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Lithia Motors
LAD

478 hedge funds and large institutions have $7.99B invested in Lithia Motors in 2025 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 140 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 50

40% more call options, than puts

Call options by funds: $84.1M | Put options by funds: $60M

6% more funds holding

Funds holding: 452 → 478 (+26)

4.8% more ownership

Funds ownership: 94.79% → 99.6% (+4.8%)

4% more capital invested

Capital invested by funds: $7.68B → $7.99B (+$312M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

24% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 184

Holders
478
Holders Change
+26
Holders Change %
+5.75%
% of All Funds
5.81%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
85
Increased
140
Reduced
184
Closed
50
Calls
$84.1M
Puts
$60M
Net Calls
+$24.1M
Net Calls Change
+$24.5M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$104M
2
RRAM
River Road Asset Management
Kentucky
+$59.3M
3
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$38.1M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$34.5M
5
Marshall Wace
Marshall Wace
United Kingdom
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$142M
2
BlackRock
BlackRock
New York
-$84.9M
3
Goldman Sachs
Goldman Sachs
New York
-$71.5M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$49.6M
5
HHAM
HITE Hedge Asset Management
Massachusetts
-$41.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFAS
426
Keating Financial Advisory Services
Kansas
$5.98K +$5.72K +18 New
EW
427
Elyxium Wealth
California
$5.98K +$5.72K +18 New
FFO
428
Fortitude Family Office
Arizona
$5.65K – – –
MB
429
MidFirst Bank
Oklahoma
$5.65K +$5.4K +17 New
CTC
430
Central Trust Company
Missouri
$4.99K – – –
CTC
431
Cetera Trust Company
Minnesota
$4.99K – – –
BW
432
Bravera Wealth
North Dakota
$4.99K +$4.76K +15 New
BW
433
Basepoint Wealth
Iowa
$4.72K +$4.45K +14 New
HNW
434
High Note Wealth
Minnesota
$4.65K – – –
CAL
435
Capital Advisors Ltd
Ohio
$4K – – –
BFS
436
Bare Financial Services
Pennsylvania
$3.99K +$2.22K +7 +140%
WA
437
WPG Advisers
Maryland
$3.66K – – –
CT
438
Colonial Trust
South Carolina
$3.57K – – –
TWD
439
True Wealth Design
Ohio
$3.32K -$1.27K -4 -29%
BAM
440
Bellevue Asset Management
Washington
$3.32K – – –
FCT
441
First Community Trust
Iowa
$3.32K +$3.17K +10 New
EP
442
Essential Partners
California
$2.99K +$953 +3 +50%
USB
443
Union Savings Bank
Connecticut
$2.99K +$2.86K +9 New
FCAS
444
First Command Advisory Services
Texas
$2.66K – – –
PWMG
445
Prestige Wealth Management Group
New Jersey
$2.66K – – –
DPW
446
DiNuzzo Private Wealth
Pennsylvania
$2.33K – – –
MCM
447
Manchester Capital Management
Vermont
$2.33K – – –
LFG
448
Larson Financial Group
Missouri
$2.33K – – –
OAJ
449
Ogorek Anthony Joseph
New York
$2K – – –
CH
450
Cromwell Holdings
Wyoming
$1.99K – – –
16 17
18
19 20

LAD Hedge Fund Activity: Q4 2025 in Review

478 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q4 2025, worth a combined $7.99B — up 4.1% from $7.68B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new LAD positions and 50 closed out — a net gain of 35 holders — while 140 added to existing stakes and 184 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $104M. The largest seller was Canada Pension Plan Investment Board, cutting an estimated $142M.

  • 478 institutional investors held Lithia Motors (LAD) as of Q4 2025, up from 452 in Q3 2025.
  • Funds reported $7.99B of Lithia Motors stock for Q4 2025, up 4.1% quarter-over-quarter.
  • 85 funds opened new Lithia Motors positions in Q4 2025 and 50 closed out, a net change of +35 holders.
  • The largest Lithia Motors buyer in Q4 2025 was Fidelity Investments, an estimated $104M added.
  • The largest Lithia Motors seller in Q4 2025 was Canada Pension Plan Investment Board, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2025.