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Lakeland Financial Corp

245 hedge funds and large institutions have $1.27B invested in Lakeland Financial Corp in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 80 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
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
$24K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.8K
PS
202
Principal Securities
Iowa
$14.2K
CCM
203
Coldstream Capital Management
Washington
$12.7K
CA
204
Clearstead Advisors
Ohio
$11.4K
MG
205
Mather Group
Illinois
$10.9K
Osaic Holdings
206
Osaic Holdings
Arizona
$9.77K
VCM
207
Versant Capital Management
Arizona
$9.21K
HWM
208
Hemington Wealth Management
Virginia
$8K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$7.55K
WA
210
WPG Advisers
Maryland
$6.12K
GSWM
211
Golden State Wealth Management
California
$5.53K
UB
212
UMB Bank
Missouri
$5.53K
AF
213
Allworth Financial
California
$5.08K
HCA
214
Harbor Capital Advisors
Illinois
$5K
HFS
215
Hantz Financial Services
Michigan
$5K
PWA
216
Physician Wealth Advisors
Utah
$4.7K
CPG
217
Cornerstone Planning Group
New Jersey
$4.69K
MPWT
218
MassMutual Private Wealth & Trust
Connecticut
$4.64K
RTL
219
Red Tortoise LLC
Georgia
$2.97K
RIL
220
Rothschild Investment LLC
Illinois
$2.97K
EWA
221
EverSource Wealth Advisors
Alabama
$2.85K
WA
222
Whipplewood Advisors
Colorado
$2.73K
MAS
223
MPWM Advisory Solutions
Georgia
$2.32K
SPIA
224
Steward Partners Investment Advisory
New York
$2.02K
TCM
225
TD Capital Management
Tennessee
$1.81K