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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

98% more call options, than puts

Call options by funds: $511K | Put options by funds: $258K

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

4% more funds holding

Funds holding: 227235 (+8)

1.27% more ownership

Funds ownership: 81.17%82.44% (+1.3%)

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
+8
Holders Change %
+3.52%
% of All Funds
2.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
76
Reduced
89
Closed
18
Calls
$511K
Puts
$258K
Net Calls
+$253K
Net Calls Change
+$498K
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
176
Hantz Financial Services
Michigan
$30K +$16.5K +281 +120%
SL
177
Salomon & Ludwin
Virginia
$28.4K +$14.1K +240 +97%
BTI
178
Blue Trust Inc
Georgia
$27.4K +$5.46K +93 +24%
SCM
179
Sterling Capital Management
North Carolina
$26.2K -$16.7K -285 -38%
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 +$1.7K +29 +9%
Osaic Holdings
183
Osaic Holdings
Arizona
$17.8K +$4.63K +79 +34%
Ohio Public Employees Retirement System (OPERS)
184
Ohio Public Employees Retirement System (OPERS)
Ohio
$15.9K +$1.23K +21 +8%
BOJHT
185
Bank of Jackson Hole Trust
Wyoming
$15.8K
CPG
186
Cornerstone Planning Group
New Jersey
$15.8K +$176 +3 +1%
EWA
187
EverSource Wealth Advisors
Alabama
$14.5K -$7.04K -120 -32%
UB
188
UMB Bank
Missouri
$12.7K -$1.94K -33 -13%
HI
189
Harbour Investments
Wisconsin
$12.5K -$104K -1,778 -89%
DWP
190
Destiny Wealth Partners
Florida
$11.2K +$11.4K +195 New
MG
191
Mather Group
Illinois
$10.5K +$10.7K +183 New
HCA
192
Harbor Capital Advisors
Illinois
$10K +$3.75K +64 +61%
AF
193
Allworth Financial
California
$8.66K +$2.17K +37 +32%
FHC
194
First Horizon Corporation
Tennessee
$7.12K +$2.05K +35 +39%
RWS
195
Retirement Wealth Solutions
Wisconsin
$7.07K -$5.1K -87 -41%
Los Angeles Capital Management
196
Los Angeles Capital Management
California
$5.62K -$189K -3,220 -97%
QCG
197
Quadrant Capital Group
Ohio
$5.11K -$528 -9 -9%
FFA
198
Farther Finance Advisors
California
$4.76K +$3.46K +59 +257%
PWA
199
Physician Wealth Advisors
Utah
$4.53K -$528 -9 -10%
RFP
200
Root Financial Partners
California
$4.19K +$528 +9 +14%

LKFN Hedge Fund Activity: Q1 2026 in Review

235 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q1 2026, worth a combined $1.2B — up 1.1% from $1.18B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LKFN positions and 18 closed out — a net gain of 12 holders — while 76 added to existing stakes and 89 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $22.4M. The largest seller was Charles Schwab, cutting an estimated $10.6M.

  • 235 institutional investors held Lakeland Financial Corp (LKFN) as of Q1 2026, up from 227 in Q4 2025.
  • Funds reported $1.2B of Lakeland Financial Corp stock for Q1 2026, up 1.1% quarter-over-quarter.
  • 30 funds opened new Lakeland Financial Corp positions in Q1 2026 and 18 closed out, a net change of +12 holders.
  • The largest Lakeland Financial Corp buyer in Q1 2026 was Neuberger Berman Group, an estimated $22.4M added.
  • The largest Lakeland Financial Corp seller in Q1 2026 was Charles Schwab, an estimated $10.6M sold.

Based on aggregated 13F filings for Q1 2026.