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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
CFD
176
Creative Financial Designs
Indiana
$22.4K
BTI
177
Blue Trust Inc
Georgia
$21.9K
Kayne Anderson Rudnick Investment Management
178
Kayne Anderson Rudnick Investment Management
California
$21.7K
EWA
179
EverSource Wealth Advisors
Alabama
$21.3K
Nisa Investment Advisors
180
Nisa Investment Advisors
Missouri
$18.4K
BOJHT
181
Bank of Jackson Hole Trust
Wyoming
$15.7K
Ohio Public Employees Retirement System (OPERS)
182
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.6K
CPG
183
Cornerstone Planning Group
New Jersey
$14.6K
UB
184
UMB Bank
Missouri
$14.5K
SL
185
Salomon & Ludwin
Virginia
$14.3K
Osaic Holdings
186
Osaic Holdings
Arizona
$13.2K
HFS
187
Hantz Financial Services
Michigan
$13K
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$12.9K
RWS
189
Retirement Wealth Solutions
Wisconsin
$12K
Fifth Third Bancorp
190
Fifth Third Bancorp
Ohio
$8.16K
BNP Paribas Asset Management
191
BNP Paribas Asset Management
France
$8K
AF
192
Allworth Financial
California
$6.5K
HCA
193
Harbor Capital Advisors
Illinois
$6K
IA
194
IFP Advisors
Florida
$5.71K
QCG
195
Quadrant Capital Group
Ohio
$5.59K
FHC
196
First Horizon Corporation
Tennessee
$5.08K
PWA
197
Physician Wealth Advisors
Utah
$5.02K
QL
198
Quarry LP
New York
$4.96K
RFP
199
Root Financial Partners
California
$3.65K
Optiver Holding
200
Optiver Holding
Netherlands
$3.31K