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Lakeland Financial Corp

235 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 82.35%84.16% (+1.8%)

4% more capital invested

Capital invested by funds: $1.27B → $1.32B (+$48.4M)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

4% less funds holding

Funds holding: 244235 (-9)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $787K

Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
88
Reduced
85
Closed
29
Calls
Puts
$787K
Net Calls
-$787K
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
TSMHT
226
Thurston Springer Miller Herd & Titak
Indiana
$491
BIA
227
Bell Investment Advisors
California
$431
AWM
228
Abound Wealth Management
Tennessee
$185
LFG
229
Larson Financial Group
Missouri
$184 -$58 -1 -25%
FFO
230
Fortitude Family Office
Arizona
$184 +$174 +3 New
JWA
231
JFS Wealth Advisors
Pennsylvania
$123 -$348 -6 -75%
FFA
232
Farther Finance Advisors
California
$123 +$58 +1 +100%
SIC
233
SJS Investment Consulting
Ohio
$62 -$58 -1 -50%
RWM
234
Rialto Wealth Management
New York
$62 +$58 +1 New
BHWM
235
Bay Harbor Wealth Management
Maryland
$61 +$58 +1 New
Natixis Advisors
236
Natixis Advisors
Massachusetts
-$5.34M -89,775 Closed
Tudor Investment Corp
237
Tudor Investment Corp
Connecticut
-$1.17M -19,739 Closed
CF
238
Corebridge Financial
Texas
-$773K -13,013 Closed
CAU
239
Caxton Associates (UK)
-$773K -13,011 Closed
HF
240
HRT Financial
New York
-$746K -12,559 Closed
GCM
241
Graham Capital Management
Connecticut
-$700K -11,776 Closed
Allianz Asset Management
242
Allianz Asset Management
Germany
-$624K -10,500 Closed
Amundi
243
Amundi
France
-$576K -10,344 Closed
MF
244
Magnetar Financial
Illinois
-$456K -7,678 Closed
Corient Private Wealth
245
Corient Private Wealth
Florida
-$430K -7,231 Closed
DC
246
Davenport & Co
Virginia
-$403K -6,773 Closed
SCM
247
Semanteon Capital Management
Massachusetts
-$343K -5,768 Closed
CWM
248
CIBC World Markets
New York
-$328K -5,521 Closed
OQS
249
Occudo Quantitative Strategies
Florida
-$284K -4,713 Closed
EC
250
EntryPoint Capital
New York
-$234K -3,929 Closed

LKFN Hedge Fund Activity: Q2 2025 in Review

235 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2025, worth a combined $1.32B — up 3.8% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LKFN and 20 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 88 added.

The largest buyer was First Trust Advisors, adding an estimated $17.8M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $13.9M.

  • 235 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2025, down from 244 in Q1 2025.
  • Funds reported $1.32B of Lakeland Financial Corp stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 20 funds opened new Lakeland Financial Corp positions in Q2 2025 and 29 closed out, a net change of -9 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2025 was First Trust Advisors, an estimated $17.8M added.
  • The largest Lakeland Financial Corp seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.