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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
251
HFG Advisors
Ohio
$870K +$570K +15,866 +190%
BCFD
252
Boit C.F. David
$861K
Fifth Third Bancorp
253
Fifth Third Bancorp
Ohio
$860K -$1.76K -49 -0.2%
DTL
254
Dynamic Technology Lab
Singapore
$835K +$835K +23,250 New
SM
255
Sciencast Management
New Jersey
$809K -$1.75M -48,617 -68%
HWM
256
HB Wealth Management
Georgia
$802K +$6.43K +179 +0.8%
IAA
257
Independent Advisor Alliance
North Carolina
$801K +$44.7K +1,245 +6%
AIM
258
Aigen Investment Management
New York
$798K +$241K +6,702 +43%
SRL
259
Scientech Research LLC
New Jersey
$791K +$791K +22,018 New
PFM
260
Phillips Financial Management
Indiana
$775K +$2.23K +62 +0.3%
GC
261
Guggenheim Capital
Illinois
$753K +$238K +6,620 +46%
CA
262
Cullinan Associates
Kentucky
$747K
MML Investors Services
263
MML Investors Services
Massachusetts
$746K -$26.8K -745 -3%
OFG
264
OmniStar Financial Group
North Carolina
$745K +$3.3K +92 +0.4%
SAI
265
Systematic Alpha Investments
New Jersey
$745K
RFA
266
Register Financial Advisors
Georgia
$738K +$108 +3 +0%
CL
267
COWA LLC
Oklahoma
$720K +$35.2K +981 +5%
1C
268
111 Capital
France
$718K +$718K +19,991 New
ACA
269
Atlas Capital Advisors
Wyoming
$708K +$691K +19,234 +4,084%
1IA
270
1620 Investment Advisors
Massachusetts
$705K +$7.47K +208 +1%
Focus Partners Wealth
271
Focus Partners Wealth
Massachusetts
$701K +$197K +5,486 +39%
Creative Planning
272
Creative Planning
Kansas
$700K -$159K -4,416 -18%
AWM
273
AE Wealth Management
Kansas
$694K +$9.37K +261 +1%
CI
274
Conning Inc
Connecticut
$694K +$694K +19,329 New
PFGIA
275
Patriot Financial Group Insurance Agency
Massachusetts
$679K -$13.1K -365 -2%