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Lloyds Banking Group
LYG

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: 453 → 477 (+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: 1 → 1 (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

Top Buyers

Rank Fund Capital Flow
1
LC
L1 Capital
Australia
+$513M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$66.4M
3
Renaissance Technologies
Renaissance Technologies
New York
+$40.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$19.7M
5
Morgan Stanley
Morgan Stanley
New York
+$16.1M

Top Sellers

Rank Fund Capital Flow
1
ClearBridge Investments
ClearBridge Investments
New York
-$96.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$40.8M
3
Raymond James Financial
Raymond James Financial
Florida
-$9.98M
4
Bank of America
Bank of America
North Carolina
-$9.69M
5
Wells Fargo
Wells Fargo
California
-$9.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
451
Ancora Advisors
Ohio
$3.25K +$3.04K +765 New
PWA
452
Physician Wealth Advisors
Utah
$3.17K +$1.2K +303 +68%
HNB
453
Huntington National Bank
Ohio
$3.12K -$8.27K -2,081 -74%
WPA
454
Wealth Preservation Advisors
Tennessee
$3.02K +$2.82K +710 New
MCM
455
Manchester Capital Management
Vermont
$2.63K +$2.46K +620 New
SC
456
Swan Capital
Florida
$2.51K +$2.35K +591 New
TCM
457
TD Capital Management
Tennessee
$2.3K +$56 +14 +3%
RF
458
Rossby Financial
Florida
$2.12K – – –
DF
459
DecisionPoint Financial
Arizona
$2.12K +$1.99K +500 New
BHWM
460
Beaird Harris Wealth Management
Texas
$1.82K +$1.7K +427 New
FCAS
461
First Command Advisory Services
Texas
$1.4K – – –
MAS
462
MPWM Advisory Solutions
Georgia
$1.32K – – –
PWA
463
Principia Wealth Advisory
Texas
$1.27K +$1.19K +299 New
PAG
464
Paladin Advisory Group
Iowa
$1.24K +$1.16K +291 New
GWSG
465
GPS Wealth Strategies Group
Colorado
$1.2K -$4.6K -1,157 -80%
CFO
466
CVA Family Office
Colorado
$1.08K -$946 -238 -48%
PWAM
467
Private Wealth Asset Management
Iowa
$1.07K – – –
WA
468
WPG Advisers
Maryland
$948 – – –
MEG
469
Millstone Evans Group
Colorado
$880 – – –
SL
470
Salomon & Ludwin
Virginia
$866 +$855 +215 New
SIS
471
Sound Income Strategies
Florida
$684 – – –
BWL
472
Bogart Wealth LLC
Virginia
$604 – – –
AWM
473
Abound Wealth Management
Tennessee
$595 -$64 -16 -10%
SC
474
Stephens Consulting
Michigan
$417 +$390 +98 New
HNW
475
High Note Wealth
Minnesota
$272 – – –
17 18
19
20 21

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.