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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
BlackRock
1
BlackRock
New York
$221M -$5.76M -99,279 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$115M -$887K -15,284 -0.8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$92.9M +$15M +259,177 +21%
State Street
4
State Street
Massachusetts
$83.2M +$3.32M +57,252 +4%
Charles Schwab
5
Charles Schwab
California
$62.9M +$1.42M +24,399 +2%
Victory Capital Management
6
Victory Capital Management
Texas
$56.3M -$10.2M -175,825 -16%
SAM
7
Silvercrest Asset Management
New York
$54.2M -$3.49M -60,072 -6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$45M -$1.82M -31,348 -4%
CCM
9
Copeland Capital Management
Pennsylvania
$42.3M -$2.99M -51,511 -7%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$38.2M +$29.7K +511 +0.1%
NPIC
11
Neumeier Poma Investment Counsel
California
$28.5M -$620K -10,677 -2%
First Trust Advisors
12
First Trust Advisors
Illinois
$23.6M +$17.8M +307,371 +404%
Northern Trust
13
Northern Trust
Illinois
$21.9M -$6.99M -120,464 -25%
Millennium Management
14
Millennium Management
New York
$21.1M +$8.36M +144,017 +72%
Raymond James Financial
15
Raymond James Financial
Florida
$20.6M -$805K -13,874 -4%
Fuller & Thaler Asset Management
16
Fuller & Thaler Asset Management
California
$20.6M +$3.03M +52,295 +18%
Ameriprise
17
Ameriprise
Minnesota
$20M -$172K -2,972 -0.9%
NIG
18
NFJ Investment Group
Texas
$17.4M +$7.66M +131,948 +87%
Goldman Sachs
19
Goldman Sachs
New York
$13.5M -$3.71M -63,858 -22%
Morgan Stanley
20
Morgan Stanley
New York
$13.4M -$2.22M -38,227 -15%
TAM
21
Timucuan Asset Management
Florida
$12.2M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$12.2M -$270K -4,653 -2%
Bank of America
23
Bank of America
North Carolina
$11.7M +$3.05M +52,558 +38%
MCM
24
Monarch Capital Management
Indiana
$9.49M +$99.8K +1,720 +1%
KCM
25
Kennedy Capital Management
Missouri
$8.7M -$137K -2,366 -2%

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.