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Lloyds Banking Group
LYG

Overview Fund Activity

450 hedge funds and large institutions have $2.05B invested in Lloyds Banking Group in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 201 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-3
Holders Change %
-0.66%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
53
Increased
201
Reduced
134
Closed
48
Calls
$1.78M
Puts
$840K
Net Calls
+$939K
Net Calls Change
+$456K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$122M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$127M
4
ClearBridge Investments
ClearBridge Investments
New York
$101M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.2M

Top Sellers

1
LC
L1 Capital
Australia
$0
2
MIP
Mondrian Investment Partners
United Kingdom
$252M
3
WA
Whipplewood Advisors
Colorado
$10.8K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$53.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
226
Thrivent Financial for Lutherans
Minnesota
$166K – – –
DCM
227
Decatur Capital Management
Georgia
$165K -$405 -106 -0.2%
PA
228
Procyon Advisors
Connecticut
$161K +$44.3K +11,588 +38%
CH
229
Cromwell Holdings
Wyoming
$160K – – –
SIA
230
Schechter Investment Advisors
Michigan
$159K -$38.2K -10,001 -19%
HPM
231
Hoxton Planning & Management
West Virginia
$157K +$7.53K +1,972 +5%
PCIA
232
Prime Capital Investment Advisors
Kansas
$155K +$1.11K +291 +0.7%
BTWM
233
Baker Tilly Wealth Management
Wisconsin
$155K +$9.21K +2,410 +6%
CW
234
CreativeOne Wealth
Kansas
$153K +$6.77K +1,772 +5%
RCAG
235
Rehmann Capital Advisory Group
Michigan
$149K +$2.6K +680 +2%
BWP
236
BSW Wealth Partners
Colorado
$149K -$11.3K -2,955 -7%
DWM
237
Drive Wealth Management
Utah
$147K -$7.59K -1,988 -5%
FPL
238
Fortress Private Ledger
North Carolina
$147K +$66.1K +17,302 +82%
CA
239
Claro Advisors
Massachusetts
$142K -$9.41K -2,462 -6%
CA
240
Crumly & Associates
Illinois
$138K +$11K +2,884 +9%
AAP
241
Arax Advisory Partners
Colorado
$138K +$87.9K +23,020 +176%
PCS
242
Personal CFO Solutions
New Jersey
$136K -$4.45K -1,166 -3%
OL
243
Optas LLC
Texas
$136K -$4.78K -1,250 -3%
PTP
244
Platform Technology Partners
New York
$135K -$1.53K -400 -1%
CWM
245
CarsonAllaria Wealth Management
Illinois
$135K -$500 -131 -0.4%
AA
246
Addison Advisors
Vermont
$134K +$2.93K +767 +2%
Lido Advisors
247
Lido Advisors
California
$134K -$2.69K -703 -2%
IA
248
IFP Advisors
Florida
$133K +$703 +184 +0.5%
PMA
249
Prudent Man Advisors
Illinois
$131K – – –
TRCT
250
Tower Research Capital (TRC)
New York
$129K -$112K -29,380 -47%
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