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Lloyds Banking Group
LYG

Overview Fund Activity

450 hedge funds and large institutions have $2.05B invested in Lloyds Banking Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 48 closing their positions.

Holders
450
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
54
Increased
200
Reduced
134
Closed
48
Calls
$1.78M
Puts
$840K
Net Calls
+$939K
Net Calls Change
+$456K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$505M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$122M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$127M
4
ClearBridge Investments
4
ClearBridge Investments
New York
$101M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$12.2M

Top Sellers

1
LC
1
L1 Capital
Australia
$0
2
MIP
2
Mondrian Investment Partners
United Kingdom
$252M
3
WA
3
Whipplewood Advisors
Colorado
$10.8K
4
CIM
4
Cowen Investment Management
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
BFS
26
Bard Financial Services
Connecticut
$8.67M 2,268,805 -157,500 -6%
LPL Financial
27
LPL Financial
California
$7.67M 2,008,083 +127,898 +7%
MML Investors Services
28
MML Investors Services
Massachusetts
$6.56M 1,717,822 +241,611 +16%
TC
29
TownSquare Capital
Utah
$6.1M 1,596,132 +64,952 +4%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$5.33M 1,395,893 -78,393 -5%
EI
31
Ethic Inc
New York
$5.3M 1,390,416 -40,620 -3%
Charles Schwab
32
Charles Schwab
California
$5.16M 1,351,534 +225,112 +20%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$5.1M 1,334,805 +12,607 +1%
UBS Group
34
UBS Group
Switzerland
$4.75M 1,244,211 +201,373 +19%
Creative Planning
35
Creative Planning
Kansas
$4.55M 1,191,803 +215,506 +22%
RWM
36
Ritholtz Wealth Management
New York
$4.53M 1,186,344 -61,376 -5%
TCCM
37
Timber Creek Capital Management
Massachusetts
$4.52M 1,184,440 -8,223 -0.7%
Citigroup
38
Citigroup
New York
$4.49M 1,174,225 -21,574 -2%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4.32M 1,129,738 -108,782 -9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$4.31M 1,126,734 +108,100 +11%
LCM
41
Logan Capital Management
Pennsylvania
$4.17M 1,092,492 +14,451 +1%
OAM
42
Oppenheimer Asset Management
New York
$3.92M 1,026,365 +34,395 +3%
Renaissance Technologies
43
Renaissance Technologies
New York
$3.88M 1,016,900 +254,560 +33%
Stifel Financial
44
Stifel Financial
Missouri
$3.86M 1,009,696 -90,618 -8%
Bank of New York Mellon
45
Bank of New York Mellon
New York
$3.79M 992,298 +190,586 +24%
BCI
46
Brinker Capital Investments
Pennsylvania
$3.58M 935,947 +83,317 +10%
OPS
47
Orion Portfolio Solutions
Nebraska
$3.58M 935,947 +83,317 +10%
HJIM
48
Henry James International Management
New York
$3.47M 909,264 +3,394 +0.4%
Franklin Resources
49
Franklin Resources
California
$3.46M 907,037 -132,947 -13%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$3.45M 902,437 +902,437 New
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