Penske Automotive Group
397 hedge funds and large institutions have $2.73B invested in Penske Automotive Group in 2025 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 120 increasing their positions, 130 reducing their positions, and 55 closing their positions.
106% more capital inflows, than outflows
Capital inflows: $437M | Capital outflows: $213M
38% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 55
3% more funds holding
Funds holding: 387 → 397 (+10)
0.78% more ownership
Funds ownership: 25.44% → 26.22% (+0.78%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 130
54% less call options, than puts
Call options by funds: $3.12M | Put options by funds: $6.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$142M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$25.7M |
| 3 |
HCM
Hamlin Capital Management
New York
|
+$21M |
| 4 |
Bank of New York Mellon
New York
|
+$20.2M |
| 5 |
Squarepoint
New York
|
+$19.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.5M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$18.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$12.6M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.7M |
| 5 |
HHAM
HITE Hedge Asset Management
Braintree,
Massachusetts
|
-$8.55M |
PAG Hedge Fund Activity: Q4 2025 in Review
397 of the 8,287 institutional investors tracked by Wall St. Rank reported a position in Penske Automotive Group (PAG) for Q4 2025, worth a combined $2.73B — down 6.7% from $2.93B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new PAG positions and 55 closed out — a net gain of 21 holders — while 120 added to existing stakes and 130 trimmed.
The largest buyer was Bank of Montreal, adding an estimated $142M. The largest seller was Fidelity Investments, cutting an estimated $65.5M.
- 397 institutional investors held Penske Automotive Group (PAG) as of Q4 2025, up from 387 in Q3 2025.
- Funds reported $2.73B of Penske Automotive Group stock for Q4 2025, down 6.7% quarter-over-quarter.
- 76 funds opened new Penske Automotive Group positions in Q4 2025 and 55 closed out, a net change of +21 holders.
- The largest Penske Automotive Group buyer in Q4 2025 was Bank of Montreal, an estimated $142M added.
- The largest Penske Automotive Group seller in Q4 2025 was Fidelity Investments, an estimated $65.5M sold.
Based on aggregated 13F filings for Q4 2025.