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Lloyds Banking Group

477 hedge funds and large institutions have $2.15B invested in Lloyds Banking Group in 2025 Q2 according to their latest regulatory filings, with 85 funds opening new positions, 177 increasing their positions, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $3.23M | Put options by funds: $958K

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 153

5% more funds holding

Funds holding: 453477 (+24)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$104M)

3.12% more ownership

Funds ownership: 0.89%4% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
477
Holders Change
+24
Holders Change %
+5.3%
% of All Funds
6.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
85
Increased
177
Reduced
153
Closed
49
Calls
$3.23M
Puts
$958K
Net Calls
+$2.27M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
226
Carson Wealth (CWM LLC)
Nebraska
$197K -$1.63K -409 -0.9%
WAG
227
Wallace Advisory Group
California
$189K +$35.9K +9,020 +22%
GWM
228
Gibbs Wealth Management
Georgia
$185K -$97.4K -24,494 -36%
SC
229
Savant Capital
Illinois
$185K +$81.4K +20,483 +89%
DCM
230
Decatur Capital Management
Georgia
$183K
CW
231
CreativeOne Wealth
Kansas
$183K +$11.8K +2,973 +7%
ACM
232
Arlington Capital Management
Illinois
$179K +$167K +42,122 New
CT
233
Chicago Trust
Illinois
$179K +$167K +42,000 New
CH
234
Cromwell Holdings
Wyoming
$178K
EWA
235
EP Wealth Advisors
California
$178K +$167K +41,900 New
Simplex Trading
236
Simplex Trading
Illinois
$178K +$91.2K +22,939 +120%
AAP
237
Arax Advisory Partners
Colorado
$176K +$6.46K +1,625 +5%
DWM
238
Drive Wealth Management
Utah
$175K +$10.3K +2,599 +7%
PCIA
239
Prime Capital Investment Advisors
Kansas
$171K -$1.01K -255 -0.6%
BWP
240
BSW Wealth Partners
Colorado
$169K +$2.79K +703 +2%
CA
241
Continuum Advisory
Idaho
$163K -$140K -35,322 -48%
MWP
242
Meriwether Wealth & Planning
Louisiana
$161K -$69K -17,347 -31%
MFG
243
Merit Financial Group
Georgia
$158K +$70.4K +17,710 +90%
CC
244
Copperleaf Capital
North Carolina
$157K +$18.9K +4,763 +15%
Lido Advisors
245
Lido Advisors
California
$156K +$6.91K +1,737 +5%
KP
246
Keel Point
Alabama
$154K +$36.9K +9,284 +34%
PTP
247
Platform Technology Partners
New York
$151K
OL
248
Optas LLC
Texas
$151K -$847 -213 -0.6%
BBW
249
Blue Barn Wealth
Utah
$151K -$215K -54,132 -60%
PMA
250
Prudent Man Advisors
Illinois
$150K +$4.28K +1,076 +3%

LYG Hedge Fund Activity: Q2 2025 in Review

477 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2025, worth a combined $2.15B — up 5.1% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new LYG positions and 49 closed out — a net gain of 36 holders — while 177 added to existing stakes and 153 trimmed.

The largest buyer was L1 Capital, opening a new position worth an estimated $513M. The largest seller was ClearBridge Investments, cutting an estimated $96.3M.

  • 477 institutional investors held Lloyds Banking Group (LYG) as of Q2 2025, up from 453 in Q1 2025.
  • Funds reported $2.15B of Lloyds Banking Group stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 85 funds opened new Lloyds Banking Group positions in Q2 2025 and 49 closed out, a net change of +36 holders.
  • The largest Lloyds Banking Group buyer in Q2 2025 was L1 Capital, an estimated $513M added.
  • The largest Lloyds Banking Group seller in Q2 2025 was ClearBridge Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2025.