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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 19 funds opening new positions, 88 increasing their positions, 86 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

34% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 29

100% less call options, than puts

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

Holders
235
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
$787K
Net Calls
Net Calls Change

Top Buyers

1 +$18.9M
2 +$15.9M
3 +$8.85M
4
NIG
NFJ Investment Group
Texas
+$8.11M
5
ProShare Advisors
ProShare Advisors
Maryland
+$6.13M

Top Sellers

1 -$14.7M
2 -$10.8M
3 -$7.4M
4
BlackRock
BlackRock
New York
-$6.1M
5
Jane Street
Jane Street
New York
-$5.95M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$7.8K
HCA
202
Harbor Capital Advisors
Illinois
$7K
GSWM
203
Golden State Wealth Management
California
$5.71K
VCM
204
Versant Capital Management
Arizona
$5.04K
HWM
205
Hemington Wealth Management
Virginia
$5K
PWA
206
Physician Wealth Advisors
Utah
$4.86K
MPWT
207
MassMutual Private Wealth & Trust
Connecticut
$4.79K
UB
208
UMB Bank
Missouri
$3.19K
WA
209
WPG Advisers
Maryland
$3.07K
RTL
210
Red Tortoise LLC
Georgia
$3.07K
WA
211
Whipplewood Advisors
Colorado
$2.83K
BIG
212
Brooklyn Investment Group
New York
$2.83K
SPIA
213
Steward Partners Investment Advisory
New York
$2.09K
TCM
214
TD Capital Management
Tennessee
$1.89K
MAS
215
MPWM Advisory Solutions
Georgia
$1.78K
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
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
MCM
223
MAI Capital Management
Ohio
$799
CT
224
Clearstead Trust
Maine
$738
TWD
225
True Wealth Design
Ohio
$615