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Lakeland Financial Corp
LKFN

244 hedge funds and large institutions have $1.27B invested in Lakeland Financial Corp in 2025 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 81 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 22

6% more funds holding

Funds holding: 231 → 244 (+13)

0% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 81

2.46% less ownership

Funds ownership: 84.81% → 82.35% (-2.5%)

14% less capital invested

Capital invested by funds: $1.49B → $1.27B (-$214M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
244
Holders Change
+13
Holders Change %
+5.63%
% of All Funds
3.27%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
36
Increased
81
Reduced
81
Closed
22
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$10M
2
Jane Street
Jane Street
New York
+$7.17M
3
CSS
Cubist Systematic Strategies
Connecticut
+$6.47M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.41M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.82M

Top Sellers

Rank Fund Capital Flow
1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$19.5M
2
Victory Capital Management
Victory Capital Management
Texas
-$16.6M
3
First Trust Advisors
First Trust Advisors
Illinois
-$15.2M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.6M
5
SBH
Segall Bryant & Hamill
Illinois
-$7.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$3.26M -$5.22M -79,650 -59%
Swiss National Bank
52
Swiss National Bank
Switzerland
$2.94M -$45.9K -700 -1%
UBS AM
53
UBS AM
Illinois
$2.9M +$649K +9,894 +25%
1SB
54
1ST Source Bank
Indiana
$2.9M – – –
DFCM
55
Dark Forest Capital Management
Puerto Rico
$2.79M +$2.11M +32,196 +219%
Citigroup
56
Citigroup
New York
$2.64M -$185K -2,826 -6%
RHCA
57
Rosenthal Henry Capital Advisors
Indiana
$2.6M -$147K -2,244 -5%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.55M +$1.92M +29,331 +216%
UBS Group
59
UBS Group
Switzerland
$2.51M +$182K +2,779 +7%
Barclays
60
Barclays
United Kingdom
$2.24M -$938K -14,304 -28%
SEI Investments
61
SEI Investments
Pennsylvania
$2.2M +$279K +4,248 +13%
BCC
62
Bridge City Capital
Oregon
$2.19M -$16.9K -258 -0.7%
Squarepoint
63
Squarepoint
New York
$2.11M +$1.37M +20,851 +143%
ECM
64
ExodusPoint Capital Management
New York
$2.03M +$2.24M +34,203 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$1.93M +$1.01M +15,404 +90%
Deutsche Bank
66
Deutsche Bank
Germany
$1.69M +$371K +5,651 +25%
AllianceBernstein
67
AllianceBernstein
Tennessee
$1.6M – – –
Balyasny Asset Management
68
Balyasny Asset Management
Illinois
$1.54M +$919K +14,017 +118%
NAAA
69
New Age Alpha Advisors
New York
$1.51M +$1.66M +25,381 New
TI
70
Trexquant Investment
Connecticut
$1.51M +$1.66M +25,356 New
HA
71
Heartland Advisors
Wisconsin
$1.5M +$190K +2,892 +13%
Prudential Financial
72
Prudential Financial
New Jersey
$1.48M -$57.6K -878 -3%
SSA
73
Schonfeld Strategic Advisors
New York
$1.46M +$1.13M +17,290 +240%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$1.37M -$44.7K -682 -3%
QT
75
Quantbot Technologies
New York
$1.3M +$1.21M +18,420 +544%
1 2
3
4 5

LKFN Hedge Fund Activity: Q1 2025 in Review

244 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2025, worth a combined $1.27B — down 14% from $1.49B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new LKFN positions and 22 closed out — a net gain of 14 holders — while 81 added to existing stakes and 81 trimmed.

The largest buyer was Millennium Management, adding an estimated $10M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $19.5M.

  • 244 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2025, up from 231 in Q4 2024.
  • Funds reported $1.27B of Lakeland Financial Corp stock for Q1 2025, down 14% quarter-over-quarter.
  • 36 funds opened new Lakeland Financial Corp positions in Q1 2025 and 22 closed out, a net change of +14 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2025 was Millennium Management, an estimated $10M added.
  • The largest Lakeland Financial Corp seller in Q1 2025 was Kayne Anderson Rudnick Investment Management, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2025.