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Lincoln National

601 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 193 increasing their positions, 194 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 194

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.9% less ownership

Funds ownership: 77.71%70.81% (-6.9%)

Holders
601
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$75.2M
2 +$54.3M
3 +$45.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.8M
5
Jennison Associates
Jennison Associates
New York
+$40.9M

Top Sellers

1 -$48.5M
2 -$33.8M
3 -$33.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
251
Winton Group
United Kingdom
$887K
BC
252
Bayforest Capital
United Kingdom
$886K
PFM
253
Phillips Financial Management
Indiana
$881K
DADC
254
D.A. Davidson & Co
Montana
$866K
IAA
255
Independent Advisor Alliance
North Carolina
$859K
SPC
256
Sigma Planning Corp
Michigan
$852K
OFG
257
OmniStar Financial Group
North Carolina
$845K
IAIM
258
International Assets Investment Management
Florida
$844K
CA
259
Cullinan Associates
Kentucky
$839K
SAI
260
Systematic Alpha Investments
New Jersey
$836K
Alyeska Investment Group
261
Alyeska Investment Group
Illinois
$826K
Grantham, Mayo, Van Otterloo & Co (GMO)
262
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$822K
Creative Planning
263
Creative Planning
Kansas
$820K
MML Investors Services
264
MML Investors Services
Massachusetts
$819K
1IA
265
1620 Investment Advisors
Massachusetts
$816K
DC
266
Davenport & Co
Virginia
$788K
FRM
267
Fox Run Management
Connecticut
$788K
PFS
268
Prospera Financial Services
Texas
$782K
AWM
269
AE Wealth Management
Kansas
$770K
MOACM
270
Mutual of America Capital Management
New York
$762K
MIM
271
MTM Investment Management
South Carolina
$751K
CIA
272
Concurrent Investment Advisors
Florida
$749K
WA
273
WESPAC Advisors
California
$737K
CB
274
Commerce Bank
Missouri
$734K
KWM
275
Kingsview Wealth Management
Oregon
$730K