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Lloyds Banking Group
LYG

Overview Fund Activity

450 hedge funds and large institutions have $2.05B invested in Lloyds Banking Group in 2025 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 200 increasing their positions, 134 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-2
Holders Change %
-0.44%
% of All Funds
6.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
54
Increased
200
Reduced
134
Closed
48
Calls
$1.78M
Puts
$840K
Net Calls
+$939K
Net Calls Change
+$456K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
$505M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$122M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$127M
4
ClearBridge Investments
ClearBridge Investments
New York
$101M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$12.2M

Top Sellers

1
LC
L1 Capital
Australia
$0
2
MIP
Mondrian Investment Partners
United Kingdom
$252M
3
WA
Whipplewood Advisors
Colorado
$10.8K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$53.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
201
GAMMA Investing
California
$220K +$42.9K +11,225 +24%
VFA
202
Valeo Financial Advisors
Indiana
$217K +$30K +7,848 +16%
KAS
203
Kestra Advisory Services
Texas
$216K -$89.8K -23,495 -29%
PA
204
Parallel Advisors
California
$214K +$53K +13,886 +33%
CIA
205
Cape Investment Advisory
Georgia
$212K -$13.5K -3,530 -6%
MWP
206
Meriwether Wealth & Planning
Louisiana
$211K +$15.7K +4,116 +8%
IWA
207
Icon Wealth Advisors
Texas
$211K -$27.8K -7,268 -12%
FOA
208
Five Oceans Advisors
California
$209K -$37.5K -9,812 -15%
HAG
209
HighPoint Advisor Group
Illinois
$207K +$1.67K +419 +0.8%
Toronto Dominion Bank
210
Toronto Dominion Bank
Ontario, Canada
$206K -$36K -9,450 -15%
OL
211
one8zero8 LLC
North Carolina
$191K – – –
CGL
212
Clarius Group LLC
Washington
$190K +$30.1K +7,886 +19%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$179K -$24.3K -6,347 -12%
SRC
214
Sage Rhino Capital
California
$179K +$16.6K +4,358 +10%
SC
215
Savant Capital
Illinois
$179K +$52.7K +13,793 +42%
SAM
216
Silvercrest Asset Management
New York
$177K +$177K +46,406 New
NI
217
Natural Investments
California
$175K -$11.6K -3,050 -6%
BCM
218
Brookstone Capital Management
Illinois
$174K -$12.4K -3,235 -7%
FVWA
219
Foster Victor Wealth Advisors
South Carolina
$174K -$20.3K -5,667 -10%
Harris Associates
220
Harris Associates
Illinois
$173K -$24.1K -6,300 -12%
WFI
221
West Family Investments
California
$173K +$84.3K +22,074 +95%
SWP
222
Sagespring Wealth Partners
Tennessee
$170K +$170K +44,627 New
HSBC Holdings
223
HSBC Holdings
United Kingdom
$170K -$25.3K -6,598 -13%
EARNEST Partners
224
EARNEST Partners
Georgia
$169K -$38.1K -9,981 -18%
WA
225
Wealthstream Advisors
New York
$169K +$5.9K +1,544 +4%
7 8
9
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