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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
ClearBridge Investments
26
ClearBridge Investments
New York
$9.45M -$865K -197,933 -9%
LPL Financial
27
LPL Financial
California
$9M +$788K +180,284 +10%
Charles Schwab
28
Charles Schwab
California
$9M +$1.4M +320,906 +19%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$8.4M +$3.07M +701,994 +61%
AQR Capital Management
30
AQR Capital Management
Connecticut
$7.97M +$2.4M +548,010 +45%
BFS
31
Bard Financial Services
Connecticut
$7.49M -$1.76M -403,470 -20%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$7.39M -$25.6K -5,858 -0.4%
Creative Planning
33
Creative Planning
Kansas
$6.61M +$365K +83,606 +6%
ACM
34
Aquatic Capital Management
Illinois
$6.6M -$1.13M -257,717 -15%
EI
35
Ethic Inc
New York
$6.46M +$475K +108,599 +8%
QCM
36
QRG Capital Management
Illinois
$6.07M -$3.71M -849,154 -39%
BBL
37
Beck Bode LLC
Massachusetts
$5.75M +$135K +30,938 +3%
LCM
38
Logan Capital Management
Pennsylvania
$5.2M -$289K -66,052 -5%
MML Investors Services
39
MML Investors Services
Massachusetts
$5.04M -$329K -75,233 -6%
Citadel Advisors
40
Citadel Advisors
Florida
$4.86M -$18.3M -4,178,958 -80%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$4.77M +$4.11M +940,407 +851%
US Bancorp
42
US Bancorp
Minnesota
$4.76M +$935K +213,882 +26%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$4.62M -$174K -39,819 -4%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$4.5M +$275K +62,918 +7%
RWM
45
Ritholtz Wealth Management
New York
$4.4M +$164K +37,471 +4%
Jane Street
46
Jane Street
New York
$4.37M -$5.68M -1,299,045 -57%
Focus Partners Wealth
47
Focus Partners Wealth
Massachusetts
$4.26M +$166K +37,910 +4%
EGA
48
Eagle Global Advisors
Texas
$4.22M +$1.01M +230,000 +33%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$4.15M -$11.8M -2,704,443 -75%
Mariner
50
Mariner
Kansas
$4.05M +$175K +40,041 +5%

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.