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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 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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$435K +$4.35K +75 +1%
CL
127
Choreo LLC
Illinois
$427K -$57.7K -994 -13%
A
128
AlphaQuest
New York
$415K -$840K -14,482 -68%
State Board of Administration of Florida Retirement System
129
State Board of Administration of Florida Retirement System
Florida
$409K
SG Americas Securities
130
SG Americas Securities
New York
$406K +$63.8K +1,099 +20%
COPPSERS
131
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$403K +$26.5K +457 +7%
Bessemer Group
132
Bessemer Group
New Jersey
$397K -$12.1K -209 -3%
II
133
Inspire Investing
Idaho
$389K +$31.9K +550 +10%
State of Tennessee, Department of Treasury
134
State of Tennessee, Department of Treasury
Tennessee
$384K
New York State Teachers Retirement System (NYSTRS)
135
New York State Teachers Retirement System (NYSTRS)
New York
$377K
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$371K
CI
137
CX Institutional
Indiana
$369K
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$359K
BFC
139
Bedel Financial Consulting
Indiana
$356K
PFSRSONJ
140
Police & Firemen's Retirement System of New Jersey
New Jersey
$354K +$27.6K +476 +9%
Bank of Montreal
141
Bank of Montreal
Ontario, Canada
$337K -$1.86K -32 -0.6%
GCP
142
GSA Capital Partners
United Kingdom
$314K -$450K -7,747 -60%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$310K +$48.2K +830 +20%
KK
144
KLP Kapitalforvaltning
Norway
$307K -$29K -500 -9%
M1FG
145
Mach-1 Financial Group
Arkansas
$306K +$289K +4,982 New
Teacher Retirement System of Texas
146
Teacher Retirement System of Texas
Texas
$305K +$64.7K +1,114 +29%
CCIA
147
Campbell & Co Investment Adviser
Maryland
$304K -$617K -10,629 -68%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$299K -$123K -2,117 -30%
Universal-Beteiligungs- und Servicegesellschaft
149
Universal-Beteiligungs- und Servicegesellschaft
Germany
$287K -$31.4K -541 -10%
DS
150
DRW Securities
Illinois
$274K +$259K +4,466 New

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.