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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
SC
151
Sapient Capital
Indiana
$227K
Public Employees Retirement Association of Colorado
152
Public Employees Retirement Association of Colorado
Colorado
$223K
Pictet Asset Management
153
Pictet Asset Management
Switzerland
$219K
JF
154
Jump Financial
Illinois
$215K
PCS
155
Personal CFO Solutions
New Jersey
$215K
MSRPS
156
Maryland State Retirement & Pension System
Maryland
$213K
Los Angeles Capital Management
157
Los Angeles Capital Management
California
$190K
TRCT
158
Tower Research Capital (TRC)
New York
$148K
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$148K
SOW
160
State of Wyoming
Wyoming
$139K
Ensign Peak Advisors
161
Ensign Peak Advisors
Utah
$122K
US Bancorp
162
US Bancorp
Minnesota
$122K
Jones Financial Companies
163
Jones Financial Companies
Missouri
$120K
AIP
164
Ameritas Investment Partners
Nebraska
$120K
HI
165
Harbour Investments
Wisconsin
$114K
GI
166
GAMMA Investing
California
$102K
PWPS
167
Pinnacle Wealth Planning Services
Ohio
$65.3K
KBC Group
168
KBC Group
Belgium
$57K
GRP
169
Global Retirement Partners
California
$56.8K
SCM
170
Sterling Capital Management
North Carolina
$42.3K
Rockefeller Capital Management
171
Rockefeller Capital Management
New York
$41.6K
AAP
172
Arax Advisory Partners
Colorado
$33.4K
CIAS
173
CBIZ Investment Advisory Services
Ohio
$25.8K
TPCW
174
TD Private Client Wealth
New York
$23.3K
ITIM
175
Indiana Trust & Investment Management
Indiana
$22.8K