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Lloyds Banking Group

453 hedge funds and large institutions have $2.05B invested in Lloyds Banking Group in 2025 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 201 increasing their positions, 137 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $1.78M | Put options by funds: $840K

79% more capital invested

Capital invested by funds: $1.14B → $2.05B (+$902M)

47% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 137

10% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 48

0.08% more ownership

Funds ownership: 0.8%0.89% (+0.08%)

0% less funds holding

Funds holding: 455453 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
453
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.07%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
53
Increased
201
Reduced
137
Closed
48
Calls
$1.78M
Puts
$840K
Net Calls
+$939K
Net Calls Change
+$456K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$275K -$10.2K -3,085 -4%
FIA
177
Foundations Investment Advisors
Arizona
$275K -$33.3K -10,059 -12%
CFO
178
Callan Family Office
Pennsylvania
$271K -$28.8K -8,719 -11%
AWS
179
Atria Wealth Solutions
New York
$271K +$20.1K +6,089 +9%
SAM
180
Smartleaf Asset Management
Massachusetts
$265K -$38.9K -11,763 -15%
PCG
181
Prosperity Consulting Group
Maryland
$261K +$6.59K +1,994 +3%
GWM
182
Gibbs Wealth Management
Georgia
$260K +$26.3K +7,948 +13%
FAFN
183
First Affirmative Financial Network
Colorado
$256K -$41.2K -12,460 -16%
AWAP
184
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$254K +$12.9K +3,890 +6%
CCA
185
Checchi Capital Advisers
California
$250K +$41.6K +12,585 +24%
AF
186
Allworth Financial
California
$247K +$592 +179 +0.3%
FIM
187
Freedom Investment Management
Connecticut
$247K -$81.7K -24,698 -28%
BHPW
188
Beverly Hills Private Wealth
California
$245K -$3.59K -1,087 -2%
TFA
189
Tranquilli Financial Advisor
New Jersey
$240K +$46.6K +14,097 +29%
WSFS
190
Wilmington Savings Fund Society
Delaware
$237K -$71.3K -21,547 -26%
PWM
191
Perigon Wealth Management
California
$235K +$8.65K +2,617 +4%
FCG
192
Fielder Capital Group
Tennessee
$233K
M&T Bank
193
M&T Bank
New York
$229K +$15.1K +4,560 +8%
AG
194
Ascent Group
Virginia
$226K +$31.8K +9,626 +19%
AGC
195
Aspen Grove Capital
Colorado
$225K -$28K -8,473 -13%
SF
196
Synovus Financial
Georgia
$225K
HWM
197
HB Wealth Management
Georgia
$224K +$66.7K +20,162 +52%
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$223K -$221K -66,780 -53%
AWM
199
Axxcess Wealth Management
California
$223K +$4.37K +1,322 +2%
TPCW
200
TD Private Client Wealth
New York
$222K +$130K +39,302 +208%