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Lakeland Financial Corp
LKFN

Overview Fund Activity

245 hedge funds and large institutions have $1.27B invested in Lakeland Financial Corp in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+14
Holders Change %
+6.06%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
81
Reduced
80
Closed
22
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$9.08M
2
Jane Street
Jane Street
New York
+$6.5M
3
CSS
Cubist Systematic Strategies
Connecticut
+$5.86M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.9M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.37M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$17.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$15.1M
3
First Trust Advisors
First Trust Advisors
Illinois
-$13.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.6M
5
SBH
Segall Bryant & Hamill
Illinois
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$1.66K -$8.38K -141 -83%
S
227
SignatureFD
Georgia
$1.61K – – –
KIG
228
Kessler Investment Group
Indiana
$1.07K – – –
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$1.01K -$59 -1 -6%
C
230
Covestor
United Kingdom
$1K -$100 -1 -9%
TWD
231
True Wealth Design
Ohio
$833 +$833 +14 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$476 – – –
TSMHT
233
Thurston Springer Miller Herd & Titak
Indiana
$475 +$475 +8 New
BIA
234
Bell Investment Advisors
California
$417 – – –
SC
235
Stephens Consulting
Michigan
$298 +$298 +5 New
HI
236
Horizon Investments
North Carolina
$294 +$294 +5 New
LFG
237
Larson Financial Group
Missouri
$238 +$119 +2 +100%
AWM
238
Abound Wealth Management
Tennessee
$179 – – –
IA
239
IFP Advisors
Florida
$178 – – –
BGAI
240
Bruce G. Allen Investments
Colorado
$178 – – –
GFPC
241
Global Financial Private Client
Florida
$178 +$119 +2 +200%
PCTC
242
Perkins Coie Trust Company
Washington
$178 +$178 +3 New
SIC
243
SJS Investment Consulting
Ohio
$119 – – –
FFA
244
Farther Finance Advisors
California
$59 -$59 -1 -50%
CIAM
245
Caitong International Asset Management
Hong Kong
$59 +$59 +1 New
Assenagon Asset Management
246
Assenagon Asset Management
Luxembourg
– -$10.6M -153,574 Closed
SBH
247
Segall Bryant & Hamill
Illinois
– -$7.55M -109,757 Closed
ADMI
248
Albert D. Mason Inc
Massachusetts
– -$1.56M -22,638 Closed
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$517K -7,524 Closed
AA
250
ALPS Advisors
Colorado
– -$371K -5,400 Closed
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