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Lakeland Financial Corp

225 hedge funds and large institutions have $1.18B invested in Lakeland Financial Corp in 2025 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 68 increasing their positions, 104 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

41% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $245K

Holders
225
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
$245K
Net Calls
Net Calls Change

Top Buyers

1 +$5.64M
2 +$5.64M
3 +$4.78M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.26M
5
Morgan Stanley
Morgan Stanley
New York
+$4.23M

Top Sellers

1 -$44.7M
2 -$8.04M
3 -$6.29M
4
TI
TrueMark Investments
Illinois
-$5.99M
5
State Street
State Street
Massachusetts
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
126
Bessemer Group
New Jersey
$374K
PFSRSONJ
127
Police & Firemen's Retirement System of New Jersey
New Jersey
$369K
TRSOTSOK
128
Teachers Retirement System of the State of Kentucky
Kentucky
$366K
COPPSERS
129
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$361K
New York State Teachers Retirement System (NYSTRS)
130
New York State Teachers Retirement System (NYSTRS)
New York
$350K
State of Tennessee, Department of Treasury
131
State of Tennessee, Department of Treasury
Tennessee
$345K
CI
132
CX Institutional
Indiana
$345K
Handelsbanken Fonder
133
Handelsbanken Fonder
Sweden
$344K
OPERF
134
Oregon Public Employees Retirement Fund
Oregon
$333K
QCM
135
Quantinno Capital Management
New York
$324K
KK
136
KLP Kapitalforvaltning
Norway
$314K
BHCM
137
Brevan Howard Capital Management
Jersey
$313K
IFU
138
iSAM Funds (UK)
United Kingdom
$298K
HF
139
HRT Financial
New York
$280K
LCM
140
Legato Capital Management
California
$277K
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$277K
VOYA Investment Management
142
VOYA Investment Management
Georgia
$273K
Universal-Beteiligungs- und Servicegesellschaft
143
Universal-Beteiligungs- und Servicegesellschaft
Germany
$271K
SSA
144
Schonfeld Strategic Advisors
New York
$269K
CAPTRUST Financial Advisors
145
CAPTRUST Financial Advisors
North Carolina
$263K
AWA
146
Arkadios Wealth Advisors
Georgia
$256K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$251K
SFS
148
Security Financial Services
Indiana
$241K
Victory Capital Management
149
Victory Capital Management
Texas
$229K
Canada Pension Plan Investment Board
150
Canada Pension Plan Investment Board
Ontario, Canada
$228K