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Lakeland Financial Corp
LKFN

Overview Fund Activity

234 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, 85 reducing their positions, and 29 closing their positions.

Holders
234
Holders Change
-11
Holders Change %
-4.49%
% of All Funds
3.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
88
Reduced
85
Closed
29
Calls
–
Puts
$787K
Net Calls
-$787K
Net Calls Change
-$811K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$23.6M
2
Neuberger Berman Group
2
Neuberger Berman Group
New York
$92.9M
3
Millennium Management
3
Millennium Management
New York
$21.1M
4
NIG
4
NFJ Investment Group
Texas
$17.4M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$6.49M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$106K
2
Victory Capital Management
2
Victory Capital Management
Texas
$56.3M
3
Northern Trust
3
Northern Trust
Illinois
$21.9M
4
BlackRock
4
BlackRock
New York
$221M
5
Jane Street
5
Jane Street
New York
$773K
Name Market Value Shares Shares
Change 		Shares
Change %
HCA
201
Harbor Capital Advisors
Illinois
$7K 109 +26 +31%
GSWM
202
Golden State Wealth Management
California
$5.72K 93 – –
VCM
203
Versant Capital Management
Arizona
$5.04K 82 -73 -47%
HWM
204
Hemington Wealth Management
Virginia
$5K 82 -59 -42%
PWA
205
Physician Wealth Advisors
Utah
$4.86K 79 – –
MPWT
206
MassMutual Private Wealth & Trust
Connecticut
$4.79K 78 – –
UB
207
UMB Bank
Missouri
$3.2K 52 -41 -44%
WA
208
WPG Advisers
Maryland
$3.07K 50 -53 -51%
RTL
209
Red Tortoise LLC
Georgia
$3.07K 50 – –
WA
210
Whipplewood Advisors
Colorado
$2.83K 46 +39 +557%
BIG
211
Brooklyn Investment Group
New York
$2.83K 46 +46 New
SPIA
212
Steward Partners Investment Advisory
New York
$2.09K 34 – –
TCM
213
TD Capital Management
Tennessee
$1.89K 31 +1 +3%
MAS
214
MPWM Advisory Solutions
Georgia
$1.78K 29 -10 -26%
Northwestern Mutual Wealth Management
215
Northwestern Mutual Wealth Management
Wisconsin
$1.72K 28 – –
S
216
SignatureFD
Georgia
$1.66K 27 – –
RIL
217
Rothschild Investment LLC
Illinois
$1.54K 25 -25 -50%
KIG
218
Kessler Investment Group
Indiana
$1.11K 18 – –
FMII
219
Farmers & Merchants Investments Inc
Nebraska
$1.05K 17 – –
C
220
Covestor
United Kingdom
$1K 10 – –
SC
221
Stephens Consulting
Michigan
$922 15 +10 +200%
MCM
222
MAI Capital Management
Ohio
$799 13 +13 New
CT
223
Clearstead Trust
Maine
$738 12 +12 New
TWD
224
True Wealth Design
Ohio
$615 10 -4 -29%
TSMHT
225
Thurston Springer Miller Herd & Titak
Indiana
$491 8 – –
7 8
9
10 11