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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
State Street
201
State Street
Massachusetts
$222K +$1.22K +370 +0.6%
PP
202
PDS Planning
Ohio
$220K +$46.9K +14,169 +33%
GI
203
GAMMA Investing
California
$220K +$37.1K +11,225 +24%
VFA
204
Valeo Financial Advisors
Indiana
$217K +$26K +7,848 +16%
KAS
205
Kestra Advisory Services
Texas
$216K -$77.7K -23,495 -29%
PA
206
Parallel Advisors
California
$214K +$45.9K +13,886 +33%
CIA
207
Cape Investment Advisory
Georgia
$212K -$11.7K -3,530 -6%
MWP
208
Meriwether Wealth & Planning
Louisiana
$211K +$13.6K +4,116 +8%
IWA
209
Icon Wealth Advisors
Texas
$211K -$24K -7,268 -12%
FOA
210
Five Oceans Advisors
California
$209K -$32.4K -9,812 -15%
HAG
211
HighPoint Advisor Group
Illinois
$207K +$1.39K +419 +0.8%
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
$206K -$31.2K -9,450 -15%
OL
213
one8zero8 LLC
North Carolina
$191K
CGL
214
Clarius Group LLC
Washington
$190K +$26.1K +7,886 +19%
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$179K -$21K -6,347 -12%
SRC
216
Sage Rhino Capital
California
$179K +$14.4K +4,358 +10%
SAM
217
Silvercrest Asset Management
New York
$177K +$153K +46,406 New
NI
218
Natural Investments
California
$175K -$10.1K -3,050 -6%
BCM
219
Brookstone Capital Management
Illinois
$174K -$10.7K -3,235 -7%
FVWA
220
Foster Victor Wealth Advisors
South Carolina
$174K -$18.7K -5,667 -10%
Harris Associates
221
Harris Associates
Illinois
$173K -$20.8K -6,300 -12%
WFI
222
West Family Investments
California
$173K +$73K +22,074 +95%
SWP
223
Sagespring Wealth Partners
Tennessee
$170K +$148K +44,627 New
HSBC Holdings
224
HSBC Holdings
United Kingdom
$170K -$21.8K -6,598 -13%
EARNEST Partners
225
EARNEST Partners
Georgia
$169K -$33K -9,981 -18%