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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

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more ownership

Funds ownership:

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
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
$511K
Puts
$258K
Net Calls
Net Calls Change

Top Buyers

1 +$22.4M
2 +$10.3M
3 +$6.32M
4
State Street
State Street
Massachusetts
+$6.14M
5
UBS Group
UBS Group
Switzerland
+$3.77M

Top Sellers

1 -$10.6M
2 -$5.21M
3 -$4.2M
4
Jane Street
Jane Street
New York
-$3.26M
5
Wells Fargo
Wells Fargo
California
-$2.42M
Name Holding Trade Value Shares
Change
Change in
Stake
BBHC
201
Brown Brothers Harriman & Co
New York
$3.56K
WTC
202
WhitTier Trust Company
Nevada
$3.21K
VCM
203
Versant Capital Management
Arizona
$2.93K
WA
204
WPG Advisers
Maryland
$2.87K
RTL
205
Red Tortoise LLC
Georgia
$2.87K
MCM
206
MAI Capital Management
Ohio
$2.75K
WA
207
Whipplewood Advisors
Colorado
$2.64K
IA
208
IFP Advisors
Florida
$2.47K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$2.41K
Optiver Holding
210
Optiver Holding
Netherlands
$2.07K
EP
211
Essential Partners
California
$1.95K
TCM
212
TD Capital Management
Tennessee
$1.81K
BFS
213
Bare Financial Services
Pennsylvania
$1.72K
TPWA
214
Twin Peaks Wealth Advisors
California
$1.72K
MAS
215
MPWM Advisory Solutions
Georgia
$1.66K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$1.61K
S
217
SignatureFD
Georgia
$1.55K
RIL
218
Rothschild Investment LLC
Illinois
$1.38K
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$1.21K
KFAS
220
Keating Financial Advisory Services
Kansas
$1.15K
MB
221
MidFirst Bank
Oklahoma
$1.09K
C
222
Covestor
United Kingdom
$1K
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$861
KG
224
Kilter Group
New York
$574
Simplex Trading
225
Simplex Trading
Illinois
$516