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Lakeland Financial Corp

240 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 102

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $796K

Holders
240
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
$796K
Net Calls
Net Calls Change

Top Sellers

1 -$21.4M
2 -$19.9M
3 -$10.3M
4
BlackRock
BlackRock
New York
-$4.35M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
151
MGB Wealth Management
Texas
$259K
SC
152
Sapient Capital
Indiana
$257K
Mariner
153
Mariner
Kansas
$255K
AWA
154
Arkadios Wealth Advisors
Georgia
$254K
Public Employees Retirement Association of Colorado
155
Public Employees Retirement Association of Colorado
Colorado
$251K
Pictet Asset Management
156
Pictet Asset Management
Switzerland
$247K
VI
157
Versor Investments
New York
$244K
MSRPS
158
Maryland State Retirement & Pension System
Maryland
$236K
FMC
159
First Merchants Corp
Indiana
$225K
Commonwealth Equity Services
160
Commonwealth Equity Services
Massachusetts
$214K
Los Angeles Capital Management
161
Los Angeles Capital Management
California
$213K
ACM
162
Aquatic Capital Management
Illinois
$213K
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$201K
PNC Financial Services Group
164
PNC Financial Services Group
Pennsylvania
$172K
Jones Financial Companies
165
Jones Financial Companies
Missouri
$147K
US Bancorp
166
US Bancorp
Minnesota
$142K
AIP
167
Ameritas Investment Partners
Nebraska
$135K
SOW
168
State of Wyoming
Wyoming
$134K
HI
169
Harbour Investments
Wisconsin
$128K
GI
170
GAMMA Investing
California
$107K
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$64.6K
PAS
172
Point72 Asia (Singapore)
Singapore
$60.9K
TRCT
173
Tower Research Capital (TRC)
New York
$56K
SCM
174
Sterling Capital Management
North Carolina
$51.9K
EWA
175
EverSource Wealth Advisors
Alabama
$41.5K