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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 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:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

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

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
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 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
251
Phillips Financial Management
Indiana
$881K
DADC
252
D.A. Davidson & Co
Montana
$866K
IAA
253
Independent Advisor Alliance
North Carolina
$859K
SPC
254
Sigma Planning Corp
Michigan
$852K
OFG
255
OmniStar Financial Group
North Carolina
$845K
IAIM
256
International Assets Investment Management
Florida
$844K
CA
257
Cullinan Associates
Kentucky
$839K
SAI
258
Systematic Alpha Investments
New Jersey
$836K
Alyeska Investment Group
259
Alyeska Investment Group
Illinois
$826K
Grantham, Mayo, Van Otterloo & Co (GMO)
260
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$822K
Creative Planning
261
Creative Planning
Kansas
$820K
MML Investors Services
262
MML Investors Services
Massachusetts
$819K
1IA
263
1620 Investment Advisors
Massachusetts
$816K
DC
264
Davenport & Co
Virginia
$788K
FRM
265
Fox Run Management
Connecticut
$788K
PFS
266
Prospera Financial Services
Texas
$782K
AWM
267
AE Wealth Management
Kansas
$770K
MOACM
268
Mutual of America Capital Management
New York
$762K
MIM
269
MTM Investment Management
South Carolina
$751K
CIA
270
Concurrent Investment Advisors
Florida
$749K
WA
271
WESPAC Advisors
California
$737K
CB
272
Commerce Bank
Missouri
$734K
KWM
273
Kingsview Wealth Management
Oregon
$730K
Public Employees Retirement Association of Colorado
274
Public Employees Retirement Association of Colorado
Colorado
$725K
S
275
SignatureFD
Georgia
$723K