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Penske Automotive Group

386 hedge funds and large institutions have $2.93B invested in Penske Automotive Group in 2025 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 127 increasing their positions, 129 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 35

5% more funds holding

Funds holding: 368386 (+18)

1% more capital invested

Capital invested by funds: $2.89B → $2.93B (+$43.3M)

0.06% more ownership

Funds ownership: 25.38%25.44% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 129

56% less call options, than puts

Call options by funds: $3.06M | Put options by funds: $6.95M

Holders
386
Holders Change
+18
Holders Change %
+4.89%
% of All Funds
5.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
58
Increased
127
Reduced
129
Closed
35
Calls
$3.06M
Puts
$6.95M
Net Calls
-$3.89M
Net Calls Change
-$6.39M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$335M -$9.59M -53,776 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$297M -$3.6M -20,213 -1%
Victory Capital Management
3
Victory Capital Management
Texas
$242M +$81.4M +456,611 +49%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$198M -$2.58M -14,470 -1%
BAM
5
Burgundy Asset Management
Ontario, Canada
$163M -$801K -4,496 -0.5%
LSV Asset Management
6
LSV Asset Management
Illinois
$133M -$8.45M -47,395 -6%
AQR Capital Management
7
AQR Capital Management
Connecticut
$125M +$7.98M +44,749 +7%
State Street
8
State Street
Massachusetts
$107M +$2.64M +14,823 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$95.4M -$11.8M -66,295 -11%
Morgan Stanley
10
Morgan Stanley
New York
$95M +$4.98M +27,959 +5%
Bank of America
11
Bank of America
North Carolina
$83.8M -$11.2M -62,867 -12%
GI
12
GAMCO Investors
Connecticut
$70M -$1.59M -8,922 -2%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$58.9M +$1.21M +6,788 +2%
Goldman Sachs
14
Goldman Sachs
New York
$57.8M -$7.92M -44,450 -12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$44M +$657K +3,685 +1%
JVBC
16
J.V. Bruni & Co
Colorado
$31.2M -$716K -4,014 -2%
PMG
17
Private Management Group
California
$30.3M -$1.99M -11,173 -6%
HKAM
18
Horizon Kinetics Asset Management
New York
$29.7M -$128K -717 -0.4%
MWM
19
Moran Wealth Management
Florida
$26.6M +$176K +988 +0.7%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$26.5M +$7.17M +40,233 +36%
Charles Schwab
21
Charles Schwab
California
$26.2M +$428K +2,403 +2%
Northern Trust
22
Northern Trust
Illinois
$25.4M -$655K -3,675 -2%
UBS Group
23
UBS Group
Switzerland
$25.4M +$243K +1,365 +0.9%
Invesco
24
Invesco
Georgia
$24.6M +$1.25M +7,001 +5%
BG
25
Bahl & Gaynor
Ohio
$22.7M +$530K +2,972 +2%

PAG Hedge Fund Activity: Q3 2025 in Review

386 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q3 2025, worth a combined $2.93B — up 1.5% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new PAG positions and 35 closed out — a net gain of 23 holders — while 127 added to existing stakes and 129 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $81.4M. The largest seller was Two Sigma Investments, cutting an estimated $18.6M.

  • 386 institutional investors held Penske Automotive Group (PAG) as of Q3 2025, up from 368 in Q2 2025.
  • Funds reported $2.93B of Penske Automotive Group stock for Q3 2025, up 1.5% quarter-over-quarter.
  • 58 funds opened new Penske Automotive Group positions in Q3 2025 and 35 closed out, a net change of +23 holders.
  • The largest Penske Automotive Group buyer in Q3 2025 was Victory Capital Management, an estimated $81.4M added.
  • The largest Penske Automotive Group seller in Q3 2025 was Two Sigma Investments, an estimated $18.6M sold.

Based on aggregated 13F filings for Q3 2025.