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Lakeland Financial Corp

244 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 19 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
244
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 -$21.7M
2 -$20.1M
3 -$10.4M
4
BlackRock
BlackRock
New York
-$4.39M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
226
MPWM Advisory Solutions
Georgia
$1.86K
PD
227
Point72 (DIFC)
United Arab Emirates
$1.73K
AGWCA
228
Annis Gardner Whiting Capital Advisors
Florida
$1.54K
TWD
229
True Wealth Design
Ohio
$1.54K
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$1.09K
FFA
231
Farther Finance Advisors
California
$835
CT
232
Clearstead Trust
Maine
$771
BIA
233
Bell Investment Advisors
California
$450
SS
234
Sunbelt Securities
Texas
$321
AWM
235
Abound Wealth Management
Tennessee
$193
FFO
236
Fortitude Family Office
Arizona
$193
JWA
237
JFS Wealth Advisors
Pennsylvania
$129
HIA
238
HFM Investment Advisors
New Jersey
$128
RWM
239
Rialto Wealth Management
New York
$65
SIC
240
SJS Investment Consulting
Ohio
$65
BHWM
241
Bay Harbor Wealth Management
Maryland
$64
TIM
242
Tortoise Investment Management
New York
$64
Marshall Wace
243
Marshall Wace
United Kingdom
FCM
244
FJ Capital Management
Virginia
Verition Fund Management
245
Verition Fund Management
Connecticut
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