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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
CL
276
COWA LLC
Oklahoma
$719K
PFGIA
277
Patriot Financial Group Insurance Agency
Massachusetts
$694K
UCFA
278
United Capital Financial Advisors
Texas
$673K
BC
279
Bridgefront Capital
Texas
$672K
CIM
280
CIM Investment Management
Pennsylvania
$663K
State of Wisconsin Investment Board
281
State of Wisconsin Investment Board
Wisconsin
$657K
CIM
282
Contravisory Investment Management
Massachusetts
$653K
JCM
283
Jacobi Capital Management
Pennsylvania
$648K
CIBC Asset Management
284
CIBC Asset Management
Ontario, Canada
$642K
EBSAM
285
Eubel Brady & Suttman Asset Management
Ohio
$632K
WI
286
WBI Investments
New Jersey
$621K
CIBC World Market
287
CIBC World Market
Ontario, Canada
$620K
Brown Advisory
288
Brown Advisory
Maryland
$609K
HIC
289
Holderness Investments Company
North Carolina
$602K
SC
290
SummitTX Capital
Texas
$600K
CIM
291
Cambria Investment Management
California
$597K
PCC
292
Park Circle Company
Maryland
$579K
BHCM
293
Brevan Howard Capital Management
Jersey
$576K
STA
294
Summit Trail Advisors
New York
$571K
PCM
295
Prelude Capital Management
New York
$569K
KeyBank National Association
296
KeyBank National Association
Ohio
$560K
GCP
297
GSA Capital Partners
United Kingdom
$554K
GIM
298
Glenmede Investment Management
Pennsylvania
$546K
SC
299
Savant Capital
Illinois
$541K
1WA
300
180 Wealth Advisors
Washington
$535K