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Lakeland Financial Corp

235 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 82.35%84.16% (+1.8%)

4% more capital invested

Capital invested by funds: $1.27B → $1.32B (+$48.4M)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

4% less funds holding

Funds holding: 244235 (-9)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $787K

Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
88
Reduced
85
Closed
29
Calls
Puts
$787K
Net Calls
-$787K
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
176
Arax Advisory Partners
Colorado
$34.6K -$929 -16 -3%
BTI
177
Blue Trust Inc
Georgia
$29.2K +$929 +16 +3%
Osaic Holdings
178
Osaic Holdings
Arizona
$28.8K +$17.7K +305 +186%
TPCW
179
TD Private Client Wealth
New York
$28.8K
CIAS
180
CBIZ Investment Advisory Services
Ohio
$28.1K +$116 +2 +0.4%
GRP
181
Global Retirement Partners
California
$27.8K +$26.2K +452 New
PFBT
182
Parkside Financial Bank & Trust
Missouri
$27.2K +$18.3K +315 +248%
ITIM
183
Indiana Trust & Investment Management
Indiana
$24.6K
CFD
184
Creative Financial Designs
Indiana
$24.1K
CA
185
Clearstead Advisors
Ohio
$21.6K +$9.34K +161 +84%
SCM
186
Sterling Capital Management
North Carolina
$21.1K -$3.54K -61 -15%
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$18.1K -$116 -2 -0.7%
BI
188
Binnacle Investments
Iowa
$17.9K -$1.74K -30 -9%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$17.1K -$19.8K -342 -55%
BOJHT
190
Bank of Jackson Hole Trust
Wyoming
$16.9K
RWS
191
Retirement Wealth Solutions
Wisconsin
$15.8K +$58 +1 +0.4%
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.1K -$232 -4 -2%
ACM
193
Aster Capital Management
United Arab Emirates
$14.3K -$759K -13,072 -98%
PS
194
Principal Securities
Iowa
$12.1K -$522 -9 -4%
AGWCA
195
Annis Gardner Whiting Capital Advisors
Florida
$11.9K +$11.3K +194 New
BNP Paribas Asset Management
196
BNP Paribas Asset Management
France
$10K +$8.99K +155 New
GWM
197
Geneos Wealth Management
Colorado
$9.96K -$18.9K -326 -67%
IA
198
IFP Advisors
Florida
$9.77K +$9.05K +156 +5,200%
EP
199
Essential Partners
California
$8.11K +$7.66K +132 New
HFS
200
Hantz Financial Services
Michigan
$8K +$2.67K +46 +56%

LKFN Hedge Fund Activity: Q2 2025 in Review

235 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2025, worth a combined $1.32B — up 3.8% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LKFN and 20 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 88 added.

The largest buyer was First Trust Advisors, adding an estimated $17.8M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $13.9M.

  • 235 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2025, down from 244 in Q1 2025.
  • Funds reported $1.32B of Lakeland Financial Corp stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 20 funds opened new Lakeland Financial Corp positions in Q2 2025 and 29 closed out, a net change of -9 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2025 was First Trust Advisors, an estimated $17.8M added.
  • The largest Lakeland Financial Corp seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.