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Lakeland Financial Corp

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: 231244 (+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: 20 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
126
HighTower Advisors
Illinois
$478K -$72.8K -1,110 -12%
CL
127
Choreo LLC
Illinois
$472K -$5.64K -86 -1%
AAS
128
Avantax Advisory Services
Texas
$458K +$26.7K +407 +6%
MF
129
Magnetar Financial
Illinois
$456K +$503K +7,678 New
MSRPS
130
Maryland State Retirement & Pension System
Maryland
$443K -$76.1K -1,161 -13%
ASRS
131
Arizona State Retirement System
Arizona
$434K -$6.82K -104 -1%
AB
132
Amalgamated Bank
New York
$433K -$13.1K -200 -3%
Corient Private Wealth
133
Corient Private Wealth
Florida
$430K -$24.1K -368 -5%
VOYA Investment Management
134
VOYA Investment Management
Georgia
$416K -$46.6K -711 -9%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$415K
Verition Fund Management
136
Verition Fund Management
Connecticut
$413K -$35.3K -539 -7%
DC
137
Davenport & Co
Virginia
$403K -$3.21K -49 -0.7%
Bessemer Group
138
Bessemer Group
New Jersey
$397K +$8.92K +136 +2%
State Board of Administration of Florida Retirement System
139
State Board of Administration of Florida Retirement System
Florida
$395K
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$372K
New York State Teachers Retirement System (NYSTRS)
141
New York State Teachers Retirement System (NYSTRS)
New York
$365K
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$363K +$43.3K +660 +12%
Handelsbanken Fonder
143
Handelsbanken Fonder
Sweden
$358K
CI
144
CX Institutional
Indiana
$357K
ProShare Advisors
145
ProShare Advisors
Maryland
$349K -$107K -1,637 -22%
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$347K -$13.1K -200 -3%
BFC
147
Bedel Financial Consulting
Indiana
$345K
II
148
Inspire Investing
Idaho
$343K -$4.13K -63 -1%
SCM
149
Semanteon Capital Management
Massachusetts
$343K +$378K +5,768 New
CWM
150
CIBC World Markets
New York
$328K +$362K +5,521 New

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.