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Lakeland Financial Corp

240 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2025 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 102 reducing their positions, and 20 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:

35% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 102

100% less call options, than puts

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

Holders
240
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 -$21.4M
2 -$19.9M
3 -$10.3M
4
BlackRock
BlackRock
New York
-$4.35M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
201
Harbor Capital Advisors
Illinois
$7K
QCG
202
Quadrant Capital Group
Ohio
$6.61K
Optiver Holding
203
Optiver Holding
Netherlands
$6.55K
Northwestern Mutual Wealth Management
204
Northwestern Mutual Wealth Management
Wisconsin
$6.29K
GSWM
205
Golden State Wealth Management
California
$5.97K
BBHC
206
Brown Brothers Harriman & Co
New York
$5.65K
PE
207
Point72 Europe
United Kingdom
$5.33K
VCM
208
Versant Capital Management
Arizona
$5.26K
PWA
209
Physician Wealth Advisors
Utah
$5.07K
MPWT
210
MassMutual Private Wealth & Trust
Connecticut
$5.01K
HWM
211
Hemington Wealth Management
Virginia
$5K
UB
212
UMB Bank
Missouri
$4.49K
RFP
213
Root Financial Partners
California
$4.24K
WANY
214
Wealthspire Advisors (New York)
New York
$3.66K
RTL
215
Red Tortoise LLC
Georgia
$3.21K
WA
216
WPG Advisers
Maryland
$3.21K
LFG
217
Larson Financial Group
Missouri
$2.7K
SPIA
218
Steward Partners Investment Advisory
New York
$2.18K
RIL
219
Rothschild Investment LLC
Illinois
$2.05K
TCM
220
TD Capital Management
Tennessee
$1.99K
S
221
SignatureFD
Georgia
$1.93K
MAS
222
MPWM Advisory Solutions
Georgia
$1.86K
PD
223
Point72 (DIFC)
United Arab Emirates
$1.73K
AGWCA
224
Annis Gardner Whiting Capital Advisors
Florida
$1.54K
TWD
225
True Wealth Design
Ohio
$1.54K