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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$8.48M +$138K +2,385 +2%
ACA
27
Aptus Capital Advisors
Alabama
$8.16M +$692K +11,920 +10%
American Century Companies
28
American Century Companies
Missouri
$8.04M +$19.5K +336 +0.3%
Two Sigma Investments
29
Two Sigma Investments
New York
$8.02M +$3.66M +63,060 +94%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$7.99M -$2.96M -51,042 -28%
Principal Financial Group
31
Principal Financial Group
Iowa
$7.79M -$15K -258 -0.2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$7.12M +$2.07M +35,610 +44%
Wells Fargo
33
Wells Fargo
California
$6.6M -$1.92M -33,104 -24%
ProShare Advisors
34
ProShare Advisors
Maryland
$6.49M +$5.79M +99,791 +1,699%
Voloridge Investment Management
35
Voloridge Investment Management
Florida
$6.38M +$753K +12,979 +14%
AQR Capital Management
36
AQR Capital Management
Connecticut
$5.88M +$3.67M +63,313 +195%
Citadel Advisors
37
Citadel Advisors
Florida
$5.5M +$156K +2,681 +3%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.35M +$358K +6,171 +8%
N
39
Nuveen
North Carolina
$5.28M +$303K +5,226 +6%
Invesco
40
Invesco
Georgia
$5.11M -$721K -12,422 -13%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$5M +$95.3K +1,642 +2%
CSS
42
Cubist Systematic Strategies
Connecticut
$4.74M -$2.09M -36,012 -32%
UBS AM
43
UBS AM
Illinois
$4.4M +$1.32M +22,752 +47%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.33M +$39.2K +676 +1%
Renaissance Technologies
45
Renaissance Technologies
New York
$4.32M -$702K -12,100 -15%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$4.19M +$370K +6,379 +10%
JP Morgan Chase
47
JP Morgan Chase
New York
$4.11M +$695K +11,973 +22%
Marshall Wace
48
Marshall Wace
United Kingdom
$4.06M -$428K -7,371 -10%
UBS Group
49
UBS Group
Switzerland
$3.85M +$1.18M +20,416 +48%
Barclays
50
Barclays
United Kingdom
$3.67M +$1.28M +22,029 +58%

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.