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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
251
NewEdge Advisors
Louisiana
$870K
SFI
252
Susquehanna Fundamental Investments
Pennsylvania
$853K
AC
253
Allstate Corporation
Illinois
$849K
FFA
254
Farther Finance Advisors
California
$841K
KeyBank National Association
255
KeyBank National Association
Ohio
$834K
DAS
256
Diversify Advisory Services
Utah
$830K
HA
257
HFG Advisors
Ohio
$827K
NAAA
258
New Age Alpha Advisors
New York
$826K
Marshall Wace
259
Marshall Wace
United Kingdom
$825K
IAIM
260
International Assets Investment Management
Florida
$815K
OC
261
Oppenheimer & Co
New York
$800K
CWM
262
Cornerstone Wealth Management
Missouri
$782K
SIM
263
Studio Investment Management
Illinois
$779K
SPIA
264
Steward Partners Investment Advisory
New York
$755K
QT
265
Quantbot Technologies
New York
$739K
CA
266
Cullinan Associates
Kentucky
$738K
SAI
267
Systematic Alpha Investments
New Jersey
$736K
OFG
268
OmniStar Financial Group
North Carolina
$733K
Creative Planning
269
Creative Planning
Kansas
$724K
1IA
270
1620 Investment Advisors
Massachusetts
$719K
DADC
271
D.A. Davidson & Co
Montana
$711K
BCFD
272
Boit C.F. David
$710K
SG Americas Securities
273
SG Americas Securities
New York
$704K
DC
274
Davenport & Co
Virginia
$698K
CIM
275
Cambria Investment Management
California
$693K