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Lakeland Financial Corp

226 hedge funds and large institutions have $1.18B invested in Lakeland Financial Corp in 2025 Q4 according to their latest regulatory filings, with 20 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:

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

100% less call options, than puts

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

Holders
226
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
Canada Pension Plan Investment Board
151
Canada Pension Plan Investment Board
Ontario, Canada
$228K
SC
152
Sapient Capital
Indiana
$227K
Public Employees Retirement Association of Colorado
153
Public Employees Retirement Association of Colorado
Colorado
$223K
Pictet Asset Management
154
Pictet Asset Management
Switzerland
$219K
JF
155
Jump Financial
Illinois
$215K
PCS
156
Personal CFO Solutions
New Jersey
$215K
MSRPS
157
Maryland State Retirement & Pension System
Maryland
$213K
Los Angeles Capital Management
158
Los Angeles Capital Management
California
$190K
TRCT
159
Tower Research Capital (TRC)
New York
$148K
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$148K
SOW
161
State of Wyoming
Wyoming
$139K
Ensign Peak Advisors
162
Ensign Peak Advisors
Utah
$122K
US Bancorp
163
US Bancorp
Minnesota
$122K
Jones Financial Companies
164
Jones Financial Companies
Missouri
$120K
AIP
165
Ameritas Investment Partners
Nebraska
$120K
HI
166
Harbour Investments
Wisconsin
$114K
GI
167
GAMMA Investing
California
$102K
PWPS
168
Pinnacle Wealth Planning Services
Ohio
$65.3K
KBC Group
169
KBC Group
Belgium
$57K
GRP
170
Global Retirement Partners
California
$56.8K
SCM
171
Sterling Capital Management
North Carolina
$42.3K
Rockefeller Capital Management
172
Rockefeller Capital Management
New York
$41.6K
AAP
173
Arax Advisory Partners
Colorado
$33.4K
CIAS
174
CBIZ Investment Advisory Services
Ohio
$25.8K
TPCW
175
TD Private Client Wealth
New York
$23.3K