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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
BlackRock
1
BlackRock
New York
$963M +$83.6M +270,197 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$889M -$12.2M -39,353 -1%
ACM
3
Abrams Capital Management
Massachusetts
$826M
Harris Associates
4
Harris Associates
Illinois
$673M -$4.04M -13,066 -0.7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$448M +$18.3M +59,136 +5%
State Street
6
State Street
Massachusetts
$279M -$7.14M -23,082 -3%
Canada Pension Plan Investment Board
7
Canada Pension Plan Investment Board
Ontario, Canada
$207M +$10.5M +33,966 +6%
CM
8
Conifer Management
New York
$169M
Geode Capital Management
9
Geode Capital Management
Massachusetts
$162M +$3.67M +11,859 +3%
Morgan Stanley
10
Morgan Stanley
New York
$160M +$30.1M +97,332 +26%
LAM
11
Lyrical Asset Management
New York
$159M -$10.3M -33,322 -7%
Norges Bank
12
Norges Bank
Norway
$149M +$2.83M +9,139 +2%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$139M +$10.8M +34,872 +9%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$136M -$24.9M -80,547 -17%
RRAM
15
River Road Asset Management
Kentucky
$119M +$26.6M +86,121 +26%
CLG
16
Cooperman Leon G
$107M
UBS Group
17
UBS Group
Switzerland
$101M +$35.1M +113,623 +61%
MAM
18
Madison Asset Management
Wisconsin
$96.2M +$1.34M +4,348 +2%
Millennium Management
19
Millennium Management
New York
$91.9M +$27.9M +90,342 +50%
Royal London Asset Management
20
Royal London Asset Management
United Kingdom
$86.8M -$25.4M -82,116 -24%
BIM
21
Bridges Investment Management
Nebraska
$86.3M +$4.39M +14,179 +6%
Squarepoint
22
Squarepoint
New York
$85.1M +$14.8M +47,764 +23%
Goldman Sachs
23
Goldman Sachs
New York
$84.7M +$42.5M +137,262 +121%
Northern Trust
24
Northern Trust
Illinois
$83.6M -$6.41M -20,713 -8%
JP Morgan Chase
25
JP Morgan Chase
New York
$77.3M -$5.42M -17,507 -7%

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.