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Lloyds Banking Group

512 hedge funds and large institutions have $2.69B invested in Lloyds Banking Group in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 211 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.44M

112% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $2.4B → $2.69B (+$289M)

7% more funds holding

Funds holding: 478512 (+34)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 3.55%3.44% (-0.1%)

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
211
Reduced
122
Closed
43
Calls
$5.42M
Puts
$1.44M
Net Calls
+$3.99M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
176
GAMMA Investing
California
$419K +$13.8K +2,852 +4%
FFA
177
Farther Finance Advisors
California
$417K +$198K +40,911 +108%
VFA
178
Valeo Financial Advisors
Indiana
$410K +$3.42K +706 +0.9%
Jones Financial Companies
179
Jones Financial Companies
Missouri
$392K +$28.5K +5,890 +9%
FVWA
180
Foster Victor Wealth Advisors
South Carolina
$385K +$73K +15,072 +27%
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$372K +$92.1K +19,015 +37%
QCM
182
Quantinno Capital Management
New York
$370K +$144K +29,727 +74%
AC
183
AlphaCore Capital
California
$365K -$82.1K -16,951 -20%
SWP
184
Sagespring Wealth Partners
Tennessee
$365K +$38.2K +7,896 +13%
ASN
185
Advisory Services Network
Georgia
$362K +$4.21K +869 +1%
AWMM
186
Aegis Wealth Management (Maryland)
Maryland
$361K -$115K -23,771 -26%
BEI
187
Benjamin Edwards Inc
Missouri
$358K +$78.2K +16,141 +31%
SAM
188
Silvercrest Asset Management
New York
$351K +$96K +19,823 +43%
HWM
189
HB Wealth Management
Georgia
$348K +$13.8K +2,850 +5%
BWP
190
BSW Wealth Partners
Colorado
$336K +$3.1K +641 +1%
PP
191
PDS Planning
Ohio
$334K +$16.2K +3,336 +6%
CIA
192
Cape Investment Advisory
Georgia
$328K +$14.3K +2,955 +5%
FIA
193
Foundations Investment Advisors
Arizona
$328K -$67.2K -13,869 -18%
KeyBank National Association
194
KeyBank National Association
Ohio
$327K +$119K +24,567 +66%
NI
195
Natural Investments
California
$323K +$40.4K +8,344 +16%
PA
196
Parallel Advisors
California
$319K +$1.06K +218 +0.4%
FRA
197
Frank Rimerman Advisors
California
$318K +$5.93K +1,225 +2%
AWAP
198
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$318K -$2.46K -508 -0.8%
TCA
199
Transcend Capital Advisors
New Jersey
$313K +$88.8K +18,344 +45%
SP
200
SmartHarvest Portfolios
Washington
$310K +$283K +58,531 New