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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
Citadel Advisors
51
Citadel Advisors
Florida
$30.8M +$12.9M +41,842 +85%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$30.3M -$478K -1,546 -2%
WHG
53
Westwood Holdings Group
Texas
$28.6M +$2.23M +7,204 +9%
Schroder Investment Management Group
54
Schroder Investment Management Group
United Kingdom
$27.4M -$3.76M -12,142 -13%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$25.8M -$410K -1,325 -2%
CSS
56
Cubist Systematic Strategies
Connecticut
$22.8M +$1.65M +5,337 +9%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$22.6M -$894K -2,891 -4%
SEI Investments
58
SEI Investments
Pennsylvania
$21.8M +$2.88M +9,297 +17%
WP
59
Woodline Partners
California
$21.8M +$6.09M +19,675 +44%
Legal & General Group
60
Legal & General Group
United Kingdom
$20.4M +$746K +2,413 +4%
Principal Financial Group
61
Principal Financial Group
Iowa
$19.9M -$696K -2,251 -4%
IAM
62
Iridian Asset Management
Connecticut
$18M -$2.49M -8,053 -13%
Swiss National Bank
63
Swiss National Bank
Switzerland
$17M -$433K -1,400 -3%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$16.2M +$10.3M +33,175 +220%
Raymond James Financial
65
Raymond James Financial
Florida
$15.5M +$1.46M +4,714 +11%
Loomis, Sayles & Company
66
Loomis, Sayles & Company
Massachusetts
$15.4M +$556K +1,798 +4%
AG
67
Algert Global
California
$15.4M -$345K -1,115 -2%
Boston Partners
68
Boston Partners
Massachusetts
$15.4M -$959K -3,099 -6%
LCM
69
Logan Capital Management
Pennsylvania
$15.3M -$511K -1,653 -4%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$15.2M -$4.34M -14,026 -24%
TI
71
Trexquant Investment
Connecticut
$14.3M +$9.45M +30,558 +260%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$14.1M +$29.1K +94 +0.2%
CIBC Private Wealth Group
73
CIBC Private Wealth Group
Georgia
$13.7M -$313K -1,011 -2%
AllianceBernstein
74
AllianceBernstein
Tennessee
$13.7M -$415K -1,341 -3%
Russell Investments Group
75
Russell Investments Group
United Kingdom
$13.4M +$189K +610 +2%

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.