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Penske Automotive Group

390 hedge funds and large institutions have $2.34B invested in Penske Automotive Group in 2025 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 149 increasing their positions, 117 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 36

27% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 117

5% more funds holding

Funds holding: 373390 (+17)

0.33% more ownership

Funds ownership: 24.08%24.4% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $2.45B → $2.34B (-$107M)

12% less call options, than puts

Call options by funds: $3.57M | Put options by funds: $4.08M

Holders
390
Holders Change
+17
Holders Change %
+4.56%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
55
Increased
149
Reduced
117
Closed
36
Calls
$3.57M
Puts
$4.08M
Net Calls
-$504K
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
376
Capital Advisors Ltd
Ohio
$1K +$801 +5 +125%
AssetMark Inc
377
AssetMark Inc
California
$864 -$160 -1 -14%
Amundi
378
Amundi
France
$847 +$961 +6 New
WCM
379
WealthTrak Capital Management
Virginia
$720 +$481 +3 +150%
NC
380
NewSquare Capital
Pennsylvania
$720 +$801 +5 New
HI
381
Harbour Investments
Wisconsin
$576 -$320 -2 -33%
BI
382
Binnacle Investments
Iowa
$576 +$641 +4 New
AF
383
Advisornet Financial
Minnesota
$432 +$481 +3 New
PS
384
Principal Securities
Iowa
$305
PWM
385
Parkworth Wealth Management
California
$288
ACA
386
American Capital Advisory
Idaho
$288 +$320 +2 New
BHWM
387
Bay Harbor Wealth Management
Maryland
$287 +$320 +2 New
TFM
388
TFC Financial Management
Massachusetts
$144
HIA
389
HFM Investment Advisors
New Jersey
$144 +$160 +1 New
MCM
390
MV Capital Management
Maryland
$144 +$160 +1 New
Balyasny Asset Management
391
Balyasny Asset Management
Illinois
-$3.23M -21,221 Closed
CCIA
392
Campbell & Co Investment Adviser
Maryland
-$2.07M -13,559 Closed
CM
393
Crestline Management
Texas
-$2.04M -13,409 Closed
AWM
394
Axxcess Wealth Management
California
-$1.83M -11,993 Closed
WAM
395
Weiss Asset Management
Massachusetts
-$1.75M -11,450 Closed
QT
396
Quantbot Technologies
New York
-$1.53M -10,054 Closed
PEAK6
397
PEAK6
Illinois
-$1M -6,572 Closed
FC
398
Farringdon Capital
United Kingdom
-$944K -6,191 Closed
II
399
Inspire Investing
Idaho
-$940K -6,164 Closed
ACM
400
Aster Capital Management
United Arab Emirates
-$761K -4,991 Closed

PAG Hedge Fund Activity: Q1 2025 in Review

390 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q1 2025, worth a combined $2.34B — down 4.4% from $2.45B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new PAG positions and 36 closed out — a net gain of 19 holders — while 149 added to existing stakes and 117 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $26.7M. The largest seller was Dimensional Fund Advisors, cutting an estimated $24.4M.

  • 390 institutional investors held Penske Automotive Group (PAG) as of Q1 2025, up from 373 in Q4 2024.
  • Funds reported $2.34B of Penske Automotive Group stock for Q1 2025, down 4.4% quarter-over-quarter.
  • 55 funds opened new Penske Automotive Group positions in Q1 2025 and 36 closed out, a net change of +19 holders.
  • The largest Penske Automotive Group buyer in Q1 2025 was Fidelity Investments, an estimated $26.7M added.
  • The largest Penske Automotive Group seller in Q1 2025 was Dimensional Fund Advisors, an estimated $24.4M sold.

Based on aggregated 13F filings for Q1 2025.