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Lakeland Financial Corp
LKFN

Overview Fund Activity

233 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, 87 increasing their positions, 85 reducing their positions, and 29 closing their positions.

Holders
233
Holders Change
-12
Holders Change %
-4.9%
% of All Funds
3.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
87
Reduced
85
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$23.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$92.9M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
NIG
4
NFJ Investment Group
Texas
$17.4M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$6.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$106K
2
Victory Capital Management
2
Victory Capital Management
Texas
$56.3M
3
Northern Trust
3
Northern Trust
Illinois
$21.9M
4
BlackRock
4
BlackRock
New York
$221M
5
Jane Street
5
Jane Street
New York
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$274K 4,462 – –
ET
152
Entropy Technologies
New York
$264K 4,300 +4,300 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$254K 4,138 +3,507 +556%
EGM
154
Engineers Gate Manager
New York
$254K 4,130 +4,130 New
MWM
155
MGB Wealth Management
Texas
$247K 4,027 – –
SC
156
Sapient Capital
Indiana
$243K 3,950 – –
AWA
157
Arkadios Wealth Advisors
Georgia
$243K 3,947 +5 +0.1%
PCS
158
Personal CFO Solutions
New Jersey
$243K 3,947 -206 -5%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$240K 3,902 – –
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$236K 3,843 – –
JF
161
Jump Financial
Illinois
$226K 3,670 +3,670 New
FMC
162
First Merchants Corp
Indiana
$215K 3,500 – –
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$202K 3,279 +3,279 New
MOACM
164
Mutual of America Capital Management
New York
$202K 3,283 -432 -12%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$165K 2,684 -272 -9%
AIP
166
Ameritas Investment Partners
Nebraska
$161K 2,617 +148 +6%
SOW
167
State of Wyoming
Wyoming
$143K 2,322 -2,201 -49%
Jones Financial Companies
168
Jones Financial Companies
Missouri
$139K 2,268 +268 +13%
US Bancorp
169
US Bancorp
Minnesota
$131K 2,124 -68 -3%
HI
170
Harbour Investments
Wisconsin
$122K 1,991 +1 +0.1%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$106K 1,728 -239,711 -99%
KBC Group
172
KBC Group
Belgium
$61K 998 -599 -38%
FHA
173
First Horizon Advisors
Tennessee
$56.8K 925 +28 +3%
GI
174
GAMMA Investing
California
$56.7K 923 -162 -15%
EWA
175
EverSource Wealth Advisors
Alabama
$38.7K 630 +582 +1,213%
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