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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
TW
501
TritonPoint Wealth
Maryland
-$55.7K -14,590 Closed
IWM
502
IHT Wealth Management
Illinois
-$54K -14,144 Closed
CPWA
503
Cerro Pacific Wealth Advisors
California
-$36.2K -13,297 Closed
SQA
504
Simon Quick Advisors
New Jersey
-$49.5K -12,949 Closed
FFS
505
Founders Financial Securities
Maryland
-$50.6K -12,778 Closed
CIS
506
Custom Index Systems
New York
-$47.1K -12,339 Closed
CIAS
507
Capital Investment Advisory Services
North Carolina
-$45.8K -11,978 Closed
HI
508
Horizon Investments
North Carolina
-$43.7K -11,770 Closed
DAS
509
Dynamic Advisor Solutions
Arizona
-$44.2K -11,563 Closed
RRWA
510
Rainey & Randall Wealth Advisors
Florida
-$40.7K -10,642 Closed
ARC
511
Advisor Resource Council
Texas
-$37.2K -10,430 Closed
CWA
512
Crux Wealth Advisors
California
-$38.9K -10,182 Closed
GS
513
GWN Securities
Florida
-$38.5K -10,088 Closed
ICP
514
Interchange Capital Partners
Pennsylvania
-$38.3K -10,029 Closed
WF
515
Wayfinding Financial
Washington
-$23K -6,261 Closed
CIAM
516
Caitong International Asset Management
Hong Kong
-$18.4K -4,825 Closed
GFPC
517
Global Financial Private Client
Florida
-$14.1K -3,700 Closed
TC
518
Truvestments Capital
Florida
-$9.11K -2,384 Closed
CWC
519
Carolinas Wealth Consulting
North Carolina
-$5.88K -1,539 Closed
RFG
520
REAP Financial Group
Texas
-$5.3K -1,387 Closed
MG
521
Mather Group
Illinois
-$4.92K -1,288 Closed
GJIA
522
Glass Jacobson Investment Advisors
Maryland
-$3.23K -1,188 Closed
RWS
523
Retirement Wealth Solutions
Wisconsin
-$3.97K -1,039 Closed
MSWA
524
Marshall & Sterling Wealth Advisors
New York
-$2.58K -675 Closed
PWA
525
Provenance Wealth Advisors
Florida
-$665 -174 Closed

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.