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Lloyds Banking Group

512 hedge funds and large institutions have $2.69B invested in Lloyds Banking Group in 2025 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 211 increasing their positions, 122 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

278% more call options, than puts

Call options by funds: $5.42M | Put options by funds: $1.44M

112% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 43

73% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 122

12% more capital invested

Capital invested by funds: $2.4B → $2.69B (+$289M)

7% more funds holding

Funds holding: 478512 (+34)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.1% less ownership

Funds ownership: 3.55%3.44% (-0.1%)

Holders
512
Holders Change
+34
Holders Change %
+7.11%
% of All Funds
6.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
91
Increased
211
Reduced
122
Closed
43
Calls
$5.42M
Puts
$1.44M
Net Calls
+$3.99M
Net Calls Change
+$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$802M +$6.3M +1,300,718 +0.9%
MIP
2
Mondrian Investment Partners
United Kingdom
$297M -$32.9M -6,789,708 -11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$231M +$22.1M +4,568,467 +12%
Goldman Sachs
4
Goldman Sachs
New York
$131M -$3.78M -781,237 -3%
Morgan Stanley
5
Morgan Stanley
New York
$126M -$8.61M -1,777,282 -7%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$86.5M -$25.7M -5,300,015 -25%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$78.5M +$3.26M +673,473 +5%
Northern Trust
8
Northern Trust
Illinois
$76.8M +$1.04M +215,695 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$69M -$2.1M -434,307 -3%
BlackRock
10
BlackRock
New York
$56.3M -$2.99M -618,277 -6%
American Century Companies
11
American Century Companies
Missouri
$48.2M +$4.75M +981,713 +12%
Bank of America
12
Bank of America
North Carolina
$47.9M -$4.08M -843,137 -9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$39.7M -$4.46M -921,858 -11%
First Eagle Investment Management
14
First Eagle Investment Management
New York
$36.9M +$3.11M +642,848 +10%
CGH
15
Crossmark Global Holdings
Texas
$26.1M -$743K -153,459 -3%
Wells Fargo
16
Wells Fargo
California
$20.2M -$2.25M -464,442 -11%
Millennium Management
17
Millennium Management
New York
$19M -$25.4M -5,238,601 -59%
AssetMark Inc
18
AssetMark Inc
California
$18.1M +$3.2M +660,256 +24%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$16.2M +$953K +196,875 +7%
JCM
20
Janney Capital Management
Pennsylvania
$15.9M -$320K -66,069 -2%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$15.6M +$13.2M +2,736,293 +1,333%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$12.9M -$5.03M -1,039,864 -30%
AQR Capital Management
23
AQR Capital Management
Connecticut
$12.8M +$3.17M +654,579 +37%
Jane Street
24
Jane Street
New York
$12.6M +$6.87M +1,418,381 +147%
Raymond James Financial
25
Raymond James Financial
Florida
$12.6M +$428K +88,309 +4%