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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
MIM
276
MTM Investment Management
South Carolina
$670K
CB
277
Commerce Bank
Missouri
$653K -$718 -20 -0.1%
KWM
278
Kingsview Wealth Management
Oregon
$651K -$3.48K -97 -0.5%
Public Employees Retirement Association of Colorado
279
Public Employees Retirement Association of Colorado
Colorado
$645K
S
280
SignatureFD
Georgia
$641K +$3.63K +101 +0.6%
State of Wisconsin Investment Board
281
State of Wisconsin Investment Board
Wisconsin
$632K +$62.4K +1,738 +11%
Carson Wealth (CWM LLC)
282
Carson Wealth (CWM LLC)
Nebraska
$626K +$47.6K +1,325 +8%
CL
283
Choreo LLC
Illinois
$623K +$60.7K +1,689 +11%
TPM
284
Triasima Portfolio Management
Quebec, Canada
$619K
AWG
285
Altus Wealth Group
Colorado
$615K +$126K +3,512 +26%
CIM
286
Contravisory Investment Management
Massachusetts
$607K -$4.53K -126 -0.7%
WSFS
287
Wilmington Savings Fund Society
Delaware
$605K -$5.57K -155 -0.9%
CIM
288
CIM Investment Management
Pennsylvania
$599K -$395 -11 -0.1%
PFS
289
Prospera Financial Services
Texas
$597K -$11K -305 -2%
UCFA
290
United Capital Financial Advisors
Texas
$587K -$39K -1,087 -6%
PTC
291
Petrus Trust Company
Texas
$579K +$65.7K +1,829 +13%
JCM
292
Jacobi Capital Management
Pennsylvania
$569K -$2.69K -75 -0.5%
Grantham, Mayo, Van Otterloo & Co (GMO)
293
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$566K -$44.1K -1,228 -7%
EBSAM
294
Eubel Brady & Suttman Asset Management
Ohio
$563K
SC
295
SummitTX Capital
Texas
$558K +$558K +15,533 New
HIC
296
Holderness Investments Company
North Carolina
$536K -$14.2K -396 -3%
BHCM
297
Brevan Howard Capital Management
Jersey
$535K -$2.11M -58,740 -80%
1WA
298
180 Wealth Advisors
Washington
$533K -$5.35K -149 -1%
PCM
299
Prelude Capital Management
New York
$526K +$131K +3,637 +33%
PCC
300
Park Circle Company
Maryland
$516K +$516K +14,360 New