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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
IAA
176
Independent Advisor Alliance
North Carolina
$328K +$21K +5,284 +7%
Group One Trading
177
Group One Trading
Illinois
$322K +$301K +75,761 New
P
178
Pitcairn
Pennsylvania
$306K -$39K -9,803 -12%
EWA
179
EverSource Wealth Advisors
Alabama
$305K +$160K +40,324 +128%
GI
180
GAMMA Investing
California
$303K +$55.1K +13,861 +24%
EGM
181
Engineers Gate Manager
New York
$297K +$277K +69,784 New
ASN
182
Advisory Services Network
Georgia
$288K -$72.1K -18,135 -21%
AIM
183
Anchor Investment Management
South Carolina
$281K -$39.8K -10,000 -13%
FAFN
184
First Affirmative Financial Network
Colorado
$277K -$7.37K -1,854 -3%
TCM
185
Traub Capital Management
Massachusetts
$274K +$256K +64,458 New
AWAP
186
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$269K -$12.8K -3,223 -5%
SAM
187
Smartleaf Asset Management
Massachusetts
$262K -$27.7K -6,979 -10%
CIBC Asset Management
188
CIBC Asset Management
Ontario, Canada
$261K +$134K +33,600 +120%
AGC
189
Aspen Grove Capital
Colorado
$261K +$9.54K +2,400 +4%
TC
190
TownSquare Capital
Utah
$260K -$6.1M -1,534,910 -96%
FCG
191
Fielder Capital Group
Tennessee
$259K
VFA
192
Valeo Financial Advisors
Indiana
$256K +$13.3K +3,342 +6%
PP
193
PDS Planning
Ohio
$254K +$8.45K +2,126 +4%
BHPW
194
Beverly Hills Private Wealth
California
$253K -$18.4K -4,622 -7%
AG
195
Ascent Group
Virginia
$252K +$417 +105 +0.2%
AF
196
Allworth Financial
California
$251K -$16.6K -4,182 -7%
SF
197
Synovus Financial
Georgia
$250K
FRA
198
Frank Rimerman Advisors
California
$250K +$234K +58,865 New
PA
199
Parallel Advisors
California
$248K +$8.77K +2,206 +4%
State Street
200
State Street
Massachusetts
$247K

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.