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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
Fisher Asset Management
1
Fisher Asset Management
Washington
$505M +$437M +132,122,777 New
MIP
2
Mondrian Investment Partners
United Kingdom
$252M -$22.1M -6,683,977 -9%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$127M +$22.2M +6,700,329 +25%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$122M +$23M +6,968,590 +28%
ClearBridge Investments
5
ClearBridge Investments
New York
$101M +$15.7M +4,757,156 +22%
Goldman Sachs
6
Goldman Sachs
New York
$92.3M +$4.62M +1,397,163 +6%
Morgan Stanley
7
Morgan Stanley
New York
$78.7M -$3.86M -1,168,293 -5%
Northern Trust
8
Northern Trust
Illinois
$59.2M -$386K -116,687 -0.7%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$53.6M -$7.82M -2,363,323 -14%
Bank of America
10
Bank of America
North Carolina
$48.5M +$5.25M +1,587,058 +14%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$43.4M +$2.21M +669,742 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$40.1M +$2.85M +863,347 +9%
BlackRock
13
BlackRock
New York
$34.8M +$3.76M +1,137,767 +14%
Millennium Management
14
Millennium Management
New York
$31.3M +$3.64M +1,100,359 +16%
American Century Companies
15
American Century Companies
Missouri
$26.8M +$1.32M +399,866 +6%
Wells Fargo
16
Wells Fargo
California
$25.7M +$2.1M +635,763 +10%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$23.7M +$1.99M +602,179 +11%
CGH
18
Crossmark Global Holdings
Texas
$18.5M +$62.1K +18,767 +0.4%
Raymond James Financial
19
Raymond James Financial
Florida
$16.6M +$735K +222,180 +5%
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$14.4M -$1.95M -589,825 -13%
CIBC World Market
21
CIBC World Market
Ontario, Canada
$13.7M -$122K -36,805 -1%
Balyasny Asset Management
22
Balyasny Asset Management
Illinois
$12.2M +$10.5M +3,178,753 +18,805%
JCM
23
Janney Capital Management
Pennsylvania
$12.1M -$5M -1,511,711 -32%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$9.34M +$5.07M +1,532,434 +168%
QCM
25
QRG Capital Management
Illinois
$9.13M +$60.3K +18,232 +0.8%