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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 %
DWM
251
Diversify Wealth Management
Utah
$127K -$21.6K -5,433 -15%
MM
252
MQS Management
New York
$126K +$126K +33,093 New
PFS
253
Prospera Financial Services
Texas
$126K +$2.89K +756 +2%
CC
254
Copperleaf Capital
North Carolina
$123K +$20.5K +5,375 +20%
DAS
255
Diversify Advisory Services
Utah
$121K -$8.98K -2,256 -7%
EWA
256
EverSource Wealth Advisors
Alabama
$120K +$39.2K +10,258 +48%
AHL
257
Abel Hall LLC
Louisiana
$120K +$35.2K +9,205 +41%
LFA
258
Legacy Financial Advisors
Kentucky
$115K -$36.7K -9,607 -24%
GC
259
Guggenheim Capital
Illinois
$114K +$35.5K +9,296 +45%
IAS
260
Insigneo Advisory Services
Florida
$113K +$18.5K +4,851 +20%
CCM
261
Coldstream Capital Management
Washington
$112K +$13.6K +3,554 +14%
HH
262
Hilltop Holdings
Texas
$111K +$15.1K +3,951 +16%
WAG
263
Wallace Advisory Group
California
$110K -$800 -294 -0.7%
SF
264
Summit Financial
New Jersey
$109K -$1.7K -444 -2%
SIC
265
Sage Investment Counsel
Tennessee
$107K – – –
WPC
266
Wedmont Private Capital
Pennsylvania
$107K -$3.01K -838 -3%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$107K +$52.7K +13,786 +98%
TW
268
Traveka Wealth
California
$107K – – –
GWM
269
Geneos Wealth Management
Colorado
$106K +$66.2K +7,490 +168%
VCM
270
Virtue Capital Management
Tennessee
$105K +$14K +3,655 +15%
KP
271
Keel Point
Alabama
$103K +$20.7K +5,417 +25%
RPCONE
272
Retirement Planning Company of New England
Rhode Island
$103K +$24.6K +6,433 +31%
TCM
273
TT Capital Management
California
$103K -$9.55K -2,500 -8%
WTC
274
WhitTier Trust Company
Nevada
$102K -$5.16K -1,354 -5%
BIM
275
Brentview Investment Management
Illinois
$102K +$59.1K +15,463 +137%
9 10
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