We are live on ! Find out more
PAG icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$289M +$904K +5,641 +0.3%
BlackRock
2
BlackRock
New York
$274M -$6.06M -37,833 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$184M -$24.4M -152,538 -11%
BAM
4
Burgundy Asset Management
Ontario, Canada
$124M +$9.08M +56,669 +7%
LSV Asset Management
5
LSV Asset Management
Illinois
$124M -$3.94M -24,600 -3%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$89.8M +$26.7M +166,716 +36%
State Street
7
State Street
Massachusetts
$88.6M -$865K -5,398 -0.9%
Bank of America
8
Bank of America
North Carolina
$79.3M +$3.65M +22,814 +4%
AQR Capital Management
9
AQR Capital Management
Connecticut
$79.1M -$7.04M -43,944 -7%
GI
10
GAMCO Investors
Connecticut
$59.9M -$280K -1,751 -0.4%
Goldman Sachs
11
Goldman Sachs
New York
$54.8M +$13.5M +84,045 +28%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$47.8M +$2.92M +18,248 +6%
Morgan Stanley
13
Morgan Stanley
New York
$45.5M -$7.64M -47,713 -13%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$37.4M -$625K -3,899 -1%
Invesco
15
Invesco
Georgia
$32.2M +$1.17M +7,276 +3%
PMG
16
Private Management Group
California
$26.8M -$218K -1,363 -0.7%
HKAM
17
Horizon Kinetics Asset Management
New York
$26.6M +$304K +1,897 +1%
JVBC
18
J.V. Bruni & Co
Colorado
$26.5M -$2.57M -16,036 -8%
Norges Bank
19
Norges Bank
Norway
$26.5M +$6.26M +39,089 +27%
Millennium Management
20
Millennium Management
New York
$24.2M +$6.35M +39,622 +31%
MWM
21
Moran Wealth Management
Florida
$22.1M +$9.73M +60,734 +65%
UBS Group
22
UBS Group
Switzerland
$22M +$3.86M +24,128 +19%
Northern Trust
23
Northern Trust
Illinois
$21.9M -$537K -3,351 -2%
Charles Schwab
24
Charles Schwab
California
$21.2M +$303K +1,891 +1%
Voloridge Investment Management
25
Voloridge Investment Management
Florida
$20.1M +$915K +5,710 +4%

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.