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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
MNBTD
351
Moody National Bank Trust Division
Texas
$61.2K +$12.6K +3,161 +28%
IPW
352
Intergy Private Wealth
Colorado
$60.4K -$1.87K -471 -3%
PCA
353
Purkiss Capital Advisors
Connecticut
$59.8K +$56K +14,082 New
RFP
354
Root Financial Partners
California
$59.7K +$55.8K +14,039 New
IAS
355
Insigneo Advisory Services
Florida
$59.3K -$62.6K -15,736 -53%
SCA
356
Snowden Capital Advisors
New York
$59K -$25.2K -6,343 -31%
JIC
357
Johnson Investment Counsel
Ohio
$59K
GWM
358
Geneos Wealth Management
Colorado
$58.3K +$6.97K +1,753 +15%
EFSCE
359
Enterprise Financial Services Corp (EFSC)
Missouri
$58.2K +$6.53K +1,642 +14%
HH
360
Hilltop Holdings
Texas
$58.1K -$61.7K -15,514 -53%
LFGO
361
Legacy Financial Group (Oklahoma)
Oklahoma
$57.7K
SFC
362
SYM Financial Corp
Indiana
$57.6K +$12.5K +3,139 +30%
S
363
Sunpointe
Missouri
$56K +$52.4K +13,188 New
AWA
364
Aletheian Wealth Advisors
Washington
$55.4K -$1.02K -256 -2%
SL
365
Sentinus LLC
Illinois
$55.3K +$4.68K +1,177 +10%
FG
366
Foster Group
Iowa
$55.1K +$51.5K +12,966 New
BHB
367
Bank Hapoalim BM
Israel
$55K
PWG
368
Portside Wealth Group
Utah
$54.8K -$359K -90,422 -88%
GDP
369
Great Diamond Partners
Maine
$54.6K -$24K -6,042 -32%
MA
370
Mutual Advisors
Nebraska
$54.2K -$1.5K -376 -3%
FFG
371
Fiduciary Financial Group
California
$53.8K -$266 -67 -0.5%
RSWM
372
Robertson Stephens Wealth Management
California
$53.6K +$7.04K +1,772 +16%
CT
373
Colonial Trust
South Carolina
$51K
FWM
374
FMB Wealth Management
California
$50.2K
RCA
375
Resonant Capital Advisors
Wisconsin
$50.1K +$46.8K +11,785 New

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.