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Lloyds Banking Group

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
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
301
D'Orazio & Associates
Virginia
$80K +$2.45K +640 +3%
GM
302
GeoWealth Management
Illinois
$79.8K +$172 +45 +0.2%
BC
303
Brio Consultants
California
$77.9K +$14K +3,667 +22%
PWPS
304
Pinnacle Wealth Planning Services
Ohio
$77.8K +$15.6K +4,074 +25%
SCA
305
Snowden Capital Advisors
New York
$77.3K +$3.11K +813 +4%
PCC
306
Park Circle Company
Maryland
$76.4K
BFG
307
Berger Financial Group
Minnesota
$75K +$75K +19,632 New
Kovitz Investment Group Partners
308
Kovitz Investment Group Partners
Illinois
$75K +$6.43K +1,682 +9%
MFG
309
Merit Financial Group
Georgia
$74.8K +$30.8K +8,057 +70%
CIA
310
Concurrent Investment Advisors
Florida
$74.3K +$3.08K +807 +4%
GDP
311
Great Diamond Partners
Maine
$72.1K -$13.3K -3,478 -16%
Simplex Trading
312
Simplex Trading
Illinois
$72K +$64.6K +17,108 +869%
FPAS
313
Focus Partners Advisor Solutions
Missouri
$71.3K +$71.3K +18,673 New
SMA
314
Seven Mile Advisory
New Jersey
$71.1K +$1.41K +368 +2%
MFIM
315
Mesirow Financial Investment Management
Illinois
$71K +$26.2K +6,855 +58%
CAM
316
Cresset Asset Management
Illinois
$70.3K +$13.4K +3,508 +24%
GLA
317
Good Life Advisors
Pennsylvania
$68.6K +$68.6K +17,955 New
OC
318
Oppenheimer & Co
New York
$67.7K +$67.7K +17,711 New
DWM
319
Defined Wealth Management
Oregon
$66.3K +$17.3K +4,529 +35%
SPIA
320
Steward Partners Investment Advisory
New York
$65.9K -$31.2K -8,165 -32%
KPWS
321
Kestra Private Wealth Services
Texas
$64K -$7.98K -2,089 -11%
CAAS
322
Capital Asset Advisory Services
Michigan
$63.9K
NA
323
NewEdge Advisors
Louisiana
$62.5K +$3.05K +798 +5%
BJL
324
Brighton Jones LLC
Washington
$61.8K +$2.16K +566 +4%
WSWA
325
Warren Street Wealth Advisors
California
$61.4K +$1.02K +268 +2%