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Lakeland Financial Corp

244 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 19 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:

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 102

100% less call options, than puts

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

Holders
244
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 -$21.7M
2 -$20.1M
3 -$10.4M
4
BlackRock
BlackRock
New York
-$4.39M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
176
Sterling Capital Management
North Carolina
$51.9K
EWA
177
EverSource Wealth Advisors
Alabama
$41.5K
BTI
178
Blue Trust Inc
Georgia
$35.6K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$33.3K
Osaic Holdings
180
Osaic Holdings
Arizona
$31.5K
GRP
181
Global Retirement Partners
California
$29.2K
CIAS
182
CBIZ Investment Advisory Services
Ohio
$29.2K
TPCW
183
TD Private Client Wealth
New York
$26.2K
ITIM
184
Indiana Trust & Investment Management
Indiana
$25.7K
CFD
185
Creative Financial Designs
Indiana
$25.2K
Nisa Investment Advisors
186
Nisa Investment Advisors
Missouri
$25K
HFS
187
Hantz Financial Services
Michigan
$23K
BI
188
Binnacle Investments
Iowa
$23K
BOJHT
189
Bank of Jackson Hole Trust
Wyoming
$17.7K
RWS
190
Retirement Wealth Solutions
Wisconsin
$16.1K
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K
CPG
192
Cornerstone Planning Group
New Jersey
$14.4K
CIBC Private Wealth Group
193
CIBC Private Wealth Group
Georgia
$14.1K
QL
194
Quarry LP
New York
$14.1K
ASN
195
Advisory Services Network
Georgia
$12.8K
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$11.7K
MG
197
Mather Group
Illinois
$11.7K
PS
198
Principal Securities
Iowa
$11.4K
SL
199
Salomon & Ludwin
Virginia
$10.9K
IA
200
IFP Advisors
Florida
$10.8K