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Lakeland Financial Corp

235 hedge funds and large institutions have $1.32B invested in Lakeland Financial Corp in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 88 increasing their positions, 85 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.82% more ownership

Funds ownership: 82.35%84.16% (+1.8%)

4% more capital invested

Capital invested by funds: $1.27B → $1.32B (+$48.4M)

4% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 85

4% less funds holding

Funds holding: 244235 (-9)

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $787K

Holders
235
Holders Change
-9
Holders Change %
-3.69%
% of All Funds
3.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
88
Reduced
85
Closed
29
Calls
Puts
$787K
Net Calls
-$787K
Net Calls Change
-$811K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$7.8K +$1.97K +34 +37%
HCA
202
Harbor Capital Advisors
Illinois
$7K +$1.51K +26 +31%
GSWM
203
Golden State Wealth Management
California
$5.71K
VCM
204
Versant Capital Management
Arizona
$5.04K -$4.24K -73 -47%
HWM
205
Hemington Wealth Management
Virginia
$5K -$3.42K -59 -42%
PWA
206
Physician Wealth Advisors
Utah
$4.86K
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$4.79K
UB
208
UMB Bank
Missouri
$3.19K -$2.38K -41 -44%
WA
209
WPG Advisers
Maryland
$3.07K -$3.08K -53 -51%
RTL
210
Red Tortoise LLC
Georgia
$3.07K
WA
211
Whipplewood Advisors
Colorado
$2.83K +$2.26K +39 +557%
BIG
212
Brooklyn Investment Group
New York
$2.83K +$2.67K +46 New
SPIA
213
Steward Partners Investment Advisory
New York
$2.09K
TCM
214
TD Capital Management
Tennessee
$1.89K +$58 +1 +3%
MAS
215
MPWM Advisory Solutions
Georgia
$1.78K -$580 -10 -26%
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$1.72K
S
217
SignatureFD
Georgia
$1.66K
RIL
218
Rothschild Investment LLC
Illinois
$1.54K -$1.45K -25 -50%
KIG
219
Kessler Investment Group
Indiana
$1.11K
FMII
220
Farmers & Merchants Investments Inc
Nebraska
$1.04K
C
221
Covestor
United Kingdom
$1K
SC
222
Stephens Consulting
Michigan
$922 +$580 +10 +200%
MCM
223
MAI Capital Management
Ohio
$799 +$754 +13 New
CT
224
Clearstead Trust
Maine
$738 +$696 +12 New
TWD
225
True Wealth Design
Ohio
$615 -$232 -4 -29%

LKFN Hedge Fund Activity: Q2 2025 in Review

235 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q2 2025, worth a combined $1.32B — up 3.8% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of LKFN and 20 opened new positions — a net loss of 9 holders — while 85 trimmed existing stakes and 88 added.

The largest buyer was First Trust Advisors, adding an estimated $17.8M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $13.9M.

  • 235 institutional investors held Lakeland Financial Corp (LKFN) as of Q2 2025, down from 244 in Q1 2025.
  • Funds reported $1.32B of Lakeland Financial Corp stock for Q2 2025, up 3.8% quarter-over-quarter.
  • 20 funds opened new Lakeland Financial Corp positions in Q2 2025 and 29 closed out, a net change of -9 holders.
  • The largest Lakeland Financial Corp buyer in Q2 2025 was First Trust Advisors, an estimated $17.8M added.
  • The largest Lakeland Financial Corp seller in Q2 2025 was Kayne Anderson Rudnick Investment Management, an estimated $13.9M sold.

Based on aggregated 13F filings for Q2 2025.