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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Pictet Asset Management
226
Pictet Asset Management
Switzerland
$875K -$306K -8,846 -26%
Mariner
227
Mariner
Kansas
$875K -$225K -6,493 -20%
Bessemer Group
228
Bessemer Group
New Jersey
$855K -$788K -22,724 -48%
LWANC
229
Laurel Wealth Advisors (North Carolina)
North Carolina
$852K +$827K +28,628 +3,360%
IAIM
230
International Assets Investment Management
Florida
$838K -$835K -24,143 -50%
BCFD
231
Boit C.F. David
$830K
SPC
232
Sigma Planning Corp
Michigan
$829K -$112K -3,248 -12%
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$812K -$16.7K -484 -2%
NAAA
234
New Age Alpha Advisors
New York
$811K -$40.2K -1,162 -5%
DADC
235
D.A. Davidson & Co
Montana
$803K -$49.8K -1,439 -6%
DAS
236
Diversify Advisory Services
Utah
$777K +$777K +19,583 New
CL
237
COWA LLC
Oklahoma
$776K +$82.4K +2,380 +12%
IAA
238
Independent Advisor Alliance
North Carolina
$765K -$7.02K -203 -0.9%
MOACM
239
Mutual of America Capital Management
New York
$759K -$99.4K -2,873 -12%
EMPI
240
Elo Mutual Pension Insurance
Finland
$752K -$223K -6,437 -23%
Boston Partners
241
Boston Partners
Massachusetts
$750K +$750K +21,687 New
HA
242
HFG Advisors
Ohio
$749K -$89.6K -2,589 -11%
PFM
243
Phillips Financial Management
Indiana
$747K +$381 +11 +0.1%
PIWA
244
Prevail Innovative Wealth Advisors
Kansas
$746K +$746K +21,571 New
MML Investors Services
245
MML Investors Services
Massachusetts
$746K +$27.6K +797 +4%
HWM
246
HB Wealth Management
Georgia
$726K -$46.3K -1,339 -6%
OFG
247
OmniStar Financial Group
North Carolina
$721K +$3.7K +107 +0.5%
CA
248
Cullinan Associates
Kentucky
$720K
SAI
249
Systematic Alpha Investments
New Jersey
$718K
SC
250
SummitTX Capital
Texas
$711K +$173K +5,011 +32%