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Lloyds Banking Group

512 hedge funds and large institutions have $2.69B invested in Lloyds Banking Group in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 211 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.44M

112% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $2.4B → $2.69B (+$289M)

7% more funds holding

Funds holding: 478512 (+34)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 3.55%3.44% (-0.1%)

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
211
Reduced
122
Closed
43
Calls
$5.42M
Puts
$1.44M
Net Calls
+$3.99M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
301
Choate Investment Advisors
Massachusetts
$123K
WANY
302
Wealthspire Advisors (New York)
New York
$121K +$94.2K +19,448 +589%
DADC
303
D.A. Davidson & Co
Montana
$118K +$32.9K +6,803 +44%
BWP
304
Baldwin Wealth Partners
Massachusetts
$118K
BGAI
305
Bruce G. Allen Investments
Colorado
$118K -$310 -64 -0.3%
MIM
306
Morningstar Investment Management
Illinois
$115K
CWM
307
Centurion Wealth Management
Virginia
$115K +$1.91K +394 +2%
TA
308
TFB Advisors
Kansas
$114K +$10.7K +2,200 +11%
CWP
309
Curated Wealth Partners
California
$113K +$103K +21,353 New
Brown Advisory
310
Brown Advisory
Maryland
$112K +$33.4K +6,889 +48%
DOA
311
D'Orazio & Associates
Virginia
$112K
WA
312
Wealth Alliance
New York
$112K -$3.94K -813 -4%
SC
313
Scotia Capital
Ontario, Canada
$112K -$13.9K -2,881 -12%
BCG
314
Breakwater Capital Group
New Jersey
$111K
BC
315
Brio Consultants
California
$111K +$13.6K +2,814 +16%
AWM
316
Angeles Wealth Management
California
$109K +$12.6K +2,608 +14%
SC
317
Sapient Capital
Indiana
$108K +$98.4K +20,314 New
EW
318
Evoke Wealth
California
$108K +$31.5K +6,498 +47%
AMG
319
Advisors Management Group
Wisconsin
$107K
X
320
Xponance
Pennsylvania
$107K +$10.4K +2,146 +12%
Baird Financial Group
321
Baird Financial Group
Wisconsin
$106K +$32.2K +6,649 +50%
PCS
322
Personal CFO Solutions
New Jersey
$104K -$10.3K -2,129 -10%
BFG
323
Berger Financial Group
Minnesota
$104K -$412 -85 -0.4%
ACA
324
Aptus Capital Advisors
Alabama
$100K +$9.73K +2,009 +12%
SW
325
SteelPeak Wealth
California
$96.1K