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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
X
301
Xponance
Pennsylvania
$461K -$2.12K -59 -0.5%
IWC
302
Integrated Wealth Concepts
Massachusetts
$446K +$213K +5,921 +88%
EWA
303
EP Wealth Advisors
California
$444K +$77.8K +2,164 +21%
William Blair & Company
304
William Blair & Company
Illinois
$436K +$64.1K +1,782 +17%
CIBC World Market
305
CIBC World Market
Ontario, Canada
$435K -$48.9K -1,360 -10%
1WA
306
180 Wealth Advisors
Washington
$435K -$33.6K -934 -7%
BAM
307
BOS Asset Management
Illinois
$435K -$1.65K -46 -0.4%
LF
308
Lantz Financial
Illinois
$425K -$108 -3 -0%
SI
309
Stephens Inc
Arkansas
$424K
CCG
310
Ceeto Capital Group
Florida
$424K
JIC
311
Johnson Investment Counsel
Ohio
$422K +$971 +27 +0.2%
SC
312
Savant Capital
Illinois
$418K +$46.8K +1,301 +13%
Rockefeller Capital Management
313
Rockefeller Capital Management
New York
$414K +$156K +4,335 +59%
QCG
314
Quadrant Capital Group
Ohio
$403K -$539 -15 -0.1%
AAP
315
Arax Advisory Partners
Colorado
$402K +$409K +11,385 New
SLAM
316
Swiss Life Asset Management
$402K +$38.3K +1,065 +10%
EI
317
EFG International
$396K +$14.9K +413 +4%
SCM
318
Sterling Capital Management
North Carolina
$391K -$1.67M -46,348 -81%
CCM
319
Coldstream Capital Management
Washington
$391K -$683 -19 -0.2%
CGH
320
Crossmark Global Holdings
Texas
$390K
MAM
321
MMA Asset Management
Pennsylvania
$379K +$60.4K +1,680 +19%
BAM
322
Blueshift Asset Management
New Jersey
$374K +$381K +10,585 New
AI
323
Atria Investments
North Carolina
$367K -$53.8K -1,495 -13%
BPAMU
324
BTG Pactual Asset Management US
New York
$364K +$370K +10,287 New
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
$361K +$367K +10,200 New

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.