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Lloyds Banking Group

479 hedge funds and large institutions have $2.4B invested in Lloyds Banking Group in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $459K

32% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $2.15B → $2.4B (+$250M)

0% more funds holding

Funds holding: 477479 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 4%3.55% (-0.46%)

Holders
479
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
193
Reduced
146
Closed
44
Calls
$1.88M
Puts
$459K
Net Calls
+$1.42M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Centerpoint Advisors
Massachusetts
$3K +$2.44K +557 New
TFA
452
Transamerica Financial Advisors
Florida
$2.97K +$2.86K +654 New
MCM
453
Manchester Capital Management
Vermont
$2.81K
BHWM
454
Beaird Harris Wealth Management
Texas
$2.66K +$695 +159 +37%
TCM
455
TD Capital Management
Tennessee
$2.5K +$35 +8 +1%
JWM
456
JPL Wealth Management
Colorado
$2.37K +$2.28K +521 New
DF
457
DecisionPoint Financial
Arizona
$2.26K
RF
458
Rossby Financial
Florida
$2.25K
SA
459
Strategic Advocates
Utah
$1.93K +$1.86K +425 New
MA
460
Montag & Associates
Georgia
$1.79K +$1.72K +394 New
SS
461
Sunbelt Securities
Texas
$1.65K +$1.59K +363 New
FCAS
462
First Command Advisory Services
Texas
$1.49K
MAS
463
MPWM Advisory Solutions
Georgia
$1.41K
GWSG
464
GPS Wealth Strategies Group
Colorado
$1.28K
CFO
465
CVA Family Office
Colorado
$1.16K
PWAM
466
Private Wealth Asset Management
Iowa
$1.15K
GWM
467
Geneos Wealth Management
Colorado
$1.08K -$58.9K -13,477 -98%
WA
468
WPG Advisers
Maryland
$1.01K
HWM
469
Hemington Wealth Management
Virginia
$1K +$1.5K +342 New
ACA
470
American Capital Advisory
Idaho
$963 +$927 +212 New
MEG
471
Millstone Evans Group
Colorado
$940
PAM
472
Palisade Asset Management
Minnesota
$931 +$896 +205 New
CTC
473
Central Trust Company
Missouri
$881 +$848 +194 New
OCM
474
Orion Capital Management
California
$831 +$800 +183 New
SIS
475
Sound Income Strategies
Florida
$718

LYG Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2025, worth a combined $2.4B — up 12% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LYG positions and 44 closed out — a net gain of 9 holders — while 193 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.2M. The largest seller was L1 Capital, exiting entirely with an estimated $136M sold.

  • 479 institutional investors held Lloyds Banking Group (LYG) as of Q3 2025, up from 477 in Q2 2025.
  • Funds reported $2.4B of Lloyds Banking Group stock for Q3 2025, up 12% quarter-over-quarter.
  • 53 funds opened new Lloyds Banking Group positions in Q3 2025 and 44 closed out, a net change of +9 holders.
  • The largest Lloyds Banking Group buyer in Q3 2025 was Fidelity Investments, an estimated $17.2M added.
  • The largest Lloyds Banking Group seller in Q3 2025 was L1 Capital, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2025.