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Lloyds Banking Group
LYG

Overview Fund Activity

450 hedge funds and large institutions have $2.05B invested in Lloyds Banking Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
54
Increased
200
Reduced
134
Closed
48
Calls
$1.78M
Puts
$840K
Net Calls
+$939K
Net Calls Change
+$456K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$122M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$127M
4
ClearBridge Investments
ClearBridge Investments
New York
$101M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.2M

Top Sellers

1
LC
L1 Capital
Australia
$0
2
MIP
Mondrian Investment Partners
United Kingdom
$252M
3
WA
Whipplewood Advisors
Colorado
$10.8K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$53.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
151
Aegis Wealth Management
Maryland
$378K – – –
IC
152
IEQ Capital
California
$378K +$23K +6,032 +6%
CTC
153
Cetera Trust Company
Minnesota
$371K – – –
CC
154
Callan Capital
California
$360K +$72.9K +19,080 +25%
IWC
155
Integrated Wealth Concepts
Massachusetts
$351K -$13.1K -3,433 -4%
CWS
156
Cypress Wealth Services
California
$346K -$3.05K -799 -0.9%
QT
157
Quantbot Technologies
New York
$345K -$164K -42,979 -32%
BBW
158
Blue Barn Wealth
Utah
$342K +$58.8K +15,386 +21%
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$336K -$266K -69,573 -44%
IC
160
Iconiq Capital
California
$334K +$221K +57,750 +194%
ASN
161
Advisory Services Network
Georgia
$330K -$55.6K -14,550 -14%
KOCAA
162
Knights of Columbus Asset Advisors
Connecticut
$329K -$99.9K -26,150 -23%
BIG
163
Brooklyn Investment Group
New York
$327K +$327K +85,517 New
MW
164
Marcum Wealth
Ohio
$326K +$38K +9,951 +13%
MHC
165
May Hill Capital
Massachusetts
$324K +$4.74K +1,242 +1%
P
166
Pitcairn
Pennsylvania
$313K +$18.3K +4,798 +6%
CL
167
Choreo LLC
Illinois
$311K +$23K +6,031 +8%
NG
168
Norden Group
Utah
$305K +$970 +254 +0.3%
ERIC
169
Eagle Rock Investment Company
Georgia
$295K – – –
SCP
170
Sivia Capital Partners
California
$295K +$39.4K +10,318 +15%
AIM
171
Anchor Investment Management
South Carolina
$290K – – –
FAIM
172
Financial Advocates Investment Management
Washington
$289K +$24.4K +6,393 +9%
SFA
173
Sequoia Financial Advisors
Ohio
$288K +$27.5K +7,203 +11%
CA
174
Continuum Advisory
Idaho
$281K -$84.8K -22,192 -23%
IAA
175
Independent Advisor Alliance
North Carolina
$275K -$11.8K -3,085 -4%
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7
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