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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
PFS
276
Prospera Financial Services
Texas
$691K
SPC
277
Sigma Planning Corp
Michigan
$690K
MOACM
278
Mutual of America Capital Management
New York
$687K
AWM
279
AE Wealth Management
Kansas
$682K
DA
280
Denali Advisors
California
$670K
EPW
281
Evolve Private Wealth
California
$669K
MIM
282
MTM Investment Management
South Carolina
$661K
KWM
283
Kingsview Wealth Management
Oregon
$660K
S
284
SignatureFD
Georgia
$651K
Mercer Global Advisors
285
Mercer Global Advisors
Colorado
$649K
CB
286
Commerce Bank
Missouri
$641K
Public Employees Retirement Association of Colorado
287
Public Employees Retirement Association of Colorado
Colorado
$638K
SAM
288
Sagewood Asset Management
New York
$638K
VOYA Investment Management
289
VOYA Investment Management
Georgia
$622K
PFM
290
Phillips Financial Management
Indiana
$606K
Walleye Trading
291
Walleye Trading
New York
$602K
CIBC Asset Management
292
CIBC Asset Management
Ontario, Canada
$600K
EI
293
Ethic Inc
New York
$582K
CIM
294
CIM Investment Management
Pennsylvania
$581K
SAM
295
Storebrand Asset Management
Norway
$571K
JCM
296
Jacobi Capital Management
Pennsylvania
$568K
KCM
297
Kendall Capital Management
Maryland
$564K
EBSAM
298
Eubel Brady & Suttman Asset Management
Ohio
$556K
CG
299
Caprock Group
Idaho
$555K
Brown Advisory
300
Brown Advisory
Maryland
$550K