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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
BC
326
Brio Consultants
California
$74.9K -$11K -2,775 -14%
SPIA
327
Steward Partners Investment Advisory
New York
$73.5K +$131 +33 +0.2%
NRC
328
New Republic Capital
North Carolina
$72.5K +$4.51K +1,135 +7%
SS
329
SBI Securities
Japan
$71.9K +$6.19K +1,557 +10%
BRWA
330
B. Riley Wealth Advisors
Florida
$71.9K +$67.2K +16,906 New
AWM
331
Axxcess Wealth Management
California
$70.7K -$166K -41,752 -71%
ACA
332
Aptus Capital Advisors
Alabama
$70.5K +$6.29K +1,582 +11%
CAAS
333
Capital Asset Advisory Services
Michigan
$70.4K +$68 +17 +0.1%
WSWA
334
Warren Street Wealth Advisors
California
$70K +$1.54K +388 +2%
ICP
335
Impact Capital Partners
Colorado
$69.8K +$8.46K +2,127 +15%
IPWA
336
International Private Wealth Advisors
California
$67.9K +$63.6K +15,988 New
IA
337
Inspire Advisors
Idaho
$67.8K +$63.4K +15,950 New
MM
338
MQS Management
New York
$67.4K -$68.5K -17,234 -52%
X
339
Xponance
Pennsylvania
$66.7K +$1.01K +255 +2%
KPWS
340
Kestra Private Wealth Services
Texas
$66.6K -$4.34K -1,093 -7%
EIP
341
Epoch Investment Partners
New York
$65.8K -$2.3K -578 -4%
DADC
342
D.A. Davidson & Co
Montana
$65.6K
Brown Advisory
343
Brown Advisory
Maryland
$65.6K +$61.4K +15,437 New
PI
344
PFG Investments
New York
$63.8K -$2.26K -569 -4%
AWA
345
Arkadios Wealth Advisors
Georgia
$63.8K +$660 +166 +1%
DWP
346
Destiny Wealth Partners
Florida
$63.1K +$59K +14,840 New
C
347
Certuity
Florida
$63K +$5.37K +1,352 +10%
William Blair & Company
348
William Blair & Company
Illinois
$62.5K +$58.4K +14,699 New
AG
349
AlTi Global
New York
$62.5K +$58.4K +14,694 New
SOS
350
Silver Oak Securities
Tennessee
$62.3K -$417 -105 -0.7%

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.