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Lincoln National

616 hedge funds and large institutions have $6.97B invested in Lincoln National in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 212 increasing their positions, 183 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 601616 (+15)

0% more funds holding in top 10

Funds holding in top 10: 88 (0)

24% less call options, than puts

Call options by funds: $101M | Put options by funds: $133M

Holders
616
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
$101M
Puts
$133M
Net Calls
Net Calls Change

Top Sellers

1 -$86.5M
2 -$39.4M
3 -$27.8M
4
AU
Algebris (UK)
United Kingdom
-$21.2M
5
Squarepoint
Squarepoint
New York
-$12.8M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
251
Independent Advisor Alliance
North Carolina
$1M
WI
252
WBI Investments
New Jersey
$992K
RWM
253
Ritholtz Wealth Management
New York
$984K
KeyBank National Association
254
KeyBank National Association
Ohio
$977K
PFM
255
Phillips Financial Management
Indiana
$975K
SWP
256
Stratos Wealth Partners
Ohio
$972K
DAS
257
Diversify Advisory Services
Utah
$933K
PP
258
Prudential plc
United Kingdom
$931K
CA
259
Cullinan Associates
Kentucky
$926K
DADC
260
D.A. Davidson & Co
Montana
$925K
SAI
261
Systematic Alpha Investments
New Jersey
$923K
MWPCG
262
Measured Wealth Private Client Group
New Hampshire
$922K
OFG
263
OmniStar Financial Group
North Carolina
$916K
1IA
264
1620 Investment Advisors
Massachusetts
$912K
SPC
265
Sigma Planning Corp
Michigan
$911K
PFS
266
Prospera Financial Services
Texas
$909K
GC
267
Grimes & Company
Massachusetts
$909K
D.E. Shaw & Co
268
D.E. Shaw & Co
New York
$893K
Grantham, Mayo, Van Otterloo & Co (GMO)
269
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$891K
Creative Planning
270
Creative Planning
Kansas
$891K
DC
271
Davenport & Co
Virginia
$873K
KWM
272
Kingsview Wealth Management
Oregon
$869K
MOACM
273
Mutual of America Capital Management
New York
$860K
MIM
274
MTM Investment Management
South Carolina
$829K
Mariner
275
Mariner
Kansas
$815K