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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 %
FIA
176
Foundations Investment Advisors
Arizona
$275K -$38.4K -10,059 -12%
CFO
177
Callan Family Office
Pennsylvania
$271K -$33.3K -8,719 -11%
AWS
178
Atria Wealth Solutions
New York
$271K +$23.3K +6,089 +9%
SAM
179
Smartleaf Asset Management
Massachusetts
$265K -$45.2K -11,763 -15%
PCG
180
Prosperity Consulting Group
Maryland
$261K +$7.62K +1,994 +3%
FAFN
181
First Affirmative Financial Network
Colorado
$256K -$47.6K -12,460 -16%
AWAP
182
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K +$14.9K +3,890 +6%
CCA
183
Checchi Capital Advisers
California
$250K +$48.1K +12,585 +24%
AF
184
Allworth Financial
California
$247K +$700 +179 +0.3%
FIM
185
Freedom Investment Management
Connecticut
$247K -$94.3K -24,698 -28%
BHPW
186
Beverly Hills Private Wealth
California
$245K -$4.15K -1,087 -2%
TFA
187
Tranquilli Financial Advisor
New Jersey
$240K +$53.9K +14,097 +29%
WSFS
188
Wilmington Savings Fund Society
Delaware
$237K -$82.3K -21,547 -26%
PWM
189
Perigon Wealth Management
California
$235K +$10K +2,617 +4%
FCG
190
Fielder Capital Group
Tennessee
$233K – – –
M&T Bank
191
M&T Bank
New York
$229K +$17.5K +4,560 +8%
AG
192
Ascent Group
Virginia
$226K +$36.8K +9,626 +19%
AGC
193
Aspen Grove Capital
Colorado
$225K -$32.4K -8,473 -13%
SF
194
Synovus Financial
Georgia
$225K – – –
HWM
195
HB Wealth Management
Georgia
$224K +$77K +20,162 +52%
Wealth Enhancement Advisory Services
196
Wealth Enhancement Advisory Services
Minnesota
$223K -$255K -66,780 -53%
AWM
197
Axxcess Wealth Management
California
$223K +$5.05K +1,322 +2%
TPCW
198
TD Private Client Wealth
New York
$222K +$150K +39,302 +208%
State Street
199
State Street
Massachusetts
$222K +$1.41K +370 +0.6%
PP
200
PDS Planning
Ohio
$220K +$54.1K +14,169 +33%
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