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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
IC
501
Inscription Capital
Texas
-$308K -975 Closed
MYIA
502
Mount Yale Investment Advisors
Colorado
-$281K -890 Closed
ASN
503
Advisory Services Network
Georgia
-$239K -757 Closed
OWM
504
OneAscent Wealth Management
Alabama
-$233K -737 Closed
WI
505
WBI Investments
New Jersey
-$233K -737 Closed
SPA
506
Sherbrooke Park Advisers
New York
-$233K -736 Closed
VAS
507
Vestmark Advisory Solutions
Massachusetts
-$225K -712 Closed
EI
508
Ethic Inc
New York
-$217K -687 Closed
ACM
509
Aster Capital Management
United Arab Emirates
-$211K -668 Closed
ECM
510
Everence Capital Management
Indiana
-$205K -650 Closed
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
-$202K -639 Closed
MG
512
Mather Group
Illinois
-$80.9K -256 Closed
MA
513
Montag & Associates
Georgia
-$55.3K -175 Closed
Optiver Holding
514
Optiver Holding
Netherlands
-$51.5K -163 Closed
RA
515
Rise Advisors
New York
-$47.1K -149 Closed
Simplex Trading
516
Simplex Trading
Illinois
-$38.1K -120 Closed
EB
517
Eastern Bank
Massachusetts
-$30.7K -97 Closed
BBHC
518
Brown Brothers Harriman & Co
New York
-$23.1K -73 Closed
AAS
519
Ameritas Advisory Services
Nebraska
-$22.3K -71 Closed
WANY
520
Wealthspire Advisors (New York)
New York
-$20.9K -66 Closed
BF
521
BOK Financial
Oklahoma
-$15.8K -50 Closed
WBC
522
West Branch Capital
Massachusetts
-$14.2K -45 Closed
PS
523
Principal Securities
Iowa
-$13.9K -44 Closed
BC
524
Bayforest Capital
United Kingdom
-$8.53K -27 Closed
WTA
525
Washington Trust Advisors
Massachusetts
-$8.22K -26 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.