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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
WA
401
Waverly Advisors
Alabama
$54.5K +$49.8K +10,285 New
SQA
402
Simon Quick Advisors
New Jersey
$54.3K +$49.6K +10,253 New
CWA
403
Crux Wealth Advisors
California
$54K +$49.3K +10,190 New
MA
404
Mutual Advisors
Nebraska
$53.9K +$329 +68 +0.7%
JWCA
405
J.W. Cole Advisors
Florida
$53.9K -$2.67K -552 -4%
HHGA
406
Halbert Hargrove Global Advisors
California
$53.5K
EFSCE
407
Enterprise Financial Services Corp (EFSC)
Missouri
$53K -$944 -195 -2%
SFP
408
Shepherd Financial Partners
Massachusetts
$53K
BBHC
409
Brown Brothers Harriman & Co
New York
$50.5K +$27.6K +5,707 +150%
Bessemer Group
410
Bessemer Group
New Jersey
$46K -$5.74K -1,185 -12%
MCM
411
Manchester Capital Management
Vermont
$43.3K +$36.5K +7,543 +1,217%
PFBT
412
Parkside Financial Bank & Trust
Missouri
$39.2K
CWP
413
Concord Wealth Partners
Virginia
$38.2K
HPC
414
HM Payson & Co
Maine
$37.9K
EBA
415
Eagle Bay Advisors
New York
$35.4K +$32.4K +6,682 New
SL
416
Salomon & Ludwin
Virginia
$35.4K +$2.47K +510 +9%
WIM
417
Westside Investment Management
California
$34.5K
HI
418
Harbour Investments
Wisconsin
$33.8K +$9.93K +2,051 +47%
PTC
419
Private Trust Company
Ohio
$32.6K +$286 +59 +1%
TWD
420
True Wealth Design
Ohio
$29.5K
TAM
421
Tucker Asset Management
Colorado
$27.1K +$24.7K +5,111 New
LFG
422
Larson Financial Group
Missouri
$26.9K -$542 -112 -2%
SWM
423
SHP Wealth Management
Massachusetts
$23.4K +$21.4K +4,418 New
JWA
424
JFS Wealth Advisors
Pennsylvania
$22.3K
FC
425
Fairscale Capital
New Hampshire
$21.1K