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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
JSAM
451
J. Safra Asset Management
New York
$1.99K – – –
WIM
452
Westside Investment Management
California
$1.99K +$1.91K +6 New
PWA
453
Provenance Wealth Advisors
Florida
$1.66K – – –
S
454
Sachetta
Massachusetts
$1.66K – – –
EWP
455
Elevation Wealth Partners
California
$1.66K +$953 +3 +150%
IAIM
456
International Assets Investment Management
Florida
$1.66K +$1.59K +5 New
RWM
457
Rialto Wealth Management
New York
$1.33K -$318 -1 -20%
HPC
458
HM Payson & Co
Maine
$1.33K +$1.27K +4 New
QC
459
Quent Capital
New York
$1.33K +$1.27K +4 New
TCM
460
TD Capital Management
Tennessee
$1K – – –
CA
461
CoreCap Advisors
Michigan
$997 -$24.8K -78 -96%
SIC
462
SJS Investment Consulting
Ohio
$997 – – –
TFA
463
Transamerica Financial Advisors
Florida
$997 +$318 +1 +50%
BHWM
464
Bay Harbor Wealth Management
Maryland
$996 +$318 +1 +50%
PEAK6
465
PEAK6
Illinois
$956 +$953 +3 New
VWA
466
Valued Wealth Advisors
Utah
$668 – – –
CFD
467
Creative Financial Designs
Indiana
$665 -$1.27K -4 -67%
HIA
468
HFM Investment Advisors
New Jersey
$665 – – –
PWMG
469
Private Wealth Management Group
New Jersey
$665 – – –
RS
470
Rakuten Securities
Japan
$665 – – –
TFM
471
TFC Financial Management
Massachusetts
$665 – – –
CFM
472
Cornerstone Financial Management
Massachusetts
$665 +$635 +2 New
LWM
473
Lodestone Wealth Management
Washington
$665 +$635 +2 New
RF
474
Rossby Financial
Florida
$665 +$635 +2 New
ZBNA
475
Zions Bancorporation, National Association
Utah
$665 +$635 +2 New
17 18
19
20 21

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.