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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
IC
101
IEQ Capital
California
$1.31M +$30.1K +6,208 +3%
BCI
102
Brinker Capital Investments
Pennsylvania
$1.24M +$182K +37,583 +19%
KOC
103
Koss-Olinger Consulting
Florida
$1.23M -$351K -72,400 -24%
RhumbLine Advisers
104
RhumbLine Advisers
Massachusetts
$1.22M +$372K +76,779 +50%
IB
105
Intrust Bank
Kansas
$1.22M +$70.5K +14,566 +7%
SA
106
Sanctuary Advisors
Indiana
$1.03M +$12.6K +2,598 +1%
EI
107
Ellevest Inc
New York
$1.03M -$1.08K -224 -0.1%
P
108
&Partners
Tennessee
$1.02M +$56.5K +11,662 +6%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$998K +$154K +31,872 +21%
FFM
110
Forum Financial Management
Illinois
$964K
PFGIA
111
Patriot Financial Group Insurance Agency
Massachusetts
$955K +$174K +35,862 +25%
LWAM
112
Legacy Wealth Asset Management
Minnesota
$931K -$27.3K -5,643 -3%
ACM
113
Aquatic Capital Management
Illinois
$930K -$6.18M -1,277,387 -88%
Acadian Asset Management
114
Acadian Asset Management
Massachusetts
$928K
SCP
115
Sivia Capital Partners
California
$911K +$154K +31,863 +23%
Susquehanna International Group
116
Susquehanna International Group
Pennsylvania
$910K -$211K -43,478 -20%
QI
117
Qtron Investments
Massachusetts
$899K -$278K -57,504 -25%
KCM
118
Kathmere Capital Management
Pennsylvania
$890K +$47.4K +9,785 +6%
AWA
119
Aaron Wealth Advisors
Illinois
$882K +$145K +29,931 +22%
PA
120
Pinnacle Associates
New York
$874K
BP
121
Ballentine Partners
Massachusetts
$867K +$29.9K +6,179 +4%
GCM
122
Gallacher Capital Management
Colorado
$857K -$3.82K -789 -0.5%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$852K -$297K -61,263 -28%
Allspring Global Investments
124
Allspring Global Investments
North Carolina
$849K +$153K +31,527 +25%
CIBC Asset Management
125
CIBC Asset Management
Ontario, Canada
$811K +$99.2K +20,489 +15%