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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.

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

Top Sellers

1
LC
1
L1 Capital
Australia
$0
2
MIP
2
Mondrian Investment Partners
United Kingdom
$252M
3
WA
3
Whipplewood Advisors
Colorado
$10.8K
4
CIM
4
Cowen Investment Management
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$53.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$505M 132,122,777 +132,122,777 New
MIP
2
Mondrian Investment Partners
United Kingdom
$252M 66,050,307 -6,683,977 -9%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$127M 33,369,382 +6,700,329 +25%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$122M 31,819,347 +6,968,590 +28%
ClearBridge Investments
5
ClearBridge Investments
New York
$101M 26,511,724 +4,757,156 +22%
Goldman Sachs
6
Goldman Sachs
New York
$92.3M 24,154,117 +1,397,163 +6%
Morgan Stanley
7
Morgan Stanley
New York
$78.7M 20,589,327 -1,168,293 -5%
Northern Trust
8
Northern Trust
Illinois
$59.2M 15,487,638 -116,687 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$53.6M 14,040,936 -2,363,323 -14%
Bank of America
10
Bank of America
North Carolina
$48.5M 12,701,406 +1,587,058 +14%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$43.4M 13,065,283 +669,742 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$40.1M 10,492,898 +863,347 +9%
BlackRock
13
BlackRock
New York
$34.8M 9,108,835 +1,137,767 +14%
Millennium Management
14
Millennium Management
New York
$31.3M 8,199,299 +1,100,359 +16%
American Century Companies
15
American Century Companies
Missouri
$26.8M 7,011,774 +399,866 +6%
Wells Fargo
16
Wells Fargo
California
$25.7M 6,726,709 +635,763 +10%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$23.7M 6,203,638 +602,179 +11%
CGH
18
Crossmark Global Holdings
Texas
$18.5M 4,831,997 +18,767 +0.4%
Raymond James Financial
19
Raymond James Financial
Florida
$16.6M 4,349,389 +222,180 +5%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$14.4M 3,780,783 -589,825 -13%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$13.7M 3,580,103 -36,805 -1%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$12.2M 3,195,657 +3,178,753 +18,805%
JCM
23
Janney Capital Management
Pennsylvania
$12.1M 3,174,021 -1,511,711 -32%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$9.34M 2,445,011 +1,532,434 +168%
QCM
25
QRG Capital Management
Illinois
$9.13M 2,390,985 +18,232 +0.8%
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