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Lakeland Financial Corp
LKFN

Overview Fund Activity

245 hedge funds and large institutions have $1.27B invested in Lakeland Financial Corp in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+14
Holders Change %
+6.06%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
81
Reduced
80
Closed
22
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$9.08M
2
Jane Street
Jane Street
New York
+$6.5M
3
CSS
Cubist Systematic Strategies
Connecticut
+$5.86M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.9M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.37M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$17.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$15.1M
3
First Trust Advisors
First Trust Advisors
Illinois
-$13.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.6M
5
SBH
Segall Bryant & Hamill
Illinois
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
176
US Bancorp
Minnesota
$130K -$17.1K -288 -12%
Jones Financial Companies
177
Jones Financial Companies
Missouri
$121K -$3.74K -62 -3%
HI
178
Harbour Investments
Wisconsin
$118K +$16.7K +281 +16%
KBC Group
179
KBC Group
Belgium
$95K -$4.46K -75 -4%
PD
180
Point72 (DIFC)
United Arab Emirates
$69.9K +$69.9K +1,175 New
GI
181
GAMMA Investing
California
$64.5K +$24.3K +408 +60%
TRCT
182
Tower Research Capital (TRC)
New York
$54.2K -$171K -2,884 -76%
FHA
183
First Horizon Advisors
Tennessee
$53.3K +$3.21K +54 +6%
QCG
184
Quadrant Capital Group
Ohio
$37.3K +$11.5K +194 +45%
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$37K +$10.7K +182 +41%
Fifth Third Bancorp
186
Fifth Third Bancorp
Ohio
$36.9K +$1.01K +17 +3%
AAP
187
Arax Advisory Partners
Colorado
$34.5K -$10.5K -176 -23%
QL
188
Quarry LP
New York
$32.8K +$32.8K +552 New
GWM
189
Geneos Wealth Management
Colorado
$29K +$24.3K +408 +510%
TPCW
190
TD Private Client Wealth
New York
$27.8K – – –
BTI
191
Blue Trust Inc
Georgia
$27.3K +$6.36K +107 +30%
CIAS
192
CBIZ Investment Advisory Services
Ohio
$27K -$238 -4 -0.9%
SCM
193
Sterling Capital Management
North Carolina
$24K -$19.8K -333 -45%
ITIM
194
Indiana Trust & Investment Management
Indiana
$23.8K – – –
CFD
195
Creative Financial Designs
Indiana
$23.3K – – –
HNB
196
Huntington National Bank
Ohio
$21.5K +$119 +2 +0.6%
BI
197
Binnacle Investments
Iowa
$19.1K +$19.1K +322 New
BOJHT
198
Bank of Jackson Hole Trust
Wyoming
$18.3K – – –
Nisa Investment Advisors
199
Nisa Investment Advisors
Missouri
$17.6K +$15.8K +265 +855%
RWS
200
Retirement Wealth Solutions
Wisconsin
$15.2K – – –
6 7
8
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