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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
FFA
376
Farther Finance Advisors
California
$50K +$14.5K +3,646 +45%
BPA
377
Beacon Pointe Advisors
California
$49.7K +$938 +236 +2%
SSC
378
Syverson Strege & Co
Iowa
$48.5K +$45.4K +11,421 New
SAG
379
SageView Advisory Group
California
$48.3K +$704 +177 +2%
GLA
380
Good Life Advisors
Pennsylvania
$47.9K -$26.5K -6,677 -37%
QCM
381
Quantinno Capital Management
New York
$47.6K +$44.6K +11,211 New
EW
382
Evoke Wealth
California
$46.7K +$43.7K +10,994 New
CPA
383
Capital Performance Advisors
California
$46.6K +$3.78K +951 +10%
HFP
384
Holistic Financial Partners
Indiana
$46.2K
GT
385
Greenleaf Trust
Michigan
$46K -$9.83K -2,473 -19%
CWM
386
Cherrydale Wealth Management
New Jersey
$45.5K -$5.61K -1,410 -12%
HPM
387
Hoxton Planning & Management
West Virginia
$45.3K -$121K -30,462 -74%
HSA
388
HBK Sorce Advisory
Pennsylvania
$44K +$41.1K +10,349 New
ZIM
389
Zacks Investment Management
Illinois
$44K +$41.1K +10,343 New
SFS
390
Sowell Financial Services
Arkansas
$43.8K -$5.16K -1,297 -11%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$43.8K -$2.72K -684 -6%
EWM
392
Empirical Wealth Management
Washington
$42.8K +$40K +10,069 New
ACM
393
Ascent Capital Management
Oregon
$42.8K +$40K +10,067 New
FA
394
Fountainhead AM
New Jersey
$42.7K +$39.9K +10,050 New
SFP
395
Shepherd Financial Partners
Massachusetts
$42.5K
PHS
396
Pekin Hardy Strauss
Illinois
$42.5K +$39.8K +10,000 New
HHGA
397
Halbert Hargrove Global Advisors
California
$42.3K +$39.2K +9,861 +10,836%
AAS
398
Ameritas Advisory Services
Nebraska
$38K +$35.5K +8,938 New
OWA
399
Opal Wealth Advisors
New York
$35.2K +$32.9K +8,283 New
PFBT
400
Parkside Financial Bank & Trust
Missouri
$32.6K -$3.47K -872 -10%

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.