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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
BBHC
201
Brown Brothers Harriman & Co
New York
$3.56K +$3.64K +62 New
WTC
202
WhitTier Trust Company
Nevada
$3.21K +$3.23K +55 New
VCM
203
Versant Capital Management
Arizona
$2.93K +$2.99K +51 New
RTL
204
Red Tortoise LLC
Georgia
$2.87K
WA
205
WPG Advisers
Maryland
$2.87K
MCM
206
MAI Capital Management
Ohio
$2.75K +$1.58K +27 +129%
WA
207
Whipplewood Advisors
Colorado
$2.64K +$2.7K +46 New
IA
208
IFP Advisors
Florida
$2.47K -$3.34K -57 -57%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$2.41K
Optiver Holding
210
Optiver Holding
Netherlands
$2.07K -$1.29K -22 -38%
EP
211
Essential Partners
California
$1.95K -$2.99K -51 -60%
TCM
212
TD Capital Management
Tennessee
$1.81K
BFS
213
Bare Financial Services
Pennsylvania
$1.72K +$235 +4 +15%
TPWA
214
Twin Peaks Wealth Advisors
California
$1.72K +$1.76K +30 New
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 -$176 -3 -10%
RIL
218
Rothschild Investment LLC
Illinois
$1.38K -$293 -5 -17%
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$1.21K -$21.1K -360 -94%
KFAS
220
Keating Financial Advisory Services
Kansas
$1.15K +$880 +15 +300%
MB
221
MidFirst Bank
Oklahoma
$1.09K
C
222
Covestor
United Kingdom
$1K +$176 +3 +33%
FMII
223
Farmers & Merchants Investments Inc
Nebraska
$861
KG
224
Kilter Group
New York
$574 +$587 +10 New
Simplex Trading
225
Simplex Trading
Illinois
$516 +$528 +9 New