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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
NFSG
426
Newbridge Financial Services Group
Florida
$2.38K
DPW
427
DiNuzzo Private Wealth
Pennsylvania
$2.37K
BAM
428
Bellevue Asset Management
Washington
$2.36K
CFD
429
Creative Financial Designs
Indiana
$2.03K +$1.24K +4 +200%
LFG
430
Larson Financial Group
Missouri
$2.03K -$619 -2 -25%
CH
431
Cromwell Holdings
Wyoming
$2.03K +$1.24K +4 +200%
EP
432
Essential Partners
California
$2.03K +$1.86K +6 New
TIM
433
Tortoise Investment Management
New York
$2.03K +$1.86K +6 New
S
434
Sachetta
Massachusetts
$1.69K
BFS
435
Bare Financial Services
Pennsylvania
$1.69K
PWA
436
Provenance Wealth Advisors
Florida
$1.69K
TWD
437
True Wealth Design
Ohio
$1.35K +$619 +2 +100%
RWM
438
Rialto Wealth Management
New York
$1.35K +$1.24K +4 New
TCM
439
TD Capital Management
Tennessee
$1.02K
SIC
440
SJS Investment Consulting
Ohio
$1.01K -$619 -2 -40%
HIA
441
HFM Investment Advisors
New Jersey
$1.01K +$619 +2 +200%
VWA
442
Valued Wealth Advisors
Utah
$677
RS
443
Rakuten Securities
Japan
$676 -$46.4K -150 -99%
BI
444
Binnacle Investments
Iowa
$676
PWMG
445
Private Wealth Management Group
New Jersey
$676
TFM
446
TFC Financial Management
Massachusetts
$676 +$309 +1 +100%
KIM
447
Kestra Investment Management
Texas
$676 +$619 +2 New
BHWM
448
Bay Harbor Wealth Management
Maryland
$675 +$309 +1 +100%
SC
449
SouthState Corp
Florida
$338 -$309 -1 -50%
PWM
450
Parkworth Wealth Management
California
$338

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.