We are live on ! Find out more
LKFN icon

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
Janus Henderson Group
101
Janus Henderson Group
United Kingdom
$753K
LSERS
102
Louisiana State Employees Retirement System
Louisiana
$731K -$5.8K -100 -0.8%
FMWA
103
Forvis Mazars Wealth Advisors
Missouri
$726K
ACM
104
Aquatic Capital Management
Illinois
$712K -$51.6K -889 -7%
SFS
105
Security Financial Services
Indiana
$705K
FFA
106
Fi3 Financial Advisors
Indiana
$690K +$13K +224 +2%
Ensign Peak Advisors
107
Ensign Peak Advisors
Utah
$648K -$142K -2,450 -19%
SAM
108
Smartleaf Asset Management
Massachusetts
$611K +$16.9K +292 +3%
IIM
109
INTECH Investment Management
Florida
$602K -$230K -3,956 -29%
JAM
110
Jupiter Asset Management
United Kingdom
$597K +$564K +9,722 New
YCM
111
Yousif Capital Management
Michigan
$587K +$1.04K +18 +0.2%
PFA
112
Pathway Financial Advisers
Indiana
$576K
LCM
113
Legato Capital Management
California
$575K
IC
114
IEQ Capital
California
$555K +$524K +9,031 New
Point72 Asset Management
115
Point72 Asset Management
Connecticut
$544K +$10.7K +185 +2%
SCA
116
Snowden Capital Advisors
New York
$534K +$20.5K +354 +4%
HighTower Advisors
117
HighTower Advisors
Illinois
$528K +$31.9K +549 +7%
YIH
118
Y-Intercept (HK)
Hong Kong
$498K -$338K -5,818 -42%
KeyBank National Association
119
KeyBank National Association
Ohio
$476K -$110K -1,887 -20%
ASRS
120
Arizona State Retirement System
Arizona
$466K +$16.4K +283 +4%
TRSOTSOK
121
Teachers Retirement System of the State of Kentucky
Kentucky
$465K -$31.1K -536 -7%
MSRPS
122
Maryland State Retirement & Pension System
Maryland
$458K
OSAM
123
O'Shaughnessy Asset Management
Connecticut
$457K +$201K +3,467 +87%
AB
124
Amalgamated Bank
New York
$447K
AAS
125
Avantax Advisory Services
Texas
$436K -$35.3K -608 -8%

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.