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Lloyds Banking Group

512 hedge funds and large institutions have $2.69B invested in Lloyds Banking Group in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 211 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.44M

112% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $2.4B → $2.69B (+$289M)

7% more funds holding

Funds holding: 478512 (+34)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 3.55%3.44% (-0.1%)

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
211
Reduced
122
Closed
43
Calls
$5.42M
Puts
$1.44M
Net Calls
+$3.99M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$12.1M +$1.44M +298,140 +15%
LPL Financial
27
LPL Financial
California
$11.1M +$528K +109,009 +5%
ClearBridge Investments
28
ClearBridge Investments
New York
$10.9M -$121K -25,079 -1%
Citadel Advisors
29
Citadel Advisors
Florida
$9.96M +$3.91M +807,855 +75%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$9.53M -$253K -52,209 -3%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$8.72M +$3.77M +778,868 +90%
JP Morgan Chase
32
JP Morgan Chase
New York
$8.63M -$2.45M -506,842 -24%
Creative Planning
33
Creative Planning
Kansas
$7.91M +$181K +37,294 +3%
EI
34
Ethic Inc
New York
$7.81M +$243K +50,167 +4%
QCM
35
QRG Capital Management
Illinois
$7.53M +$406K +83,844 +6%
Natixis Advisors
36
Natixis Advisors
Massachusetts
$6.73M -$1.73M -358,181 -22%
LCM
37
Logan Capital Management
Pennsylvania
$6.67M +$546K +112,845 +10%
MML Investors Services
38
MML Investors Services
Massachusetts
$6.63M +$683K +140,968 +13%
BBL
39
Beck Bode LLC
Massachusetts
$6.35M -$331K -68,341 -5%
HJIM
40
Henry James International Management
New York
$5.89M +$1.35M +278,600 +33%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$5.69M +$400K +82,705 +8%
UBS Group
42
UBS Group
Switzerland
$5.41M -$27.1M -5,593,607 -85%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$5.4M +$1.41K +292 +0%
RWM
44
Ritholtz Wealth Management
New York
$5.27M +$124K +25,669 +3%
Focus Partners Wealth
45
Focus Partners Wealth
Massachusetts
$5.23M +$254K +52,378 +6%
Mariner
46
Mariner
Kansas
$5.21M +$445K +91,951 +10%
EGA
47
Eagle Global Advisors
Texas
$5.19M +$242K +50,000 +5%
Rockefeller Capital Management
48
Rockefeller Capital Management
New York
$4.89M +$36.7K +7,570 +0.8%
US Bancorp
49
US Bancorp
Minnesota
$4.81M -$673K -138,895 -13%
VPIM
50
Vanguard Personalized Indexing Management
California
$4.51M +$139K +28,626 +3%