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Lithia Motors

452 hedge funds and large institutions have $7.68B invested in Lithia Motors in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 62

0% less funds holding

Funds holding: 453452 (-1)

2% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $26.1M

5.77% less ownership

Funds ownership: 100.56%94.79% (-5.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

13% less capital invested

Capital invested by funds: $8.82B → $7.68B (-$1.14B)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
64
Increased
144
Reduced
169
Closed
62
Calls
$25.6M
Puts
$26.1M
Net Calls
-$466K
Net Calls Change
+$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
426
Manchester Capital Management
Vermont
$2.21K -$323 -1 -13%
LFG
427
Larson Financial Group
Missouri
$2.21K +$323 +1 +17%
OAJ
428
Ogorek Anthony Joseph
New York
$2K -$645 -2 -22%
CFD
429
Creative Financial Designs
Indiana
$1.9K
CH
430
Cromwell Holdings
Wyoming
$1.9K
EP
431
Essential Partners
California
$1.9K
TIM
432
Tortoise Investment Management
New York
$1.9K
JSAM
433
J. Safra Asset Management
New York
$1.9K +$1.94K +6 New
BFS
434
Bare Financial Services
Pennsylvania
$1.58K
PWA
435
Provenance Wealth Advisors
Florida
$1.58K
S
436
Sachetta
Massachusetts
$1.58K
RWM
437
Rialto Wealth Management
New York
$1.58K +$323 +1 +25%
CCM
438
Cloud Capital Management
Washington
$1K +$1.94K +6 New
TCM
439
TD Capital Management
Tennessee
$954
SIC
440
SJS Investment Consulting
Ohio
$948
VWA
441
Valued Wealth Advisors
Utah
$634
HIA
442
HFM Investment Advisors
New Jersey
$632 -$323 -1 -33%
BHWM
443
Bay Harbor Wealth Management
Maryland
$632
BI
444
Binnacle Investments
Iowa
$632
PWMG
445
Private Wealth Management Group
New Jersey
$632
RS
446
Rakuten Securities
Japan
$632
TFM
447
TFC Financial Management
Massachusetts
$632
EWP
448
Elevation Wealth Partners
California
$632 +$645 +2 New
RIL
449
Rothschild Investment LLC
Illinois
$632 +$645 +2 New
TFA
450
Transamerica Financial Advisors
Florida
$632 +$645 +2 New

LAD Hedge Fund Activity: Q3 2025 in Review

452 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2025, worth a combined $7.68B — down 13% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LAD positions and 62 closed out — a net gain of 2 holders — while 144 added to existing stakes and 169 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $46.3M. The largest seller was BlackRock, cutting an estimated $77M.

  • 452 institutional investors held Lithia Motors (LAD) as of Q3 2025, down from 453 in Q2 2025.
  • Funds reported $7.68B of Lithia Motors stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Lithia Motors positions in Q3 2025 and 62 closed out, a net change of +2 holders.
  • The largest Lithia Motors buyer in Q3 2025 was River Road Asset Management, an estimated $46.3M added.
  • The largest Lithia Motors seller in Q3 2025 was BlackRock, an estimated $77M sold.

Based on aggregated 13F filings for Q3 2025.