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Lloyds Banking Group
LYG

Overview Fund Activity

474 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, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
474
Holders Change
+24
Holders Change %
+5.33%
% of All Funds
6.36%
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
151
Closed
47
Calls
$3.23M
Puts
$958K
Net Calls
+$2.27M
Net Calls Change
+$1.33M

Top Buyers

1
LC
1
L1 Capital
Australia
$136M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$633M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$47.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$22.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$105M

Top Sellers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$9.69M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$98.2M
3
Raymond James Financial
3
Raymond James Financial
Florida
$7.82M
4
Bank of America
4
Bank of America
North Carolina
$43.6M
5
Wells Fargo
5
Wells Fargo
California
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
201
Cape Investment Advisory
Georgia
$243K +$7.79K +1,832 +3%
CC
202
Centiva Capital
New York
$243K -$507K -119,374 -68%
KAS
203
Kestra Advisory Services
Texas
$242K +$2.29K +539 +1%
WSFS
204
Wilmington Savings Fund Society
Delaware
$237K -$26.7K -6,272 -10%
ADL
205
Asset Dedication LLC
California
$236K +$236K +55,453 New
HFS
206
Hantz Financial Services
Michigan
$235K +$235K +55,342 New
FOA
207
Five Oceans Advisors
California
$233K – – –
SWP
208
Sagespring Wealth Partners
Tennessee
$232K +$42.5K +10,003 +22%
CCA
209
Checchi Capital Advisers
California
$232K -$46.2K -10,860 -17%
NI
210
Natural Investments
California
$229K +$34.3K +8,081 +18%
FIM
211
Freedom Investment Management
Connecticut
$227K -$47.8K -11,255 -17%
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$226K -$3.87K -910 -2%
HAG
213
HighPoint Advisor Group
Illinois
$218K -$2.76K -650 -1%
PWM
214
Perigon Wealth Management
California
$215K -$46.1K -10,843 -18%
HWM
215
HB Wealth Management
Georgia
$214K -$35.5K -8,352 -14%
OL
216
one8zero8 LLC
North Carolina
$213K – – –
CGL
217
Clarius Group LLC
Washington
$211K – – –
WA
218
Wealthstream Advisors
New York
$211K +$23.3K +5,475 +12%
BCM
219
Brookstone Capital Management
Illinois
$210K +$16.2K +3,816 +8%
EARNEST Partners
220
EARNEST Partners
Georgia
$208K +$19.5K +4,594 +10%
WFI
221
West Family Investments
California
$204K +$11.4K +2,685 +6%
SRC
222
Sage Rhino Capital
California
$202K +$3.37K +792 +2%
FVWA
223
Foster Victor Wealth Advisors
South Carolina
$197K -$5.19K -1,245 -3%
SAM
224
Silvercrest Asset Management
New York
$197K – – –
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$197K -$1.74K -409 -0.9%
7 8
9
10 11