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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
MAS
451
MPWM Advisory Solutions
Georgia
$881 – – –
PWA
452
Principia Wealth Advisory
Texas
$608 +$681 +2 New
HFS
453
Hughes Financial Services
Virginia
$594 +$681 +2 New
PWMG
454
Private Wealth Management Group
New Jersey
$588 – – –
VWA
455
Valued Wealth Advisors
Utah
$588 – – –
ACA
456
American Capital Advisory
Idaho
$588 +$681 +2 New
SC
457
SouthState Corp
Florida
$588 +$681 +2 New
TWD
458
True Wealth Design
Ohio
$588 +$681 +2 New
WCM
459
WealthTrak Capital Management
Virginia
$588 +$681 +2 New
BI
460
Binnacle Investments
Iowa
$587 +$681 +2 New
CFD
461
Creative Financial Designs
Indiana
$587 +$681 +2 New
CH
462
Cromwell Holdings
Wyoming
$587 +$681 +2 New
CFO
463
CVA Family Office
Colorado
$587 +$681 +2 New
MCM
464
MV Capital Management
Maryland
$294 -$341 -1 -50%
PWM
465
Parkworth Wealth Management
California
$294 – – –
TFM
466
TFC Financial Management
Massachusetts
$294 – – –
GP
467
Greenline Partners
New York
$294 +$341 +1 New
HIA
468
HFM Investment Advisors
New Jersey
$294 +$341 +1 New
RIL
469
Rothschild Investment LLC
Illinois
$294 +$341 +1 New
BHWM
470
Bay Harbor Wealth Management
Maryland
$293 +$341 +1 New
ECU
471
Egerton Capital (UK)
United Kingdom
– -$113M -316,845 Closed
PL
472
Perpetual Ltd
Australia
– -$35.3M -98,691 Closed
ClearBridge Investments
473
ClearBridge Investments
New York
– -$26.5M -74,262 Closed
HMCP
474
Hook Mill Capital Partners
New York
– -$17.6M -49,358 Closed
ACM
475
Anomaly Capital Management
New York
– -$11.8M -33,142 Closed
17 18
19
20 21

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.