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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
NMIMC
176
Northwestern Mutual Investment Management Company
Wisconsin
$1.8M -$92.1K -290 -5%
DCM
177
Dean Capital Management
Kansas
$1.8M +$53.3K +168 +3%
JF
178
Jump Financial
Illinois
$1.71M -$9.34M -29,420 -85%
JGC
179
J. Goldman & Co
New York
$1.7M +$1.62M +5,112 New
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M +$105K +332 +7%
IAA
181
Independent Advisor Alliance
North Carolina
$1.68M +$1.6M +5,042 New
NMERB
182
New Mexico Educational Retirement Board
New Mexico
$1.66M -$191K -600 -11%
Mitsubishi UFJ Trust & Banking
183
Mitsubishi UFJ Trust & Banking
Japan
$1.64M -$37.5K -118 -2%
PFS
184
Prospera Financial Services
Texas
$1.62M -$130K -409 -8%
OPERF
185
Oregon Public Employees Retirement Fund
Oregon
$1.61M -$83.5K -263 -5%
FRM
186
Fox Run Management
Connecticut
$1.59M +$1.23M +3,860 +420%
LCM
187
LRT Capital Management
Texas
$1.54M +$252K +795 +21%
OQS
188
Occudo Quantitative Strategies
Florida
$1.53M +$11.7K +37 +0.8%
AIP
189
Ameritas Investment Partners
Nebraska
$1.48M -$115K -362 -8%
Daiwa Securities Group
190
Daiwa Securities Group
Japan
$1.41M +$52.4K +165 +4%
URS
191
Utah Retirement Systems
Utah
$1.38M -$27.9K -88 -2%
Creative Planning
192
Creative Planning
Kansas
$1.35M +$496K +1,562 +63%
Bank of Nova Scotia
193
Bank of Nova Scotia
Ontario, Canada
$1.34M +$1.29M +4,047 New
Walleye Capital
194
Walleye Capital
New York
$1.33M +$1.27M +4,008 New
Capstone Investment Advisors
195
Capstone Investment Advisors
New York
$1.3M +$1.24M +3,900 New
WA
196
Waverly Advisors
Alabama
$1.29M -$20.3K -64 -2%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$1.28M +$52.7K +166 +5%
Neuberger Berman Group
198
Neuberger Berman Group
New York
$1.23M +$126K +396 +12%
VPIM
199
Vanguard Personalized Indexing Management
California
$1.22M -$1.59K -5 -0.1%
Victory Capital Management
200
Victory Capital Management
Texas
$1.21M -$47.6K -150 -4%

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.