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Lloyds Banking Group

513 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, 212 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

74% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 122

12% more capital invested

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

7% more funds holding

Funds holding: 479513 (+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
513
Holders Change
+34
Holders Change %
+7.1%
% of All Funds
6.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
212
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
SW
326
SteelPeak Wealth
California
$96.1K
LCM
327
Lazari Capital Management
California
$95.4K
AWP
328
Abacus Wealth Partners
California
$94K +$85.8K +17,729 New
SPIA
329
Steward Partners Investment Advisory
New York
$93.9K -$11.7K -2,417 -12%
WS
330
Wedbush Securities
California
$93K +$25.4K +5,239 +42%
SOS
331
Silver Oak Securities
Tennessee
$93K -$499 -103 -0.6%
CIAM
332
Caitong International Asset Management
Hong Kong
$92.9K +$84.8K +17,520 New
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.5K +$5.08K +1,050 +6%
CAAS
334
Capital Asset Advisory Services
Michigan
$90.2K -$392 -81 -0.5%
SMA
335
Seven Mile Advisory
New Jersey
$89.9K -$8.6K -1,777 -9%
AWA
336
Arkadios Wealth Advisors
Georgia
$89.9K +$12.7K +2,626 +18%
SFC
337
SYM Financial Corp
Indiana
$89K +$4.5K +930 +6%
AWM
338
Axxcess Wealth Management
California
$87.8K -$392 -81 -0.5%
SW
339
Simplicity Wealth
New Jersey
$87.6K +$4.59K +949 +6%
ICP
340
Impact Capital Partners
Colorado
$86.1K
HSBC Holdings
341
HSBC Holdings
United Kingdom
$86K +$29 +6 +0%
WSWA
342
Warren Street Wealth Advisors
California
$85.3K +$460 +95 +0.6%
DWP
343
Destiny Wealth Partners
Florida
$84.4K
SS
344
SBI Securities
Japan
$84.4K -$4.12K -850 -5%
7WCP
345
71 West Capital Partners
Massachusetts
$84.1K +$76.9K +15,872 New
AG
346
AlTi Global
New York
$83.7K +$5.33K +1,100 +7%
MFG
347
Magnus Financial Group
New York
$83.3K +$76.1K +15,711 New
STA
348
Summit Trail Advisors
New York
$81.7K -$63K -13,011 -46%
BRWA
349
B. Riley Wealth Advisors
Florida
$80.1K -$3.64K -751 -5%
FFG
350
Fiduciary Financial Group
California
$80.1K