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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
Bank of New York Mellon
26
Bank of New York Mellon
New York
$68.4M -$1.58M -4,633 -2%
EAM
27
Eventide Asset Management
Massachusetts
$67.6M +$4.53M +13,291 +6%
CC
28
Chicago Capital
Illinois
$63.1M +$399K +1,172 +0.5%
Charles Schwab
29
Charles Schwab
California
$61.9M +$913K +2,681 +1%
Squarepoint
30
Squarepoint
New York
$59.9M +$69.5M +204,069 New
PWAM
31
Park West Asset Management
California
$58.8M +$68.2M +200,400 New
Man Group
32
Man Group
United Kingdom
$58.3M +$52.6M +154,373 +349%
FCM
33
Frontier Capital Management
Massachusetts
$57.3M -$26.2M -76,955 -28%
UBS Group
34
UBS Group
Switzerland
$54.8M -$16.2M -47,651 -20%
Millennium Management
35
Millennium Management
New York
$53.4M +$58.7M +172,410 +1,841%
HHAM
36
HITE Hedge Asset Management
Massachusetts
$48.2M +$23.1M +67,773 +70%
BCIM
37
British Columbia Investment Management
British Columbia, Canada
$48.1M -$3.24M -9,500 -5%
Manulife (Manufacturers Life Insurance)
38
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$46.5M -$8.68M -25,492 -14%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$46.2M -$5.45M -16,019 -9%
Ameriprise
40
Ameriprise
Minnesota
$38.8M +$2.55M +7,491 +6%
SSA
41
Schonfeld Strategic Advisors
New York
$37.7M +$8.85M +25,980 +25%
WCM
42
Wedge Capital Management
North Carolina
$37.1M -$1.27M -3,732 -3%
Point72 Asset Management
43
Point72 Asset Management
Connecticut
$36.9M -$3.96M -11,625 -8%
Bank of America
44
Bank of America
North Carolina
$36.8M +$23.7M +69,720 +125%
Assenagon Asset Management
45
Assenagon Asset Management
Luxembourg
$36.8M +$42.6M +125,237 New
Invesco
46
Invesco
Georgia
$35.1M +$1.7M +5,005 +4%
Alyeska Investment Group
47
Alyeska Investment Group
Illinois
$33.3M -$8.58M -25,198 -18%
Goldman Sachs
48
Goldman Sachs
New York
$33.3M +$15.6M +45,716 +68%
CCM
49
Cadian Capital Management
New York
$33.1M +$8.68M +25,500 +29%
N
50
Nuveen
North Carolina
$32.8M +$8.6M +25,243 +29%
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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.