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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
JF
76
Jump Financial
Illinois
$13.4M +$4.84M +15,637 +65%
Holocene Advisors
77
Holocene Advisors
New York
$13.1M +$3.25M +10,492 +37%
Barclays
78
Barclays
United Kingdom
$12.2M +$3.93M +12,717 +55%
New York State Teachers Retirement System (NYSTRS)
79
New York State Teachers Retirement System (NYSTRS)
New York
$11.7M +$793K +2,564 +8%
Wellington Management Group
80
Wellington Management Group
Massachusetts
$11.7M +$6.89M +22,280 +182%
SSA
81
Schonfeld Strategic Advisors
New York
$11.2M -$29.5M -95,307 -74%
First Trust Advisors
82
First Trust Advisors
Illinois
$10.4M -$461K -1,490 -5%
Massachusetts Financial Services
83
Massachusetts Financial Services
Massachusetts
$10.3M +$9.48M +30,636 New
GAM
84
Gotham Asset Management
New York
$10.3M +$7.25M +23,426 +334%
Wells Fargo
85
Wells Fargo
California
$10M -$315K -1,017 -3%
Voloridge Investment Management
86
Voloridge Investment Management
Florida
$9.98M +$2.33M +7,542 +34%
EF
87
Empowered Funds
Pennsylvania
$9.85M +$921K +2,978 +11%
OCM
88
Osterweis Capital Management
California
$9.66M -$4.5M -14,535 -34%
DIA
89
Dana Investment Advisors
Wisconsin
$9.64M -$136K -441 -2%
HA
90
Harfst & Associates
Wyoming
$9.45M -$200K -645 -2%
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$9.34M +$245K +792 +3%
American Century Companies
92
American Century Companies
Missouri
$9.02M +$5.44M +17,583 +193%
CCM
93
Channing Capital Management
Illinois
$8.86M +$10.2K +33 +0.1%
California State Teachers Retirement System (CalSTRS)
94
California State Teachers Retirement System (CalSTRS)
California
$8.6M -$13K -42 -0.2%
HF
95
HRT Financial
New York
$8.19M +$2.94M +9,506 +65%
KCM
96
Kennedy Capital Management
Missouri
$8.07M -$1.27M -4,096 -15%
CM
97
Castleark Management
Illinois
$7.82M -$226K -730 -3%
GKIM
98
GW&K Investment Management
Massachusetts
$7.76M -$1M -3,233 -12%
Canada Life
99
Canada Life
Manitoba, Canada
$7.4M -$162K -524 -2%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$7.23M +$6.19K +20 +0.1%

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.