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Lithia Motors

471 hedge funds and large institutions have $7.91B invested in Lithia Motors in 2025 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 168 increasing their positions, 136 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 54

38% more funds holding in top 10

Funds holding in top 10: 811 (+3)

24% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 136

7% more funds holding

Funds holding: 441471 (+30)

4.96% more ownership

Funds ownership: 105.15%110.11% (+5%)

21% less capital invested

Capital invested by funds: $10B → $7.91B (-$2.1B)

29% less call options, than puts

Call options by funds: $29.4M | Put options by funds: $41.6M

Holders
471
Holders Change
+30
Holders Change %
+6.8%
% of All Funds
6.32%
Holding in Top 10
11
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+37.5%
% of All Funds
0.15%
New
89
Increased
168
Reduced
136
Closed
54
Calls
$29.4M
Puts
$41.6M
Net Calls
-$12.2M
Net Calls Change
-$13.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$784M -$13.4M -39,356 -1%
BlackRock
2
BlackRock
New York
$758M +$78M +229,072 +10%
ACM
3
Abrams Capital Management
Massachusetts
$718M +$18.2M +53,490 +2%
Harris Associates
4
Harris Associates
Illinois
$588M +$18.6M +54,544 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$372M +$24.9M +72,980 +6%
State Street
6
State Street
Massachusetts
$249M +$640K +1,878 +0.2%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$170M
LAM
8
Lyrical Asset Management
New York
$148M -$2.5M -7,350 -1%
CM
9
Conifer Management
New York
$147M
Fidelity Investments
10
Fidelity Investments
Massachusetts
$142M -$49.4M -145,193 -23%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$137M +$9.32M +27,381 +6%
Norges Bank
12
Norges Bank
Norway
$126M +$1.09M +3,200 +0.7%
BWA
13
Brave Warrior Advisors
New York
$112M -$78.6M -230,677 -38%
Morgan Stanley
14
Morgan Stanley
New York
$111M -$26.2M -76,807 -17%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$111M +$10.4M +30,420 +9%
Royal London Asset Management
16
Royal London Asset Management
United Kingdom
$99.5M -$7.86M -23,082 -6%
RRAM
17
River Road Asset Management
Kentucky
$95.8M -$71.9K -211 -0.1%
CLG
18
Cooperman Leon G
$93.2M
AI
19
Advent International
Massachusetts
$84.2M +$23.7M +69,635 +32%
MAM
20
Madison Asset Management
Wisconsin
$82.3M +$8.63M +25,331 +10%
SCM
21
Steadfast Capital Management
New York
$81.3M -$62.5M -183,400 -40%
Northern Trust
22
Northern Trust
Illinois
$78.7M +$3.84M +11,289 +4%
JP Morgan Chase
23
JP Morgan Chase
New York
$72.3M +$7.81M +22,924 +10%
BIM
24
Bridges Investment Management
Nebraska
$70.9M +$3.92M +11,500 +5%
TCM
25
Tensile Capital Management
California
$69.1M

LAD Hedge Fund Activity: Q1 2025 in Review

471 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2025, worth a combined $7.91B — down 21% from $10B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new LAD positions and 54 closed out — a net gain of 35 holders — while 168 added to existing stakes and 136 trimmed.

The largest buyer was Coppell Advisory Solutions, adding an estimated $690M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $548M.

  • 471 institutional investors held Lithia Motors (LAD) as of Q1 2025, up from 441 in Q4 2024.
  • Funds reported $7.91B of Lithia Motors stock for Q1 2025, down 21% quarter-over-quarter.
  • 89 funds opened new Lithia Motors positions in Q1 2025 and 54 closed out, a net change of +35 holders.
  • The largest Lithia Motors buyer in Q1 2025 was Coppell Advisory Solutions, an estimated $690M added.
  • The largest Lithia Motors seller in Q1 2025 was Barrow, Hanley, Mewhinney & Strauss, an estimated $548M sold.

Based on aggregated 13F filings for Q1 2025.