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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
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$687K +$120K +27,565 +22%
PFGIA
127
Patriot Financial Group Insurance Agency
Massachusetts
$656K -$67.7K -15,480 -10%
IWC
128
Integrated Wealth Concepts
Massachusetts
$643K +$32.9K +7,530 +6%
SC
129
Syon Capital
California
$638K -$7.95K -1,818 -1%
SCP
130
Sivia Capital Partners
California
$636K +$647 +148 +0.1%
MSA
131
Marino Stram & Associates
Massachusetts
$633K +$41.3K +9,459 +7%
AWA
132
Aaron Wealth Advisors
Illinois
$620K -$10.3K -2,361 -2%
BTI
133
Blue Trust Inc
Georgia
$606K -$55.7K -12,741 -9%
CIBC Asset Management
134
CIBC Asset Management
Ontario, Canada
$602K +$311K +71,054 +116%
BIG
135
Brooklyn Investment Group
New York
$590K -$14.4K -3,294 -2%
ECM
136
Evergreen Capital Management
Washington
$576K -$4.18K -956 -0.7%
DWT
137
Dorsey & Whitney Trust
South Dakota
$575K +$1.43K +326 +0.3%
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$570K -$407K -93,067 -43%
ERIC
139
Eagle Rock Investment Company
Georgia
$567K +$175K +39,950 +47%
UCFA
140
United Capital Financial Advisors
Texas
$567K +$6.09K +1,393 +1%
RWM
141
Revisor Wealth Management
Ohio
$561K -$38.9K -8,902 -7%
Allspring Global Investments
142
Allspring Global Investments
North Carolina
$561K -$12.6K -2,879 -2%
AWM
143
Apollon Wealth Management
South Carolina
$560K -$7.57K -1,731 -1%
Cambridge Investment Research Advisors
144
Cambridge Investment Research Advisors
Iowa
$559K -$19.6K -4,493 -4%
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$557K +$43.8K +10,029 +9%
XT
146
XTX Topco
Cayman Islands
$536K -$2.46M -562,911 -83%
SI
147
Stephens Inc
Arkansas
$533K -$35.4K -8,106 -6%
GIM
148
Glenmede Investment Management
Pennsylvania
$519K +$6.41K +1,466 +1%
SFA
149
Sequoia Financial Advisors
Ohio
$512K +$136K +31,199 +38%
Walleye Capital
150
Walleye Capital
New York
$497K -$67.5K -15,443 -12%

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.