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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
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$1.01M +$495K +113,263 +104%
Susquehanna International Group
102
Susquehanna International Group
Pennsylvania
$977K +$9.49K +2,172 +1%
IB
103
Intrust Bank
Kansas
$975K +$24.4K +5,575 +3%
CFO
104
Callan Family Office
Pennsylvania
$932K -$213K -48,669 -19%
Point72 Asset Management
105
Point72 Asset Management
Connecticut
$932K -$10.3M -2,363,600 -92%
EWM
106
Edge Wealth Management
New York
$908K
BCI
107
Brinker Capital Investments
Pennsylvania
$887K -$104K -23,723 -11%
EI
108
Ellevest Inc
New York
$885K -$74.1K -16,955 -8%
SA
109
Sanctuary Advisors
Indiana
$874K +$398K +90,939 +90%
Osaic Holdings
110
Osaic Holdings
Arizona
$853K +$86.4K +19,766 +11%
FFM
111
Forum Financial Management
Illinois
$825K
P
112
&Partners
Tennessee
$823K -$25.8K -5,892 -3%
LWAM
113
Legacy Wealth Asset Management
Minnesota
$823K -$9.87K -2,257 -1%
Corient Private Wealth
114
Corient Private Wealth
Florida
$805K +$163K +37,376 +27%
DW30
115
Drucker Wealth 3.0
New Jersey
$804K -$1.39M -318,198 -64%
Acadian Asset Management
116
Acadian Asset Management
Massachusetts
$795K -$32.2K -7,377 -4%
DWM
117
Dynasty Wealth Management
Florida
$769K +$741K +169,432 New
YCM
118
Yousif Capital Management
Michigan
$750K -$166K -37,880 -19%
PA
119
Pinnacle Associates
New York
$749K
GCM
120
Gallacher Capital Management
Colorado
$738K +$50.6K +11,581 +8%
Connor, Clark & Lunn Investment Management (CC&L)
121
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$737K -$14.7K -3,362 -2%
KCM
122
Kathmere Capital Management
Pennsylvania
$718K -$8.44K -1,931 -1%
BP
123
Ballentine Partners
Massachusetts
$715K -$53.1K -12,155 -7%
Ohio Public Employees Retirement System (OPERS)
124
Ohio Public Employees Retirement System (OPERS)
Ohio
$708K
RhumbLine Advisers
125
RhumbLine Advisers
Massachusetts
$697K -$61.6K -14,097 -8%

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.