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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
Stifel Financial
51
Stifel Financial
Missouri
$3M -$146K -2,250 -5%
UBS AM
52
UBS AM
Illinois
$2.87M -$1.75M -26,928 -38%
SEI Investments
53
SEI Investments
Pennsylvania
$2.78M +$138K +2,129 +5%
RHCA
54
Rosenthal Henry Capital Advisors
Indiana
$2.75M -$8.5K -131 -0.3%
Two Sigma Advisers
55
Two Sigma Advisers
New York
$2.5M -$643K -9,900 -20%
DFCM
56
Dark Forest Capital Management
Puerto Rico
$2.48M +$323K +4,975 +15%
CSS
57
Cubist Systematic Strategies
Connecticut
$2.41M -$2.57M -39,533 -51%
Barclays
58
Barclays
United Kingdom
$2.4M -$1.45M -22,285 -37%
Squarepoint
59
Squarepoint
New York
$2.38M -$1.03M -15,845 -30%
BCC
60
Bridge City Capital
Oregon
$2.29M -$38.1K -587 -2%
Millennium Management
61
Millennium Management
New York
$2.13M -$20.1M -310,230 -90%
Citadel Advisors
62
Citadel Advisors
Florida
$1.96M -$3.82M -58,921 -66%
Citigroup
63
Citigroup
New York
$1.78M -$848K -13,070 -32%
AllianceBernstein
64
AllianceBernstein
Tennessee
$1.73M – – –
Rafferty Asset Management
65
Rafferty Asset Management
New York
$1.71M -$45.5K -701 -3%
T. Rowe Price Associates
66
T. Rowe Price Associates
Maryland
$1.69M +$206K +3,167 +14%
Prudential Financial
67
Prudential Financial
New Jersey
$1.65M -$64.9K -1,000 -4%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$1.63M +$475K +7,325 +40%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$1.56M -$22.1K -341 -1%
TI
70
Trexquant Investment
Connecticut
$1.53M -$1.01M -15,549 -39%
NAAA
71
New Age Alpha Advisors
New York
$1.53M -$40.1K -618 -3%
Mirae Asset Global Investments
72
Mirae Asset Global Investments
South Korea
$1.53M +$36K +555 +2%
Allspring Global Investments
73
Allspring Global Investments
North Carolina
$1.52M +$1.54M +23,726 New
SCA
74
Sippican Capital Advisors
Massachusetts
$1.52M -$3.9K -60 -0.3%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.51M +$65 +1 +0%
1 2
3
4 5

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.