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Lakeland Financial Corp

235 hedge funds and large institutions have $1.2B invested in Lakeland Financial Corp in 2026 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 76 increasing their positions, 89 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

1% more capital invested

Capital invested by funds: $1.18B → $1.2B (+$12.5M)

15% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 89

Holders
235
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
$511K
Puts
$258K
Net Calls
Net Calls Change

Top Buyers

1 +$22.4M
2 +$10.3M
3 +$6.32M
4
State Street
State Street
Massachusetts
+$6.14M
5
UBS Group
UBS Group
Switzerland
+$3.77M

Top Sellers

1 -$10.6M
2 -$5.21M
3 -$4.2M
4
Jane Street
Jane Street
New York
-$3.26M
5
Wells Fargo
Wells Fargo
California
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$30K
SL
177
Salomon & Ludwin
Virginia
$28.4K
BTI
178
Blue Trust Inc
Georgia
$27.4K
SCM
179
Sterling Capital Management
North Carolina
$26.2K
ITIM
180
Indiana Trust & Investment Management
Indiana
$23K
CFD
181
Creative Financial Designs
Indiana
$22.5K
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$20.1K
Osaic Holdings
183
Osaic Holdings
Arizona
$17.8K
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K
BOJHT
185
Bank of Jackson Hole Trust
Wyoming
$15.8K
CPG
186
Cornerstone Planning Group
New Jersey
$15.8K
EWA
187
EverSource Wealth Advisors
Alabama
$14.5K
UB
188
UMB Bank
Missouri
$12.7K
HI
189
Harbour Investments
Wisconsin
$12.5K
DWP
190
Destiny Wealth Partners
Florida
$11.2K
MG
191
Mather Group
Illinois
$10.5K
HCA
192
Harbor Capital Advisors
Illinois
$10K
AF
193
Allworth Financial
California
$8.66K
FHC
194
First Horizon Corporation
Tennessee
$7.12K
RWS
195
Retirement Wealth Solutions
Wisconsin
$7.07K
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$5.62K
QCG
197
Quadrant Capital Group
Ohio
$5.11K
FFA
198
Farther Finance Advisors
California
$4.76K
PWA
199
Physician Wealth Advisors
Utah
$4.53K
RFP
200
Root Financial Partners
California
$4.19K