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Lakeland Financial Corp

235 hedge funds and large institutions have $1.2B invested in Lakeland Financial Corp in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $511K | Put options by funds: $258K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 227235 (+8)

1.27% more ownership

Funds ownership: 81.17%82.44% (+1.3%)

1% more capital invested

Capital invested by funds: $1.18B → $1.2B (+$12.5M)

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

Holders
235
Holders Change
+8
Holders Change %
+3.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
76
Reduced
89
Closed
18
Calls
$511K
Puts
$258K
Net Calls
+$253K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$203M -$1.46M -24,843 -0.7%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$124M +$22.4M +382,559 +21%
State Street
3
State Street
Massachusetts
$79.1M +$6.14M +104,659 +8%
VCM
4
Vanguard Capital Management
Pennsylvania
$63M +$64.4M +1,098,043 New
Charles Schwab
5
Charles Schwab
California
$49.9M -$10.6M -179,929 -17%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$38.6M -$2M -34,053 -5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$36.5M +$1.12M +19,034 +3%
SAM
8
Silvercrest Asset Management
New York
$36.5M -$5.21M -88,819 -12%
CCM
9
Copeland Capital Management
Pennsylvania
$34.8M -$546K -9,316 -2%
VPM
10
Vanguard Portfolio Management
Pennsylvania
$32.9M +$33.7M +573,728 New
NPIC
11
Neumeier Poma Investment Counsel
California
$27.4M -$239K -4,080 -0.8%
NIG
12
NFJ Investment Group
Texas
$26M +$234K +3,990 +0.9%
Two Sigma Investments
13
Two Sigma Investments
New York
$20.5M +$10.3M +175,760 +97%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$18.8M +$42.2K +720 +0.2%
Bank of America
15
Bank of America
North Carolina
$18.4M +$855K +14,584 +5%
Northern Trust
16
Northern Trust
Illinois
$18.3M -$649K -11,072 -3%
BTW
17
Boston Trust Walden
Massachusetts
$17.4M -$2.37M -40,377 -12%
Ameriprise
18
Ameriprise
Minnesota
$16.9M -$173K -2,943 -1%
Raymond James Financial
19
Raymond James Financial
Florida
$16.8M +$163K +2,772 +0.9%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$13.2M +$2.1M +35,844 +18%
Goldman Sachs
21
Goldman Sachs
New York
$12.9M -$1.56M -26,627 -11%
Morgan Stanley
22
Morgan Stanley
New York
$12.9M -$1.75M -29,845 -12%
TAM
23
Timucuan Asset Management
Florida
$12.1M +$625K +10,650 +5%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$11.7M -$183K -3,115 -2%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$11.2M +$1.27M +21,665 +12%