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Lithia Motors
LAD

Overview Fund Activity

445 hedge funds and large institutions have $8.77B invested in Lithia Motors in 2025 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 164 increasing their positions, 165 reducing their positions, and 73 closing their positions.

Holders
445
Holders Change
-26
Holders Change %
-5.52%
% of All Funds
5.97%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
53
Increased
164
Reduced
165
Closed
73
Calls
$25.5M
Puts
$28.7M
Net Calls
-$3.25M
Net Calls Change
+$8.91M

Top Buyers

1
BlackRock
1
BlackRock
New York
$963M
2
Goldman Sachs
2
Goldman Sachs
New York
$84.7M
3
UBS Group
3
UBS Group
Switzerland
$101M
4
Morgan Stanley
4
Morgan Stanley
New York
$160M
5
Millennium Management
5
Millennium Management
New York
$91.9M

Top Sellers

1
BWA
1
Brave Warrior Advisors
New York
$0
2
SCM
2
Steadfast Capital Management
New York
$0
3
AI
3
Advent International
Massachusetts
$50.5M
4
WCM
4
Wedge Capital Management
North Carolina
$0
5
CCM
5
Cadian Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RMP
501
Richards, Merrill & Peterson
Washington
– – -285 Closed
EI
502
eCIO Inc
Wisconsin
– – -187 Closed
RTC
503
Riverview Trust Company
Washington
– – -60 Closed
KSWA
504
Kathleen S. Wright Associates
Pennsylvania
– – -54 Closed
Amundi
505
Amundi
France
– – -32 Closed
HCM
506
Hollencrest Capital Management
California
– – -25 Closed
CPG
507
Cornerstone Planning Group
New Jersey
– – -23 Closed
KFI
508
Key Financial Inc
Pennsylvania
– – -14 Closed
OC
509
Oakworth Capital
Alabama
– – -10 Closed
GFPC
510
Global Financial Private Client
Florida
– – -4 Closed
HWA
511
HHM Wealth Advisors
Tennessee
– – -4 Closed
MAS
512
MPWM Advisory Solutions
Georgia
– – -3 Closed
HFS
513
Hughes Financial Services
Virginia
– – -2 Closed
PWA
514
Principia Wealth Advisory
Texas
– – -2 Closed
WCM
515
WealthTrak Capital Management
Virginia
– – -2 Closed
CFO
516
CVA Family Office
Colorado
– – -2 Closed
ACA
517
American Capital Advisory
Idaho
– – -2 Closed
MCM
518
MV Capital Management
Maryland
– – -1 Closed
RIL
519
Rothschild Investment LLC
Illinois
– – -1 Closed
GP
520
Greenline Partners
New York
– – -1 Closed
IMC Chicago
521
IMC Chicago
Illinois
– – – –
AW
522
Avion Wealth
Texas
$0 2 – –
Group One Trading
523
Group One Trading
Illinois
– – – –
Walleye Trading
524
Walleye Trading
New York
– – – –
AIP
525
Arrowpoint Investment Partners
Singapore
– – – –
18 19 20
21
22