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Lakeland Financial Corp

243 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 20 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
243
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 -$21.4M
2 -$19.9M
3 -$10.3M
4
BlackRock
BlackRock
New York
-$4.35M
5
Marshall Wace
Marshall Wace
United Kingdom
-$4.06M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
201
Allworth Financial
California
$9.89K
FHC
202
First Horizon Corporation
Tennessee
$9.69K
PFBT
203
Parkside Financial Bank & Trust
Missouri
$7.51K
HCA
204
Harbor Capital Advisors
Illinois
$7K
QCG
205
Quadrant Capital Group
Ohio
$6.61K
Optiver Holding
206
Optiver Holding
Netherlands
$6.55K
Northwestern Mutual Wealth Management
207
Northwestern Mutual Wealth Management
Wisconsin
$6.29K
GSWM
208
Golden State Wealth Management
California
$5.97K
BBHC
209
Brown Brothers Harriman & Co
New York
$5.65K
PE
210
Point72 Europe
United Kingdom
$5.33K
VCM
211
Versant Capital Management
Arizona
$5.26K
PWA
212
Physician Wealth Advisors
Utah
$5.07K
MPWT
213
MassMutual Private Wealth & Trust
Connecticut
$5.01K
HWM
214
Hemington Wealth Management
Virginia
$5K
UB
215
UMB Bank
Missouri
$4.49K
RFP
216
Root Financial Partners
California
$4.24K
WANY
217
Wealthspire Advisors (New York)
New York
$3.66K
RTL
218
Red Tortoise LLC
Georgia
$3.21K
WA
219
WPG Advisers
Maryland
$3.21K
LFG
220
Larson Financial Group
Missouri
$2.7K
SPIA
221
Steward Partners Investment Advisory
New York
$2.18K
RIL
222
Rothschild Investment LLC
Illinois
$2.05K
TCM
223
TD Capital Management
Tennessee
$1.99K
S
224
SignatureFD
Georgia
$1.93K
MAS
225
MPWM Advisory Solutions
Georgia
$1.86K