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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EBSAM
276
Eubel Brady & Suttman Asset Management
Ohio
$542K
TI
277
Tidal Investments
Wisconsin
$526K +$40.6K +1,172 +8%
HIC
278
Holderness Investments Company
North Carolina
$517K
PCC
279
Park Circle Company
Maryland
$497K
KeyBank National Association
280
KeyBank National Association
Ohio
$496K +$249K +7,199 +101%
1WA
281
180 Wealth Advisors
Washington
$485K -$29.3K -846 -6%
KIM
282
Kestra Investment Management
Texas
$485K +$198K +5,591 +69%
IP
283
Intellectus Partners
California
$478K -$13.3K -383 -3%
BWM
284
BlackDiamond Wealth Management
New York
$471K -$7.71K -221 -2%
CIBC World Market
285
CIBC World Market
Ontario, Canada
$469K +$36.7K +1,060 +8%
Capstone Investment Advisors
286
Capstone Investment Advisors
New York
$468K +$468K +13,520 New
MC
287
Matisse Capital
Oregon
$467K
BMCM
288
Burns Matteson Capital Management
New York
$467K +$467K +13,492 New
SC
289
Savant Capital
Illinois
$465K -$856K -24,735 -65%
PCM
290
Prelude Capital Management
New York
$460K -$46.4K -1,340 -9%
Carson Wealth (CWM LLC)
291
Carson Wealth (CWM LLC)
Nebraska
$459K -$145K -4,174 -24%
GIM
292
Glenmede Investment Management
Pennsylvania
$455K +$455K +13,144 New
VIM
293
Vinva Investment Management
Australia
$443K +$443K +8,369 New
SVWAG
294
Sound View Wealth Advisors Group
Georgia
$443K +$5.57K +161 +1%
Group One Trading
295
Group One Trading
Illinois
$440K +$440K +12,712 New
SI
296
Stephens Inc
Arkansas
$436K -$37.2K -1,075 -8%
BAM
297
BOS Asset Management
Illinois
$430K +$64.8K +1,872 +18%
QCG
298
Quadrant Capital Group
Ohio
$428K -$1.66K -48 -0.4%
EWA
299
EP Wealth Advisors
California
$425K +$6.78K +196 +2%
CMF
300
Counterpoint Mutual Funds
California
$420K +$420K +12,140 New