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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
RWS
426
Retirement Wealth Solutions
Wisconsin
$3.97K
HI
427
Harbour Investments
Wisconsin
$3.75K
BCWM
428
Bartlett & Co Wealth Management
Ohio
$3.48K +$3.01K +911 New
GJIA
429
Glass Jacobson Investment Advisors
Maryland
$3.23K
HWP
430
Highline Wealth Partners
California
$3.18K +$2.75K +833 New
SWM
431
Spire Wealth Management
Virginia
$3.06K -$198 -60 -7%
CI
432
CX Institutional
Indiana
$3K +$2.81K +849 New
MSWA
433
Marshall & Sterling Wealth Advisors
New York
$2.58K +$2.23K +675 New
TCM
434
TD Capital Management
Tennessee
$2.02K
RF
435
Rossby Financial
Florida
$1.96K +$1.65K +498 New
CFO
436
CVA Family Office
Colorado
$1.88K
PWA
437
Physician Wealth Advisors
Utah
$1.69K
BI
438
Binnacle Investments
Iowa
$1.61K +$1.39K +421 New
FCAS
439
First Command Advisory Services
Texas
$1.26K +$1.09K +329 New
MAS
440
MPWM Advisory Solutions
Georgia
$1.18K
BFS
441
Bare Financial Services
Pennsylvania
$1.06K +$916 +277 New
PWAM
442
Private Wealth Asset Management
Iowa
$966 +$837 +253 New
WA
443
WPG Advisers
Maryland
$852
MEG
444
Millstone Evans Group
Colorado
$791
WTFG
445
Wood Tarver Financial Group
Idaho
$787
PWA
446
Provenance Wealth Advisors
Florida
$665
SIS
447
Sound Income Strategies
Florida
$615
AWM
448
Abound Wealth Management
Tennessee
$596 -$149 -45 -22%
BWL
449
Bogart Wealth LLC
Virginia
$542 -$18.4K -5,553 -98%
NC
450
NewSquare Capital
Pennsylvania
$386 +$334 +101 New