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Lloyds Banking Group

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: 453477 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$9.69M -$96.3M -24,231,445 -91%
Jane Street
27
Jane Street
New York
$9.61M +$5.76M +1,448,691 +178%
QCM
28
QRG Capital Management
Illinois
$9.29M -$811K -204,099 -9%
BFS
29
Bard Financial Services
Connecticut
$8.73M -$857K -215,700 -10%
AssetMark Inc
30
AssetMark Inc
California
$8.62M +$4.8M +1,207,960 +147%
Raymond James Financial
31
Raymond James Financial
Florida
$7.82M -$9.98M -2,509,512 -58%
LPL Financial
32
LPL Financial
California
$7.66M -$816K -205,364 -10%
ACM
33
Aquatic Capital Management
Illinois
$7.27M +$6.8M +1,710,573 New
Charles Schwab
34
Charles Schwab
California
$7.06M +$1.23M +309,670 +23%
Natixis Advisors
35
Natixis Advisors
Massachusetts
$6.95M +$948K +238,430 +17%
JP Morgan Chase
36
JP Morgan Chase
New York
$6.43M +$4.42M +1,111,897 +278%
Creative Planning
37
Creative Planning
Kansas
$5.83M +$715K +179,903 +15%
EI
38
Ethic Inc
New York
$5.56M -$303K -76,102 -5%
BBL
39
Beck Bode LLC
Massachusetts
$5.25M +$4.91M +1,236,249 New
LCM
40
Logan Capital Management
Pennsylvania
$5.15M +$475K +119,491 +11%
AQR Capital Management
41
AQR Capital Management
Connecticut
$5.13M +$3.75M +943,845 +359%
MML Investors Services
42
MML Investors Services
Massachusetts
$5.04M -$2.12M -533,176 -31%
Balyasny Asset Management
43
Balyasny Asset Management
Illinois
$4.91M -$8.11M -2,040,168 -64%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$4.88M +$73.7K +18,542 +2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$4.5M -$1.1M -276,285 -21%
RWM
46
Ritholtz Wealth Management
New York
$3.96M -$1.01M -254,264 -21%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.94M -$788K -198,309 -18%
Focus Partners Wealth
48
Focus Partners Wealth
Massachusetts
$3.82M +$326K +82,010 +10%
TCCM
49
Timber Creek Capital Management
Massachusetts
$3.8M -$1.22M -307,165 -26%
Citigroup
50
Citigroup
New York
$3.66M -$1.24M -312,018 -27%

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.