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Lithia Motors

453 hedge funds and large institutions have $8.82B invested in Lithia Motors in 2025 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 166 increasing their positions, 167 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $7.91B → $8.82B (+$909M)

1% less repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 167

4% less funds holding

Funds holding: 471453 (-18)

9.54% less ownership

Funds ownership: 110.11%100.56% (-9.5%)

17% less call options, than puts

Call options by funds: $28M | Put options by funds: $33.6M

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

23% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 74

Holders
453
Holders Change
-18
Holders Change %
-3.82%
% of All Funds
5.96%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
57
Increased
166
Reduced
167
Closed
74
Calls
$28M
Puts
$33.6M
Net Calls
-$5.58M
Net Calls Change
+$6.58M
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
501
Prelude Capital Management
New York
-$228K -776 Closed
FRM
502
Fox Run Management
Connecticut
-$207K -705 Closed
QL
503
Quarry LP
New York
-$136K -462 Closed
Mitsubishi UFJ Trust & Banking
504
Mitsubishi UFJ Trust & Banking
Japan
-$86.9K -296 Closed
MG
505
Mather Group
Illinois
-$84.5K -288 Closed
RMP
506
Richards, Merrill & Peterson
Washington
-$83.7K -285 Closed
EI
507
eCIO Inc
Wisconsin
-$54.9K -187 Closed
RTC
508
Riverview Trust Company
Washington
-$17.6K -60 Closed
KSWA
509
Kathleen S. Wright Associates
Pennsylvania
-$15.9K -54 Closed
Amundi
510
Amundi
France
-$9.03K -32 Closed
HCM
511
Hollencrest Capital Management
California
-$7.34K -25 Closed
CPG
512
Cornerstone Planning Group
New Jersey
-$6.29K -23 Closed
CAWM
513
Capital A Wealth Management
Pennsylvania
-$4.7K -16 Closed
KFI
514
Key Financial Inc
Pennsylvania
-$4.11K -14 Closed
OC
515
Oakworth Capital
Alabama
-$2.94K -10 Closed
GFPC
516
Global Financial Private Client
Florida
-$1.17K -4 Closed
HWA
517
HHM Wealth Advisors
Tennessee
-$1.18K -4 Closed
MAS
518
MPWM Advisory Solutions
Georgia
-$881 -3 Closed
ACA
519
American Capital Advisory
Idaho
-$588 -2 Closed
CFO
520
CVA Family Office
Colorado
-$587 -2 Closed
HFS
521
Hughes Financial Services
Virginia
-$594 -2 Closed
PWA
522
Principia Wealth Advisory
Texas
-$608 -2 Closed
WCM
523
WealthTrak Capital Management
Virginia
-$588 -2 Closed
GP
524
Greenline Partners
New York
-$294 -1 Closed
MCM
525
MV Capital Management
Maryland
-$294 -1 Closed

LAD Hedge Fund Activity: Q2 2025 in Review

453 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q2 2025, worth a combined $8.82B — up 11% from $7.91B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of LAD and 57 opened new positions — a net loss of 17 holders — while 167 trimmed existing stakes and 166 added.

The largest buyer was BlackRock, adding an estimated $83.6M. The largest seller was Brave Warrior Advisors, exiting entirely with an estimated $112M sold.

  • 453 institutional investors held Lithia Motors (LAD) as of Q2 2025, down from 471 in Q1 2025.
  • Funds reported $8.82B of Lithia Motors stock for Q2 2025, up 11% quarter-over-quarter.
  • 57 funds opened new Lithia Motors positions in Q2 2025 and 74 closed out, a net change of -17 holders.
  • The largest Lithia Motors buyer in Q2 2025 was BlackRock, an estimated $83.6M added.
  • The largest Lithia Motors seller in Q2 2025 was Brave Warrior Advisors, an estimated $112M sold.

Based on aggregated 13F filings for Q2 2025.