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Lakeland Financial Corp

240 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 102 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

less ownership

Funds ownership:

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 102

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $796K

Holders
240
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
$796K
Net Calls
Net Calls Change

Top Sellers

1 -$21.4M
2 -$19.9M
3 -$10.3M
4
BlackRock
BlackRock
New York
-$4.35M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BTI
176
Blue Trust Inc
Georgia
$35.6K
Rockefeller Capital Management
177
Rockefeller Capital Management
New York
$33.3K
Osaic Holdings
178
Osaic Holdings
Arizona
$31.5K
GRP
179
Global Retirement Partners
California
$29.2K
CIAS
180
CBIZ Investment Advisory Services
Ohio
$29.2K
TPCW
181
TD Private Client Wealth
New York
$26.2K
ITIM
182
Indiana Trust & Investment Management
Indiana
$25.7K
CFD
183
Creative Financial Designs
Indiana
$25.2K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$25K
HFS
185
Hantz Financial Services
Michigan
$23K
BI
186
Binnacle Investments
Iowa
$23K
BOJHT
187
Bank of Jackson Hole Trust
Wyoming
$17.7K
RWS
188
Retirement Wealth Solutions
Wisconsin
$16.1K
Ohio Public Employees Retirement System (OPERS)
189
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K
CPG
190
Cornerstone Planning Group
New Jersey
$14.4K
CIBC Private Wealth Group
191
CIBC Private Wealth Group
Georgia
$14.1K
QL
192
Quarry LP
New York
$14.1K
ASN
193
Advisory Services Network
Georgia
$12.8K
Fifth Third Bancorp
194
Fifth Third Bancorp
Ohio
$11.7K
MG
195
Mather Group
Illinois
$11.7K
PS
196
Principal Securities
Iowa
$11.4K
SL
197
Salomon & Ludwin
Virginia
$10.9K
CA
198
Clearstead Advisors
Ohio
$10.3K
FHC
199
First Horizon Corporation
Tennessee
$9.69K
PFBT
200
Parkside Financial Bank & Trust
Missouri
$7.51K