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Lakeland Financial Corp
LKFN

Overview Fund Activity

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
+14
Holders Change %
+6.06%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
38
Increased
81
Reduced
80
Closed
22
Calls
$24K
Puts
–
Net Calls
+$24K
Net Calls Change
+$10K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$9.08M
2
Jane Street
Jane Street
New York
+$6.5M
3
CSS
Cubist Systematic Strategies
Connecticut
+$5.86M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.9M
5
Marshall Wace
Marshall Wace
United Kingdom
+$4.37M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$17.6M
2
Victory Capital Management
Victory Capital Management
Texas
-$15.1M
3
First Trust Advisors
First Trust Advisors
Illinois
-$13.7M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$10.6M
5
SBH
Segall Bryant & Hamill
Illinois
-$7.55M
Name Holding Trade Value Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
201
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.8K +$892 +15 +6%
PS
202
Principal Securities
Iowa
$14.2K – – –
CCM
203
Coldstream Capital Management
Washington
$12.7K +$12.7K +214 New
CA
204
Clearstead Advisors
Ohio
$11.4K – – –
MG
205
Mather Group
Illinois
$10.9K -$535 -9 -5%
Osaic Holdings
206
Osaic Holdings
Arizona
$9.77K -$23.4K -393 -71%
VCM
207
Versant Capital Management
Arizona
$9.21K +$9.21K +155 New
HWM
208
Hemington Wealth Management
Virginia
$8K -$57 -1 -0.7%
PFBT
209
Parkside Financial Bank & Trust
Missouri
$7.55K +$594 +10 +9%
WA
210
WPG Advisers
Maryland
$6.12K +$4.22K +71 +222%
GSWM
211
Golden State Wealth Management
California
$5.53K – – –
UB
212
UMB Bank
Missouri
$5.53K +$2.38K +40 +75%
AF
213
Allworth Financial
California
$5.08K – – –
HCA
214
Harbor Capital Advisors
Illinois
$5K -$2.29K -38 -31%
HFS
215
Hantz Financial Services
Michigan
$5K – – –
PWA
216
Physician Wealth Advisors
Utah
$4.7K – – –
CPG
217
Cornerstone Planning Group
New Jersey
$4.69K +$4.69K +86 New
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 +$1.49K +25 +100%
EWA
221
EverSource Wealth Advisors
Alabama
$2.85K +$2.44K +41 +586%
WA
222
Whipplewood Advisors
Colorado
$2.73K -$15.2K -39 -85%
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 – – –
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9
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