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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
WSFG
226
Wall Street Financial Group
Illinois
$459 +$469 +8 New
TWD
227
True Wealth Design
Ohio
$345 -$235 -4 -40%
BGAI
228
Bruce G. Allen Investments
Colorado
$287
JWA
229
JFS Wealth Advisors
Pennsylvania
$230 -$352 -6 -60%
GWM
230
Gilpin Wealth Management
Colorado
$230 +$176 +3 +300%
AWM
231
Abound Wealth Management
Tennessee
$173
FFO
232
Fortitude Family Office
Arizona
$172 +$59 +1 +50%
SS
233
Sunbelt Securities
Texas
$115 +$117 +2 New
RWM
234
Rialto Wealth Management
New York
$58 -$117 -2 -67%
SIC
235
SJS Investment Consulting
Ohio
$58
Two Sigma Advisers
236
Two Sigma Advisers
New York
-$4.7M -82,400 Closed
Allspring Global Investments
237
Allspring Global Investments
North Carolina
-$2.39M -41,856 Closed
Assenagon Asset Management
238
Assenagon Asset Management
Luxembourg
-$2.25M -39,447 Closed
A
239
AlphaQuest
New York
-$1.86M -32,545 Closed
Verition Fund Management
240
Verition Fund Management
Connecticut
-$1.3M -22,709 Closed
SCA
241
Sippican Capital Advisors
Massachusetts
-$979K -17,164 Closed
EMPI
242
Elo Mutual Pension Insurance
Finland
-$760K -13,328 Closed
HSBC Holdings
243
HSBC Holdings
United Kingdom
-$654K -11,505 Closed
EGM
244
Engineers Gate Manager
New York
-$573K -10,040 Closed
ACM
245
Aquatic Capital Management
Illinois
-$489K -8,577 Closed
BHCM
246
Brevan Howard Capital Management
Jersey
-$313K -5,487 Closed
IFU
247
iSAM Funds (UK)
United Kingdom
-$298K -5,220 Closed
JF
248
Jump Financial
Illinois
-$215K -3,771 Closed
CIAS
249
CBIZ Investment Advisory Services
Ohio
-$25.8K -452 Closed
BNP Paribas Asset Management
250
BNP Paribas Asset Management
France
-$8K -143 Closed