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Lakeland Financial Corp
LKFN

245 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, 69 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

4% more funds holding

Funds holding: 235 → 245 (+10)

3% more capital invested

Capital invested by funds: $1.32B → $1.36B (+$39.6M)

1.09% less ownership

Funds ownership: 84.16% → 83.08% (-1.1%)

32% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 102

100% less call options, than puts

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

Holders
245
Holders Change
+10
Holders Change %
+4.26%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
69
Reduced
102
Closed
19
Calls
–
Puts
$796K
Net Calls
-$796K
Net Calls Change
-$9K

Top Buyers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
+$24.4M
2
BTW
Boston Trust Walden
Massachusetts
+$24.2M
3
NIG
NFJ Investment Group
Texas
+$12.4M
4
Bank of America
Bank of America
North Carolina
+$8.5M
5
TI
TrueMark Investments
Illinois
+$5.06M

Top Sellers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
-$21.7M
2
Millennium Management
Millennium Management
New York
-$20.1M
3
Victory Capital Management
Victory Capital Management
Texas
-$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
ET
251
Entropy Technologies
New York
– -$264K -4,300 Closed
JF
252
Jump Financial
Illinois
– -$226K -3,670 Closed
MOACM
253
Mutual of America Capital Management
New York
– -$202K -3,283 Closed
ACM
254
Aster Capital Management
United Arab Emirates
– -$14.3K -233 Closed
GWM
255
Geneos Wealth Management
Colorado
– -$9.96K -162 Closed
BNP Paribas Asset Management
256
BNP Paribas Asset Management
France
– -$10K -155 Closed
BIG
257
Brooklyn Investment Group
New York
– -$2.83K -46 Closed
WA
258
Whipplewood Advisors
Colorado
– -$2.83K -46 Closed
KIG
259
Kessler Investment Group
Indiana
– -$1.11K -18 Closed
SC
260
Stephens Consulting
Michigan
– -$922 -15 Closed
MCM
261
MAI Capital Management
Ohio
– -$799 -13 Closed
TSMHT
262
Thurston Springer Miller Herd & Titak
Indiana
– -$491 -8 Closed
C
263
Covestor
United Kingdom
– -$195 -3 -30%
CCM
264
Cloud Capital Management
Washington
– +$195 +3 New
7 8 9 10
11

LKFN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2025, worth a combined $1.36B — up 3% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LKFN positions and 19 closed out — a net gain of 12 holders — while 69 added to existing stakes and 102 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $24.4M. The largest seller was First Trust Advisors, cutting an estimated $21.7M.

  • 245 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q3 2025, up 3% quarter-over-quarter.
  • 31 funds opened new Lakeland Financial Corp positions in Q3 2025 and 19 closed out, a net change of +12 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2025 was Neuberger Berman Group, an estimated $24.4M added.
  • The largest Lakeland Financial Corp seller in Q3 2025 was First Trust Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2025.