Lithia Motors
436 hedge funds and large institutions have $6.12B invested in Lithia Motors in 2026 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 158 increasing their positions, 156 reducing their positions, and 96 closing their positions.
5.7% more ownership
Funds ownership: 99.16% → 104.86% (+5.7%)
1% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 156
9% less funds holding
Funds holding: 481 → 436 (-45)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
23% less capital invested
Capital invested by funds: $7.99B → $6.12B (-$1.87B)
41% less first-time investments, than exits
New positions opened: 57 | Existing positions closed: 96
81% less call options, than puts
Call options by funds: $40.9M | Put options by funds: $216M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$267M |
| 2 |
CB
Cooke & Bieler
Philadelphia,
Pennsylvania
|
+$103M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$76.5M |
| 4 |
BlackRock
New York
|
+$49.1M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$35.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CM
Conifer Management
New York
|
-$55.8M |
| 2 |
HMCP
Hook Mill Capital Partners
New York
|
-$37M |
| 3 |
Millennium Management
New York
|
-$36.6M |
| 4 |
EAM
Eventide Asset Management
Boston,
Massachusetts
|
-$33.8M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
-$26.7M |
LAD Hedge Fund Activity: Q1 2026 in Review
436 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in Lithia Motors (LAD) for Q1 2026, worth a combined $6.12B — down 23% from $7.99B a quarter earlier.
Sellers outnumbered buyers: 96 funds closed out of LAD and 57 opened new positions — a net loss of 39 holders — while 156 trimmed existing stakes and 158 added.
The largest buyer was Fidelity Investments, adding an estimated $267M. The largest seller was Conifer Management, cutting an estimated $55.8M.
- 436 institutional investors held Lithia Motors (LAD) as of Q1 2026, down from 481 in Q4 2025.
- Funds reported $6.12B of Lithia Motors stock for Q1 2026, down 23% quarter-over-quarter.
- 57 funds opened new Lithia Motors positions in Q1 2026 and 96 closed out, a net change of -39 holders.
- The largest Lithia Motors buyer in Q1 2026 was Fidelity Investments, an estimated $267M added.
- The largest Lithia Motors seller in Q1 2026 was Conifer Management, an estimated $55.8M sold.
Based on aggregated 13F filings for Q1 2026.