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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
CCM
126
Coldstream Capital Management
Washington
$685K +$524K +131,937 +450%
KCM
127
Kathmere Capital Management
Pennsylvania
$680K -$15K -3,781 -2%
PFGIA
128
Patriot Financial Group Insurance Agency
Massachusetts
$679K +$30.5K +7,684 +5%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$662K
GCM
130
Gallacher Capital Management
Colorado
$642K -$23.4K -5,884 -4%
BTI
131
Blue Trust Inc
Georgia
$621K -$13.5K -3,403 -2%
BIG
132
Brooklyn Investment Group
New York
$607K +$228K +57,317 +67%
SC
133
Syon Capital
California
$605K +$13K +3,259 +2%
Corient Private Wealth
134
Corient Private Wealth
Florida
$595K +$620 +156 +0.1%
SCP
135
Sivia Capital Partners
California
$595K +$249K +62,742 +81%
AWA
136
Aaron Wealth Advisors
Illinois
$590K -$4.37K -1,099 -0.8%
IWC
137
Integrated Wealth Concepts
Massachusetts
$570K +$168K +42,282 +46%
RWM
138
Revisor Wealth Management
Ohio
$560K +$488K +122,714 +1,026%
MSA
139
Marino Stram & Associates
Massachusetts
$552K +$419K +105,407 +430%
ECM
140
Evergreen Capital Management
Washington
$543K +$12.1K +3,038 +2%
Cambridge Investment Research Advisors
141
Cambridge Investment Research Advisors
Iowa
$542K +$19.9K +5,012 +4%
SG Americas Securities
142
SG Americas Securities
New York
$539K +$504K +126,780 New
DWT
143
Dorsey & Whitney Trust
South Dakota
$537K +$23.7K +5,971 +5%
SI
144
Stephens Inc
Arkansas
$534K -$143K -36,085 -22%
AWM
145
Apollon Wealth Management
South Carolina
$532K -$10.6K -2,677 -2%
Walleye Capital
146
Walleye Capital
New York
$530K +$496K +124,820 New
UCFA
147
United Capital Financial Advisors
Texas
$525K +$8.56K +2,153 +2%
Wealth Enhancement Advisory Services
148
Wealth Enhancement Advisory Services
Minnesota
$516K +$261K +65,579 +112%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$515K +$16.8K +4,236 +3%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$489K -$53.2K -13,374 -10%

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.