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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

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

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
Marshall Wace
26
Marshall Wace
United Kingdom
$54.1M +$33.5M +105,478 +184%
JP Morgan Chase
27
JP Morgan Chase
New York
$53.5M -$26.5M -83,556 -34%
Natixis Advisors
28
Natixis Advisors
Massachusetts
$52.2M +$4.7M +14,794 +10%
EAM
29
Eventide Asset Management
Massachusetts
$52M -$7.88M -24,801 -14%
AI
30
Advent International
Massachusetts
$50.4M +$473K +1,490 +1%
Invesco
31
Invesco
Georgia
$46.2M -$2.01M -6,336 -4%
UBS Group
32
UBS Group
Switzerland
$44.9M -$7.46M -23,504 -15%
Manulife (Manufacturers Life Insurance)
33
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$43.2M -$8M -25,197 -16%
GCM
34
Glenview Capital Management
New York
$42.4M +$17M +53,497 +72%
Millennium Management
35
Millennium Management
New York
$41.5M +$8.68M +27,347 +28%
HAI
36
Hennessy Advisors Inc
California
$39.2M -$2.1M -6,600 -5%
TSW
37
Thompson Siegel & Walmsley
Virginia
$38.5M +$12M +37,938 +49%
HMCP
38
Hook Mill Capital Partners
New York
$37M +$6.12M +19,276 +21%
FCM
39
Frontier Capital Management
Massachusetts
$34.5M -$402K -1,265 -1%
PWAM
40
Park West Asset Management
California
$33.2M +$12.7M +40,000 +67%
N
41
Nuveen
North Carolina
$32.9M -$6.26M -19,723 -17%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$32.6M +$5.62M +17,685 +22%
SEI Investments
43
SEI Investments
Pennsylvania
$32M +$7.94M +25,012 +35%
Franklin Resources
44
Franklin Resources
California
$30.7M -$7.13M -22,456 -20%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$29M -$2.24M -7,052 -7%
WHG
46
Westwood Holdings Group
Texas
$28.4M -$1.5M -4,733 -5%
Jane Street
47
Jane Street
New York
$28.3M +$23.2M +73,038 +596%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$28.3M -$1.95M -6,133 -7%
UBS AM
49
UBS AM
Illinois
$27M -$419K -1,321 -2%
Goldman Sachs
50
Goldman Sachs
New York
$26.2M -$71.5M -225,127 -74%
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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.