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Lloyds Banking Group

479 hedge funds and large institutions have $2.4B invested in Lloyds Banking Group in 2025 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 193 increasing their positions, 146 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

310% more call options, than puts

Call options by funds: $1.88M | Put options by funds: $459K

32% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 146

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

12% more capital invested

Capital invested by funds: $2.15B → $2.4B (+$250M)

0% more funds holding

Funds holding: 477479 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.46% less ownership

Funds ownership: 4%3.55% (-0.46%)

Holders
479
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
6.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
193
Reduced
146
Closed
44
Calls
$1.88M
Puts
$459K
Net Calls
+$1.42M
Net Calls Change
-$852K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$681M +$4.94M +1,129,641 +0.8%
MIP
2
Mondrian Investment Partners
United Kingdom
$285M +$274M +62,776,150 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$177M +$17.2M +3,940,139 +11%
Morgan Stanley
4
Morgan Stanley
New York
$116M +$3.58M +818,611 +3%
Goldman Sachs
5
Goldman Sachs
New York
$115M -$5.75M -1,314,800 -5%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$98.2M -$6.43M -1,470,776 -6%
Northern Trust
7
Northern Trust
Illinois
$64.8M +$2.37M +541,501 +4%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$64.1M +$2.72M +622,552 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$61.1M -$2.14M -488,706 -4%
BlackRock
10
BlackRock
New York
$51M +$3.92M +896,210 +9%
Bank of America
11
Bank of America
North Carolina
$44.9M -$1.67M -381,167 -4%
Millennium Management
12
Millennium Management
New York
$40M +$5.72M +1,309,359 +17%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$38.2M -$631K -144,461 -2%
American Century Companies
14
American Century Companies
Missouri
$36.8M +$5.71M +1,306,099 +19%
UBS Group
15
UBS Group
Switzerland
$30M +$10.1M +2,317,927 +54%
First Eagle Investment Management
16
First Eagle Investment Management
New York
$28.7M -$2.13M -487,908 -7%
Renaissance Technologies
17
Renaissance Technologies
New York
$23.5M -$26.2M -6,002,800 -54%
CGH
18
Crossmark Global Holdings
Texas
$23.1M +$926K +211,920 +4%
Wells Fargo
19
Wells Fargo
California
$19.4M -$201K -45,915 -1%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$15.7M -$271K -61,913 -2%
JCM
21
Janney Capital Management
Pennsylvania
$13.9M -$211K -48,326 -2%
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$13M +$609K +139,379 +5%
AssetMark Inc
23
AssetMark Inc
California
$12.5M +$3.18M +727,211 +36%
Raymond James Financial
24
Raymond James Financial
Florida
$10.4M +$1.92M +440,141 +24%
JP Morgan Chase
25
JP Morgan Chase
New York
$9.69M +$2.72M +622,061 +41%

LYG Hedge Fund Activity: Q3 2025 in Review

479 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2025, worth a combined $2.4B — up 12% from $2.15B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LYG positions and 44 closed out — a net gain of 9 holders — while 193 added to existing stakes and 146 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $17.2M. The largest seller was L1 Capital, exiting entirely with an estimated $136M sold.

  • 479 institutional investors held Lloyds Banking Group (LYG) as of Q3 2025, up from 477 in Q2 2025.
  • Funds reported $2.4B of Lloyds Banking Group stock for Q3 2025, up 12% quarter-over-quarter.
  • 53 funds opened new Lloyds Banking Group positions in Q3 2025 and 44 closed out, a net change of +9 holders.
  • The largest Lloyds Banking Group buyer in Q3 2025 was Fidelity Investments, an estimated $17.2M added.
  • The largest Lloyds Banking Group seller in Q3 2025 was L1 Capital, an estimated $136M sold.

Based on aggregated 13F filings for Q3 2025.