LAD icon

Lithia Motors

449 hedge funds and large institutions have $8.83B invested in Lithia Motors in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 168 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less ownership

Funds ownership:

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)

28% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 74

Holders
449
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28M
Puts
$33.6M
Net Calls
Net Calls Change

Top Buyers

1 +$91.3M
2 +$46.4M
3 +$38.4M
4
Morgan Stanley
Morgan Stanley
New York
+$32.9M
5
Millennium Management
Millennium Management
New York
+$30.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
426
Creative Financial Designs
Indiana
$2.03K
LFG
427
Larson Financial Group
Missouri
$2.03K
CH
428
Cromwell Holdings
Wyoming
$2.03K
TIM
429
Tortoise Investment Management
New York
$2.03K
S
430
Sachetta
Massachusetts
$1.69K
BFS
431
Bare Financial Services
Pennsylvania
$1.69K
PWA
432
Provenance Wealth Advisors
Florida
$1.69K
TWD
433
True Wealth Design
Ohio
$1.35K
RWM
434
Rialto Wealth Management
New York
$1.35K
TCM
435
TD Capital Management
Tennessee
$1.02K
SIC
436
SJS Investment Consulting
Ohio
$1.01K
HIA
437
HFM Investment Advisors
New Jersey
$1.01K
VWA
438
Valued Wealth Advisors
Utah
$677
RS
439
Rakuten Securities
Japan
$676
PWMG
440
Private Wealth Management Group
New Jersey
$676
BI
441
Binnacle Investments
Iowa
$676
TFM
442
TFC Financial Management
Massachusetts
$676
KIM
443
Kestra Investment Management
Texas
$676
BHWM
444
Bay Harbor Wealth Management
Maryland
$675
SC
445
SouthState Corp
Florida
$338
PWM
446
Parkworth Wealth Management
California
$338
NC
447
NewSquare Capital
Pennsylvania
$338
AF
448
Advisornet Financial
Minnesota
$338
CAS
449
Coppell Advisory Solutions
Texas
BWA
450
Brave Warrior Advisors
New York