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Lakeland Financial Corp

227 hedge funds and large institutions have $1.18B invested in Lakeland Financial Corp in 2025 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 68 increasing their positions, 105 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $245K

Holders
227
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
$245K
Net Calls
Net Calls Change

Top Buyers

1 +$5.64M
2 +$5.64M
3 +$4.78M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.26M
5
Morgan Stanley
Morgan Stanley
New York
+$4.23M

Top Sellers

1 -$44.7M
2 -$8.04M
3 -$6.29M
4
TI
TrueMark Investments
Illinois
-$5.99M
5
State Street
State Street
Massachusetts
-$3.12M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
201
Root Financial Partners
California
$3.65K
Optiver Holding
202
Optiver Holding
Netherlands
$3.31K
RTL
203
Red Tortoise LLC
Georgia
$2.85K
WA
204
WPG Advisers
Maryland
$2.85K
PFBT
205
Parkside Financial Bank & Trust
Missouri
$2.4K
TCM
206
TD Capital Management
Tennessee
$1.78K
S
207
SignatureFD
Georgia
$1.71K
RIL
208
Rothschild Investment LLC
Illinois
$1.66K
MAS
209
MPWM Advisory Solutions
Georgia
$1.66K
Northwestern Mutual Wealth Management
210
Northwestern Mutual Wealth Management
Wisconsin
$1.6K
BFS
211
Bare Financial Services
Pennsylvania
$1.48K
FFA
212
Farther Finance Advisors
California
$1.31K
MCM
213
MAI Capital Management
Ohio
$1.2K
MB
214
MidFirst Bank
Oklahoma
$1.08K
C
215
Covestor
United Kingdom
$1K
FMII
216
Farmers & Merchants Investments Inc
Nebraska
$856
TWD
217
True Wealth Design
Ohio
$571
JWA
218
JFS Wealth Advisors
Pennsylvania
$571
TSMHT
219
Thurston Springer Miller Herd & Titak
Indiana
$456
BGAI
220
Bruce G. Allen Investments
Colorado
$285
KFAS
221
Keating Financial Advisory Services
Kansas
$285
AWM
222
Abound Wealth Management
Tennessee
$172
RWM
223
Rialto Wealth Management
New York
$172
FFO
224
Fortitude Family Office
Arizona
$114
SIC
225
SJS Investment Consulting
Ohio
$58