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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
AIM
501
Aigen Investment Management
New York
-$96K -22,588 Closed
WTC
502
WhitTier Trust Company
Nevada
-$87.8K -20,660 Closed
PCC
503
Park Circle Company
Maryland
-$85K -20,000 Closed
IPWA
504
International Private Wealth Advisors
California
-$67.9K -15,988 Closed
MM
505
MQS Management
New York
-$67.4K -15,859 Closed
KPWS
506
Kestra Private Wealth Services
Texas
-$66.6K -15,660 Closed
S
507
Sunpointe
Missouri
-$56K -13,188 Closed
RCA
508
Resonant Capital Advisors
Wisconsin
-$50.1K -11,785 Closed
BPA
509
Beacon Pointe Advisors
California
-$49.7K -11,695 Closed
SSC
510
Syverson Strege & Co
Iowa
-$48.5K -11,421 Closed
FA
511
Fountainhead AM
New Jersey
-$42.7K -10,050 Closed
OWA
512
Opal Wealth Advisors
New York
-$35.2K -8,283 Closed
SO
513
Sierra Ocean
California
-$25.2K -5,929 Closed
TPWA
514
Twin Peaks Wealth Advisors
California
-$19K -4,200 Closed
WA
515
Whipplewood Advisors
Colorado
-$12.1K -2,838 Closed
MAWAG
516
Mid-American Wealth Advisory Group
Missouri
-$8.16K -1,921 Closed
RAM
517
Riggs Asset Management
Pennsylvania
-$6.24K -1,467 Closed
NC
518
NewSquare Capital
Pennsylvania
-$3.96K -933 Closed
SC
519
Swan Capital
Florida
-$2.51K -591 Closed
PAG
520
Paladin Advisory Group
Iowa
-$1.24K -291 Closed
SC
521
Stephens Consulting
Michigan
-$417 -98 Closed
HNW
522
High Note Wealth
Minnesota
-$272 -64 Closed

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.