42,198 Closed
ECM
447
Engle Capital Management
Connecticut
– -$12.5M -39,308 Closed
TI
448
Trexquant Investment
Connecticut
– -$6.65M -20,945 Closed
Walleye Capital
449
Walleye Capital
New York
– -$5.4M -17,010 Closed
LFCM
450
Long Focus Capital Management
Puerto Rico
– -$4.42M -13,900 Closed
16 17
18
19 20

LAD Hedge Fund Activity: Q4 2024 in Review

441 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2024, worth a combined $10B — up 12% from $8.92B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new LAD positions and 49 closed out — a net gain of 42 holders — while 127 added to existing stakes and 161 trimmed.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $112M. The largest seller was Millennium Management, cutting an estimated $94.5M.

  • 441 institutional investors held Lithia Motors (LAD) as of Q4 2024, up from 405 in Q3 2024.
  • Funds reported $10B of Lithia Motors stock for Q4 2024, up 12% quarter-over-quarter.
  • 91 funds opened new Lithia Motors positions in Q4 2024 and 49 closed out, a net change of +42 holders.
  • The largest Lithia Motors buyer in Q4 2024 was Egerton Capital (UK), an estimated $112M added.
  • The largest Lithia Motors seller in Q4 2024 was Millennium Management, an estimated $94.5M sold.

Based on aggregated 13F filings for Q4 2024.