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Lloyds Banking Group

477 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, 153 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

237% more call options, than puts

Call options by funds: $3.23M | Put options by funds: $958K

73% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 49

16% more repeat investments, than reductions

Existing positions increased: 177 | Existing positions reduced: 153

5% more funds holding

Funds holding: 453477 (+24)

5% more capital invested

Capital invested by funds: $2.05B → $2.15B (+$104M)

3.12% more ownership

Funds ownership: 0.89%4% (+3.1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
477
Holders Change
+24
Holders Change %
+5.3%
% of All Funds
6.28%
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
153
Closed
49
Calls
$3.23M
Puts
$958K
Net Calls
+$2.27M
Net Calls Change
+$1.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$633M +$66.4M +16,705,846 +13%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$149M +$13.1M +3,284,919 +10%
LC
3
L1 Capital
Australia
$136M +$513M +129,076,191 New
Goldman Sachs
4
Goldman Sachs
New York
$114M +$10.3M +2,594,220 +11%
Morgan Stanley
5
Morgan Stanley
New York
$105M +$16.1M +4,054,888 +20%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$98.2M -$40.8M -10,274,883 -31%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$59.2M -$416K -104,567 -0.7%
Northern Trust
8
Northern Trust
Illinois
$58.4M -$6.96M -1,749,867 -11%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$57.4M +$1.76M +441,684 +3%
Renaissance Technologies
10
Renaissance Technologies
New York
$47.5M +$40.4M +10,155,900 +999%
BlackRock
11
BlackRock
New York
$43.9M +$4.88M +1,228,883 +13%
Bank of America
12
Bank of America
North Carolina
$43.6M -$9.69M -2,437,349 -19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$36.3M -$7.72M -1,943,308 -19%
Millennium Management
14
Millennium Management
New York
$31.9M -$2.75M -692,979 -8%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$29M +$2.43M +612,523 +10%
American Century Companies
16
American Century Companies
Missouri
$28.9M -$817K -205,597 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$22.3M +$19.7M +4,950,138 +1,649%
CGH
18
Crossmark Global Holdings
Texas
$20.7M +$142K +35,716 +0.7%
Wells Fargo
19
Wells Fargo
California
$18.4M -$9.56M -2,404,946 -36%
UBS Group
20
UBS Group
Switzerland
$18.3M +$12.1M +3,052,557 +245%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$15.4M +$4.66M +1,173,565 +48%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$15M -$206K -51,862 -1%
JCM
23
Janney Capital Management
Pennsylvania
$13.2M -$232K -58,331 -2%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$11.6M -$4.22M -1,061,664 -28%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$10.9M +$10.2M +2,568,800 New

LYG Hedge Fund Activity: Q2 2025 in Review

477 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2025, worth a combined $2.15B — up 5.1% from $2.05B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new LYG positions and 49 closed out — a net gain of 36 holders — while 177 added to existing stakes and 153 trimmed.

The largest buyer was L1 Capital, opening a new position worth an estimated $513M. The largest seller was ClearBridge Investments, cutting an estimated $96.3M.

  • 477 institutional investors held Lloyds Banking Group (LYG) as of Q2 2025, up from 453 in Q1 2025.
  • Funds reported $2.15B of Lloyds Banking Group stock for Q2 2025, up 5.1% quarter-over-quarter.
  • 85 funds opened new Lloyds Banking Group positions in Q2 2025 and 49 closed out, a net change of +36 holders.
  • The largest Lloyds Banking Group buyer in Q2 2025 was L1 Capital, an estimated $513M added.
  • The largest Lloyds Banking Group seller in Q2 2025 was ClearBridge Investments, an estimated $96.3M sold.

Based on aggregated 13F filings for Q2 2025.