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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 19 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $787K

Holders
235
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$787K
Net Calls
Net Calls Change

Top Buyers

1 +$18.9M
2 +$15.9M
3 +$8.85M
4
NIG
NFJ Investment Group
Texas
+$8.11M
5
ProShare Advisors
ProShare Advisors
Maryland
+$6.13M

Top Sellers

1 -$14.7M
2 -$10.8M
3 -$7.4M
4
BlackRock
BlackRock
New York
-$6.1M
5
Jane Street
Jane Street
New York
-$5.95M
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
FMWA
103
Forvis Mazars Wealth Advisors
Missouri
$726K
ACM
104
Aquatic Capital Management
Illinois
$712K
TPSF
105
Texas Permanent School Fund
Texas
$709K
SFS
106
Security Financial Services
Indiana
$705K
FFA
107
Fi3 Financial Advisors
Indiana
$690K
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$648K
SAM
109
Smartleaf Asset Management
Massachusetts
$611K
IIM
110
INTECH Investment Management
Florida
$602K
JAM
111
Jupiter Asset Management
United Kingdom
$597K
YCM
112
Yousif Capital Management
Michigan
$587K
PFA
113
Pathway Financial Advisers
Indiana
$576K
LCM
114
Legato Capital Management
California
$575K
IC
115
IEQ Capital
California
$555K
Point72 Asset Management
116
Point72 Asset Management
Connecticut
$544K
SCA
117
Snowden Capital Advisors
New York
$534K
HighTower Advisors
118
HighTower Advisors
Illinois
$528K
YIH
119
Y-Intercept (HK)
Hong Kong
$498K
KeyBank National Association
120
KeyBank National Association
Ohio
$476K
ASRS
121
Arizona State Retirement System
Arizona
$466K
TRSOTSOK
122
Teachers Retirement System of the State of Kentucky
Kentucky
$465K
MSRPS
123
Maryland State Retirement & Pension System
Maryland
$458K
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$457K
AB
125
Amalgamated Bank
New York
$447K