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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 19 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

100% less call options, than puts

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

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
Puts
$787K
Net Calls
Net Calls Change

Top Buyers

1 +$18.9M
2 +$15.9M
3 +$8.85M
4
NIG
NFJ Investment Group
Texas
+$8.11M
5
ProShare Advisors
ProShare Advisors
Maryland
+$6.13M

Top Sellers

1 -$14.7M
2 -$10.8M
3 -$7.4M
4
BlackRock
BlackRock
New York
-$6.1M
5
Jane Street
Jane Street
New York
-$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
176
EverSource Wealth Advisors
Alabama
$38.7K
AAP
177
Arax Advisory Partners
Colorado
$34.6K
BTI
178
Blue Trust Inc
Georgia
$29.2K
TPCW
179
TD Private Client Wealth
New York
$28.8K
CIAS
180
CBIZ Investment Advisory Services
Ohio
$28.1K
GRP
181
Global Retirement Partners
California
$27.8K
PFBT
182
Parkside Financial Bank & Trust
Missouri
$27.2K
ITIM
183
Indiana Trust & Investment Management
Indiana
$24.6K
CFD
184
Creative Financial Designs
Indiana
$24.1K
CA
185
Clearstead Advisors
Ohio
$21.6K
SCM
186
Sterling Capital Management
North Carolina
$21.1K
Nisa Investment Advisors
187
Nisa Investment Advisors
Missouri
$18.1K
BI
188
Binnacle Investments
Iowa
$17.9K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$17.1K
BOJHT
190
Bank of Jackson Hole Trust
Wyoming
$16.9K
RWS
191
Retirement Wealth Solutions
Wisconsin
$15.8K
Ohio Public Employees Retirement System (OPERS)
192
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.1K
ACM
193
Aster Capital Management
United Arab Emirates
$14.3K
PS
194
Principal Securities
Iowa
$12.1K
AGWCA
195
Annis Gardner Whiting Capital Advisors
Florida
$11.9K
Osaic Holdings
196
Osaic Holdings
Arizona
$10.9K
BNP Paribas Asset Management
197
BNP Paribas Asset Management
France
$10K
GWM
198
Geneos Wealth Management
Colorado
$9.96K
IA
199
IFP Advisors
Florida
$9.77K
HFS
200
Hantz Financial Services
Michigan
$8K