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Lakeland Financial Corp

245 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, 69 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 19

4% more funds holding

Funds holding: 235245 (+10)

3% more capital invested

Capital invested by funds: $1.32B → $1.36B (+$39.6M)

1.09% less ownership

Funds ownership: 84.16%83.08% (-1.1%)

32% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 102

100% less call options, than puts

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

Holders
245
Holders Change
+10
Holders Change %
+4.26%
% of All Funds
3.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
69
Reduced
102
Closed
19
Calls
Puts
$796K
Net Calls
-$796K
Net Calls Change
-$9K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$226M -$4.39M -67,706 -2%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$121M +$24.4M +376,582 +25%
Vanguard Group
3
Vanguard Group
Pennsylvania
$120M -$637K -9,814 -0.5%
State Street
4
State Street
Massachusetts
$85.2M -$1.82M -28,004 -2%
Charles Schwab
5
Charles Schwab
California
$66.4M +$659K +10,155 +1%
SAM
6
Silvercrest Asset Management
New York
$55.2M -$1.41M -21,682 -2%
Victory Capital Management
7
Victory Capital Management
Texas
$48.5M -$10.4M -160,764 -18%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$46.6M -$360K -5,542 -0.8%
CCM
9
Copeland Capital Management
Pennsylvania
$41.8M -$2.43M -37,372 -5%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$39.8M -$169K -2,609 -0.4%
NPIC
11
Neumeier Poma Investment Counsel
California
$31.7M +$1.89M +29,044 +6%
NIG
12
NFJ Investment Group
Texas
$30.5M +$12.4M +191,401 +67%
BTW
13
Boston Trust Walden
Massachusetts
$24M +$24.2M +373,331 New
Northern Trust
14
Northern Trust
Illinois
$22.2M -$671K -10,337 -3%
Fuller & Thaler Asset Management
15
Fuller & Thaler Asset Management
California
$21.1M -$424K -6,538 -2%
Raymond James Financial
16
Raymond James Financial
Florida
$20.8M -$766K -11,795 -4%
Bank of America
17
Bank of America
North Carolina
$20.6M +$8.5M +130,897 +69%
Ameriprise
18
Ameriprise
Minnesota
$17.7M -$3.24M -49,977 -15%
TAM
19
Timucuan Asset Management
Florida
$12.8M +$42.2K +650 +0.3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$12.6M -$165K -2,539 -1%
Morgan Stanley
21
Morgan Stanley
New York
$11.7M -$2.28M -35,105 -16%
Goldman Sachs
22
Goldman Sachs
New York
$11.6M -$2.59M -39,935 -18%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$9.98M +$1.12M +17,315 +13%
MCM
24
Monarch Capital Management
Indiana
$9.88M -$36K -555 -0.4%
ACA
25
Aptus Capital Advisors
Alabama
$9.83M +$1.31M +20,193 +15%

LKFN Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Lakeland Financial Corp (LKFN) for Q3 2025, worth a combined $1.36B — up 3% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new LKFN positions and 19 closed out — a net gain of 12 holders — while 69 added to existing stakes and 102 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $24.4M. The largest seller was First Trust Advisors, cutting an estimated $21.7M.

  • 245 institutional investors held Lakeland Financial Corp (LKFN) as of Q3 2025, up from 235 in Q2 2025.
  • Funds reported $1.36B of Lakeland Financial Corp stock for Q3 2025, up 3% quarter-over-quarter.
  • 31 funds opened new Lakeland Financial Corp positions in Q3 2025 and 19 closed out, a net change of +12 holders.
  • The largest Lakeland Financial Corp buyer in Q3 2025 was Neuberger Berman Group, an estimated $24.4M added.
  • The largest Lakeland Financial Corp seller in Q3 2025 was First Trust Advisors, an estimated $21.7M sold.

Based on aggregated 13F filings for Q3 2025.