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Lithia Motors
LAD

471 hedge funds and large institutions have $7.91B invested in Lithia Motors in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 168 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

38% more funds holding in top 10

Funds holding in top 10: 8 → 11 (+3)

24% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 136

7% more funds holding

Funds holding: 441 → 471 (+30)

4.96% more ownership

Funds ownership: 105.15% → 110.11% (+5%)

21% less capital invested

Capital invested by funds: $10B → $7.91B (-$2.1B)

29% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $41.6M

Holders
471
Holders Change
+30
Holders Change %
+6.8%
% of All Funds
6.32%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
89
Increased
168
Reduced
136
Closed
54
Calls
$29.4M
Puts
$41.6M
Net Calls
-$12.2M
Net Calls Change
-$13.8M

Top Buyers

Rank Fund Capital Flow
1
CAS
Coppell Advisory Solutions
Texas
+$690M
2
BlackRock
BlackRock
New York
+$78M
3
Squarepoint
Squarepoint
New York
+$69.5M
4
PWAM
Park West Asset Management
California
+$68.2M
5
Millennium Management
Millennium Management
New York
+$58.7M

Top Sellers

Rank Fund Capital Flow
1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$548M
2
ECU
Egerton Capital (UK)
United Kingdom
-$113M
3
BWA
Brave Warrior Advisors
New York
-$78.6M
4
SCM
Steadfast Capital Management
New York
-$62.5M
5
Holocene Advisors
Holocene Advisors
New York
-$59.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
426
Key Financial Inc
Pennsylvania
$4.11K – – –
FFO
427
Fortitude Family Office
Arizona
$3.52K – – –
WA
428
WPG Advisers
Maryland
$3.23K – – –
CAL
429
Capital Advisors Ltd
Ohio
$3K – – –
OC
430
Oakworth Capital
Alabama
$2.94K +$3.4K +10 New
CT
431
Colonial Trust
South Carolina
$2.84K – – –
VCM
432
Versant Capital Management
Arizona
$2.64K – – –
PWMG
433
Prestige Wealth Management Group
New Jersey
$2.35K – – –
MCM
434
Manchester Capital Management
Vermont
$2.35K +$341 +1 +14%
LFG
435
Larson Financial Group
Missouri
$2.35K +$1.7K +5 +167%
FCAS
436
First Command Advisory Services
Texas
$2.35K +$2.72K +8 New
NFSG
437
Newbridge Financial Services Group
Florida
$2.06K -$4.09K -12 -63%
DPW
438
DiNuzzo Private Wealth
Pennsylvania
$2.06K – – –
CA
439
Clearstead Advisors
Ohio
$2.06K +$2.38K +7 New
BAM
440
Bellevue Asset Management
Washington
$2.05K +$341 +1 +17%
HFS
441
Hantz Financial Services
Michigan
$2K +$2.04K +6 New
OAJ
442
Ogorek Anthony Joseph
New York
$2K +$2.38K +7 New
SIC
443
SJS Investment Consulting
Ohio
$1.47K -$341 -1 -17%
PWA
444
Provenance Wealth Advisors
Florida
$1.47K – – –
S
445
Sachetta
Massachusetts
$1.47K – – –
BFS
446
Bare Financial Services
Pennsylvania
$1.47K +$1.7K +5 New
HWA
447
HHM Wealth Advisors
Tennessee
$1.18K – – –
GFPC
448
Global Financial Private Client
Florida
$1.17K +$681 +2 +100%
HI
449
Horizon Investments
North Carolina
$1.17K +$1.36K +4 New
TCM
450
TD Capital Management
Tennessee
$883 – – –
16 17
18
19 20

LAD Hedge Fund Activity: Q1 2025 in Review

471 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2025, worth a combined $7.91B — down 21% from $10B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LAD positions and 54 closed out — a net gain of 35 holders — while 168 added to existing stakes and 136 trimmed.

The largest buyer was Coppell Advisory Solutions, adding an estimated $690M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $548M.

  • 471 institutional investors held Lithia Motors (LAD) as of Q1 2025, up from 441 in Q4 2024.
  • Funds reported $7.91B of Lithia Motors stock for Q1 2025, down 21% quarter-over-quarter.
  • 89 funds opened new Lithia Motors positions in Q1 2025 and 54 closed out, a net change of +35 holders.
  • The largest Lithia Motors buyer in Q1 2025 was Coppell Advisory Solutions, an estimated $690M added.
  • The largest Lithia Motors seller in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $548M sold.

Based on aggregated 13F filings for Q1 2025.