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Lloyds Banking Group

453 hedge funds and large institutions have $2.05B invested in Lloyds Banking Group in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 201 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $840K

79% more capital invested

Capital invested by funds: $1.14B → $2.05B (+$902M)

47% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 137

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

0.08% more ownership

Funds ownership: 0.8%0.89% (+0.08%)

0% less funds holding

Funds holding: 455453 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
453
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
53
Increased
201
Reduced
137
Closed
48
Calls
$1.78M
Puts
$840K
Net Calls
+$939K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
RSWM
376
Robertson Stephens Wealth Management
California
$41.4K +$794 +240 +2%
RRWA
377
Rainey & Randall Wealth Advisors
Florida
$40.7K +$35.2K +10,642 New
SFC
378
SYM Financial Corp
Indiana
$39.8K +$34.4K +10,416 New
Squarepoint
379
Squarepoint
New York
$39.5K +$34.2K +10,334 New
AFP
380
Ausdal Financial Partners
Iowa
$38.9K +$33.7K +10,194 New
CWA
381
Crux Wealth Advisors
California
$38.9K
GS
382
GWN Securities
Florida
$38.5K +$33.4K +10,088 New
TCA
383
Transcend Capital Advisors
New Jersey
$38.4K -$6.37K -1,927 -16%
ICP
384
Interchange Capital Partners
Pennsylvania
$38.3K -$370 -112 -1%
CPA
385
Capital Performance Advisors
California
$38.2K +$33.1K +10,007 New
SFP
386
Shepherd Financial Partners
Massachusetts
$38.2K
ARC
387
Advisor Resource Council
Texas
$37.2K +$34.5K +10,430 New
CPWA
388
Cerro Pacific Wealth Advisors
California
$36.2K -$433 -131 -1%
PFBT
389
Parkside Financial Bank & Trust
Missouri
$32.6K +$16.5K +4,986 +140%
FFA
390
Farther Finance Advisors
California
$30.9K +$2.21K +669 +9%
PTC
391
Private Trust Company
Ohio
$27.9K +$1.33K +403 +6%
SIC
392
Salem Investment Counselors
North Carolina
$26.7K
RIL
393
Rothschild Investment LLC
Illinois
$23.3K +$2.29K +691 +13%
WF
394
Wayfinding Financial
Washington
$23K +$20.7K +6,261 New
FHA
395
First Horizon Advisors
Tennessee
$22.9K -$16.3K -4,933 -45%
SO
396
Sierra Ocean
California
$22.7K
Bessemer Group
397
Bessemer Group
New Jersey
$22K +$1.61K +488 +9%
TWC
398
TD Waterhouse Canada
Ontario, Canada
$18.5K +$3.96K +1,196 +33%
CIAM
399
Caitong International Asset Management
Hong Kong
$18.4K +$16K +4,825 New
JWA
400
JFS Wealth Advisors
Pennsylvania
$16.6K +$139 +42 +1%