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Lakeland Financial Corp

243 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 102

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $796K

Holders
243
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$796K
Net Calls
Net Calls Change

Top Sellers

1 -$21.4M
2 -$19.9M
3 -$10.3M
4
BlackRock
BlackRock
New York
-$4.35M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PD
226
Point72 (DIFC)
United Arab Emirates
$1.73K
AGWCA
227
Annis Gardner Whiting Capital Advisors
Florida
$1.54K
TWD
228
True Wealth Design
Ohio
$1.54K
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.09K
FFA
230
Farther Finance Advisors
California
$835
CT
231
Clearstead Trust
Maine
$771
BIA
232
Bell Investment Advisors
California
$450
SS
233
Sunbelt Securities
Texas
$321
FFO
234
Fortitude Family Office
Arizona
$193
AWM
235
Abound Wealth Management
Tennessee
$193
JWA
236
JFS Wealth Advisors
Pennsylvania
$129
HIA
237
HFM Investment Advisors
New Jersey
$128
SIC
238
SJS Investment Consulting
Ohio
$65
RWM
239
Rialto Wealth Management
New York
$65
BHWM
240
Bay Harbor Wealth Management
Maryland
$64
TIM
241
Tortoise Investment Management
New York
$64
Marshall Wace
242
Marshall Wace
United Kingdom
FCM
243
FJ Capital Management
Virginia
Verition Fund Management
244
Verition Fund Management
Connecticut
TPSF
245
Texas Permanent School Fund
Texas
JAM
246
Jupiter Asset Management
United Kingdom
YIH
247
Y-Intercept (HK)
Hong Kong
M1FG
248
Mach-1 Financial Group
Arkansas
DS
249
DRW Securities
Illinois
ET
250
Entropy Technologies
New York