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Lloyds Banking Group

566 hedge funds and large institutions have $3.07B invested in Lloyds Banking Group in 2026 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 224 increasing their positions, 138 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 48

118% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $9.14M

62% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 138

14% more capital invested

Capital invested by funds: $2.69B → $3.07B (+$378M)

10% more funds holding

Funds holding: 513566 (+53)

0.71% more ownership

Funds ownership: 3.44%4.15% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
566
Holders Change
+53
Holders Change %
+10.33%
% of All Funds
6.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
111
Increased
224
Reduced
138
Closed
48
Calls
$19.9M
Puts
$9.14M
Net Calls
+$10.8M
Net Calls Change
+$6.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$772M +$12.3M +2,249,630 +1%
MIP
2
Mondrian Investment Partners
United Kingdom
$261M -$22.6M -4,116,862 -7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$244M +$26.9M +4,906,388 +11%
WCM Investment Management
4
WCM Investment Management
California
$128M +$146M +26,548,234 New
Morgan Stanley
5
Morgan Stanley
New York
$128M +$9.24M +1,684,249 +7%
Goldman Sachs
6
Goldman Sachs
New York
$127M +$3.01M +548,442 +2%
JP Morgan Chase
7
JP Morgan Chase
New York
$120M +$128M +23,279,135 +1,430%
Northern Trust
8
Northern Trust
Illinois
$119M +$50.3M +9,163,571 +63%
CBU
9
CIBC Bancorp USA
Illinois
$78M +$85M +15,495,165 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$64.5M -$1M -183,019 -1%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$61.4M +$25.9M +4,729,736 +63%
Jane Street
12
Jane Street
New York
$59.7M +$52.1M +9,488,139 +399%
American Century Companies
13
American Century Companies
Missouri
$57.9M +$13.3M +2,419,753 +27%
BlackRock
14
BlackRock
New York
$52.2M -$1.27M -231,886 -2%
Bank of America
15
Bank of America
North Carolina
$39.1M -$6.9M -1,257,041 -14%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$37.2M +$2.38M +433,052 +6%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$34.6M -$51.9M -9,452,208 -58%
Millennium Management
18
Millennium Management
New York
$32.1M +$15.3M +2,797,559 +78%
Marshall Wace
19
Marshall Wace
United Kingdom
$24.6M +$26.8M +4,885,905 New
CGH
20
Crossmark Global Holdings
Texas
$24.4M -$399K -72,809 -1%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$20M +$5.69M +1,037,064 +35%
AssetMark Inc
22
AssetMark Inc
California
$19.4M +$2.38M +433,849 +13%
Wells Fargo
23
Wells Fargo
California
$18.9M -$335K -61,070 -2%
Voloridge Investment Management
24
Voloridge Investment Management
Florida
$17.3M +$18.9M +3,441,044 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$16M +$742K +135,158 +4%