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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
Los Angeles Capital Management
151
Los Angeles Capital Management
California
$274K
ET
152
Entropy Technologies
New York
$264K +$250K +4,300 New
Carson Wealth (CWM LLC)
153
Carson Wealth (CWM LLC)
Nebraska
$254K +$204K +3,507 +556%
EGM
154
Engineers Gate Manager
New York
$254K +$240K +4,130 New
MWM
155
MGB Wealth Management
Texas
$247K
SC
156
Sapient Capital
Indiana
$243K
AWA
157
Arkadios Wealth Advisors
Georgia
$243K +$290 +5 +0.1%
PCS
158
Personal CFO Solutions
New Jersey
$243K -$12K -206 -5%
Public Employees Retirement Association of Colorado
159
Public Employees Retirement Association of Colorado
Colorado
$240K
Pictet Asset Management
160
Pictet Asset Management
Switzerland
$236K
JF
161
Jump Financial
Illinois
$226K +$213K +3,670 New
FMC
162
First Merchants Corp
Indiana
$215K
Commonwealth Equity Services
163
Commonwealth Equity Services
Massachusetts
$202K +$190K +3,279 New
MOACM
164
Mutual of America Capital Management
New York
$202K -$25.1K -432 -12%
PNC Financial Services Group
165
PNC Financial Services Group
Pennsylvania
$165K -$15.8K -272 -9%
AIP
166
Ameritas Investment Partners
Nebraska
$161K +$8.59K +148 +6%
SOW
167
State of Wyoming
Wyoming
$143K -$128K -2,201 -49%
Jones Financial Companies
168
Jones Financial Companies
Missouri
$139K +$15.6K +268 +13%
US Bancorp
169
US Bancorp
Minnesota
$131K -$3.95K -68 -3%
HI
170
Harbour Investments
Wisconsin
$122K +$58 +1 +0.1%
Kayne Anderson Rudnick Investment Management
171
Kayne Anderson Rudnick Investment Management
California
$106K -$13.9M -239,711 -99%
KBC Group
172
KBC Group
Belgium
$61K -$34.8K -599 -38%
FHA
173
First Horizon Advisors
Tennessee
$56.8K +$1.63K +28 +3%
GI
174
GAMMA Investing
California
$56.7K -$9.4K -162 -15%
EWA
175
EverSource Wealth Advisors
Alabama
$38.7K +$33.8K +582 +1,213%

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.