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Lithia Motors

452 hedge funds and large institutions have $7.68B invested in Lithia Motors in 2025 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 144 increasing their positions, 169 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 62

0% less funds holding

Funds holding: 453452 (-1)

2% less call options, than puts

Call options by funds: $25.6M | Put options by funds: $26.1M

5.77% less ownership

Funds ownership: 100.56%94.79% (-5.8%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

13% less capital invested

Capital invested by funds: $8.82B → $7.68B (-$1.14B)

15% less repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 169

Holders
452
Holders Change
-1
Holders Change %
-0.22%
% of All Funds
5.93%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
64
Increased
144
Reduced
169
Closed
62
Calls
$25.6M
Puts
$26.1M
Net Calls
-$466K
Net Calls Change
+$5.11M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$826M -$77M -238,805 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$815M -$17.4M -53,960 -2%
ACM
3
Abrams Capital Management
Massachusetts
$787M +$14.8M +45,856 +2%
Harris Associates
4
Harris Associates
Illinois
$626M -$2.96M -9,164 -0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$424M +$4.52M +14,015 +1%
State Street
6
State Street
Massachusetts
$256M -$4.91M -15,206 -2%
RRAM
7
River Road Asset Management
Kentucky
$176M +$46.3M +143,533 +35%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$172M +$45.4M +140,696 +35%
LAM
9
Lyrical Asset Management
New York
$159M +$11.2M +34,700 +7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$154M +$2.34M +7,266 +2%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$143M -$51.2M -158,695 -26%
Hotchkis & Wiley Capital Management
12
Hotchkis & Wiley Capital Management
California
$135M +$4.77M +14,781 +4%
CM
13
Conifer Management
New York
$126M -$32.3M -100,000 -20%
CLG
14
Cooperman Leon G
$100M
Morgan Stanley
15
Morgan Stanley
New York
$98.6M -$52.3M -162,059 -34%
Goldman Sachs
16
Goldman Sachs
New York
$96M +$17.2M +53,287 +21%
MAM
17
Madison Asset Management
Wisconsin
$89.4M -$577K -1,789 -0.6%
BIM
18
Bridges Investment Management
Nebraska
$83.2M +$2.44M +7,558 +3%
JP Morgan Chase
19
JP Morgan Chase
New York
$77.3M +$5.11M +15,832 +7%
Royal London Asset Management
20
Royal London Asset Management
United Kingdom
$77.2M -$4.04M -12,524 -5%
Northern Trust
21
Northern Trust
Illinois
$77M -$1.27M -3,923 -2%
TCM
22
Tensile Capital Management
California
$74.4M +$3.87M +12,000 +5%
Ameriprise
23
Ameriprise
Minnesota
$70.1M +$10.9M +33,931 +18%
Charles Schwab
24
Charles Schwab
California
$66.8M +$407K +1,263 +0.6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$65.5M -$2.78M -8,606 -4%

LAD Hedge Fund Activity: Q3 2025 in Review

452 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q3 2025, worth a combined $7.68B — down 13% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new LAD positions and 62 closed out — a net gain of 2 holders — while 144 added to existing stakes and 169 trimmed.

The largest buyer was River Road Asset Management, adding an estimated $46.3M. The largest seller was BlackRock, cutting an estimated $77M.

  • 452 institutional investors held Lithia Motors (LAD) as of Q3 2025, down from 453 in Q2 2025.
  • Funds reported $7.68B of Lithia Motors stock for Q3 2025, down 13% quarter-over-quarter.
  • 64 funds opened new Lithia Motors positions in Q3 2025 and 62 closed out, a net change of +2 holders.
  • The largest Lithia Motors buyer in Q3 2025 was River Road Asset Management, an estimated $46.3M added.
  • The largest Lithia Motors seller in Q3 2025 was BlackRock, an estimated $77M sold.

Based on aggregated 13F filings for Q3 2025.