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Lakeland Financial Corp

244 hedge funds and large institutions have $1.36B invested in Lakeland Financial Corp in 2025 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 68 increasing their positions, 102 reducing their positions, and 19 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:

33% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 102

100% less call options, than puts

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

Holders
244
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 -$21.7M
2 -$20.1M
3 -$10.4M
4
BlackRock
BlackRock
New York
-$4.39M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Clearstead Advisors
Ohio
$10.3K
AF
202
Allworth Financial
California
$9.89K
FHC
203
First Horizon Corporation
Tennessee
$9.69K
PFBT
204
Parkside Financial Bank & Trust
Missouri
$7.51K
HCA
205
Harbor Capital Advisors
Illinois
$7K
QCG
206
Quadrant Capital Group
Ohio
$6.61K
Optiver Holding
207
Optiver Holding
Netherlands
$6.55K
Northwestern Mutual Wealth Management
208
Northwestern Mutual Wealth Management
Wisconsin
$6.29K
GSWM
209
Golden State Wealth Management
California
$5.97K
BBHC
210
Brown Brothers Harriman & Co
New York
$5.65K
PE
211
Point72 Europe
United Kingdom
$5.33K
VCM
212
Versant Capital Management
Arizona
$5.26K
PWA
213
Physician Wealth Advisors
Utah
$5.07K
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$5.01K
HWM
215
Hemington Wealth Management
Virginia
$5K
UB
216
UMB Bank
Missouri
$4.49K
RFP
217
Root Financial Partners
California
$4.24K
WANY
218
Wealthspire Advisors (New York)
New York
$3.66K
RTL
219
Red Tortoise LLC
Georgia
$3.21K
WA
220
WPG Advisers
Maryland
$3.21K
LFG
221
Larson Financial Group
Missouri
$2.7K
SPIA
222
Steward Partners Investment Advisory
New York
$2.18K
RIL
223
Rothschild Investment LLC
Illinois
$2.05K
TCM
224
TD Capital Management
Tennessee
$1.99K
S
225
SignatureFD
Georgia
$1.93K