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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
TCA
301
Transcend Capital Advisors
New Jersey
$101K +$54K +13,595 +135%
JTWM
302
Jackson Thornton Wealth Management
Alabama
$100K +$36K +9,059 +60%
CIA
303
Choate Investment Advisors
Massachusetts
$98.4K
Kovitz Investment Group Partners
304
Kovitz Investment Group Partners
Illinois
$98.2K +$13.8K +3,464 +18%
SAI
305
Savvy Advisors Inc
New York
$96.9K +$5.82K +1,464 +7%
OC
306
Oppenheimer & Co
New York
$96.3K +$19.7K +4,948 +28%
AIM
307
Aigen Investment Management
New York
$96K +$89.8K +22,588 New
AC
308
AlphaCore Capital
California
$94.3K +$88.2K +22,195 New
BWP
309
Baldwin Wealth Partners
Massachusetts
$94.3K +$88.2K +22,191 New
PCS
310
Personal CFO Solutions
New Jersey
$92.1K -$55.8K -14,029 -39%
LA
311
Lifeworks Advisors
Michigan
$92K +$2.74K +690 +3%
CWM
312
Centurion Wealth Management
Virginia
$90.1K +$4.63K +1,165 +6%
DOA
313
D'Orazio & Associates
Virginia
$90.1K +$1.02K +257 +1%
BCG
314
Breakwater Capital Group
New Jersey
$89.3K
GM
315
GeoWealth Management
Illinois
$88.9K +$56 +14 +0.1%
WTC
316
WhitTier Trust Company
Nevada
$87.8K -$24.8K -6,238 -23%
BEI
317
Benjamin Edwards Inc
Missouri
$86.4K +$80.8K +20,334 New
AMG
318
Advisors Management Group
Wisconsin
$86K -$3.15M -793,424 -98%
PCC
319
Park Circle Company
Maryland
$85K
BFG
320
Berger Financial Group
Minnesota
$83.4K
NA
321
NewEdge Advisors
Louisiana
$81.5K +$11.2K +2,816 +17%
BJL
322
Brighton Jones LLC
Washington
$79.8K +$10.4K +2,613 +16%
LCM
323
Lazari Capital Management
California
$78.3K -$22.2K -5,573 -23%
AWM
324
Angeles Wealth Management
California
$76.8K +$71.9K +18,079 New
SMA
325
Seven Mile Advisory
New Jersey
$76.1K -$2.84K -715 -4%

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.