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Lithia Motors

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: 452478 (+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: 88 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Harbour Investments
Wisconsin
$332 +$318 +1 New
SEP
477
Signature Equity Partners
Ohio
$332 +$318 +1 New
EPG
478
Estate Planners Group
Pennsylvania
$52
HHAM
479
HITE Hedge Asset Management
Massachusetts
-$41.2M -130,295 Closed
Man Group
480
Man Group
United Kingdom
-$31.1M -98,373 Closed
Squarepoint
481
Squarepoint
New York
-$21.1M -66,727 Closed
Holocene Advisors
482
Holocene Advisors
New York
-$15.7M -49,576 Closed
TC
483
TwinBeech Capital
New York
-$9.44M -29,878 Closed
OCM
484
Osterweis Capital Management
California
-$3.45M -10,914 Closed
EF
485
Empowered Funds
Pennsylvania
-$3.18M -10,060 Closed
SIM
486
SRS Investment Management
New York
-$2.75M -8,705 Closed
Envestnet Portfolio Solutions
487
Envestnet Portfolio Solutions
Illinois
-$953K -3,017 Closed
FCBT
488
First Citizens Bank & Trust
North Carolina
-$951K -3,011 Closed
SDIC
489
South Dakota Investment Council
South Dakota
-$757K -2,395 Closed
TSS
490
Two Sigma Securities
New York
-$717K -2,268 Closed
Mariner
491
Mariner
Kansas
-$674K -2,134 Closed
HSA
492
Hussman Strategic Advisors
Maryland
-$664K -2,100 Closed
JAM
493
Jupiter Asset Management
United Kingdom
-$548K -1,734 Closed
ET
494
Entropy Technologies
New York
-$537K -1,700 Closed
AG
495
AIA Group
Hong Kong
-$521K -1,649 Closed
First Eagle Investment Management
496
First Eagle Investment Management
New York
-$520K -1,644 Closed
GCM
497
Graham Capital Management
Connecticut
-$428K -1,356 Closed
B
498
Bailard
California
-$411K -1,301 Closed
EWA
499
Exit Wealth Advisors
Georgia
-$393K -1,243 Closed
SI
500
Stephens Inc
Arkansas
-$340K -1,077 Closed

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.