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Lloyds Banking Group

512 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, 211 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

73% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 122

12% more capital invested

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

7% more funds holding

Funds holding: 478512 (+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
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
211
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
TW
376
Trajan Wealth
Arizona
$67.2K +$61.4K +12,683 New
IAS
377
Insigneo Advisory Services
Florida
$67.1K -$88.2K -18,217 -59%
CAG
378
Crestwood Advisors Group
Massachusetts
$66.5K +$60.8K +12,554 New
FG
379
Foster Group
Iowa
$65.6K +$6.47K +1,337 +12%
EIP
380
Epoch Investment Partners
New York
$65.6K -$15K -3,089 -20%
APM
381
a16z Perennial Management
California
$65.4K +$59.8K +12,345 New
DE
382
Diversified Enterprises
Delaware
$65.3K +$59.6K +12,316 New
PI
383
PFG Investments
New York
$65.3K -$4.84K -1,000 -8%
DE
384
DV Equities
Illinois
$65.2K +$59.6K +12,300 New
ZIM
385
Zacks Investment Management
Illinois
$64.5K -$232 -48 -0.4%
FPF
386
First Pacific Financial
Washington
$64.4K
FWM
387
FMB Wealth Management
California
$62.6K
SAG
388
SageView Advisory Group
California
$61.5K
PCM
389
Palisade Capital Management
New Jersey
$61.2K +$55.9K +11,553 New
JIC
390
Johnson Investment Counsel
Ohio
$60.7K -$11.7K -2,412 -17%
SFS
391
Sowell Financial Services
Arkansas
$60K +$1.19K +246 +2%
GAM
392
Gotham Asset Management
New York
$58.9K +$53.8K +11,118 New
KA
393
Klingman & Associates
New York
$57.9K +$4.22K +872 +9%
HFP
394
Holistic Financial Partners
Indiana
$57.6K
GT
395
Greenleaf Trust
Michigan
$57.4K
DAS
396
Dynamic Advisor Solutions
Arizona
$56.9K +$52K +10,733 New
CWM
397
Cherrydale Wealth Management
New Jersey
$56.7K
HPM
398
Hoxton Planning & Management
West Virginia
$56.5K
BWM
399
Baron Wealth Management
Michigan
$56.4K +$2.46K +509 +5%
Fifth Third Bancorp
400
Fifth Third Bancorp
Ohio
$54.6K +$22.3K +4,598 +81%