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Lincoln National
LNC

Overview Fund Activity

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M

Top Buyers

1
HAI
Hennessy Advisors Inc
California
+$54.2M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$36.2M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$22.5M
4
WAM
Weiss Asset Management
Massachusetts
+$20.9M
5
First Trust Advisors
First Trust Advisors
Illinois
+$13.8M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$29.4M
2
Citadel Advisors
Citadel Advisors
Florida
-$25.5M
3
NVIM
New Vernon Investment Management
Illinois
-$20M
4
Geode Capital Management
Geode Capital Management
Massachusetts
-$18.8M
5
Two Sigma Investments
Two Sigma Investments
New York
-$14.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
301
Corton Capital
Ontario, Canada
$431K +$431K +13,590 New
MC
302
Matisse Capital
Oregon
$428K – – –
FFA
303
Farther Finance Advisors
California
$426K -$920 -29 -0.2%
SVWAG
304
Sound View Wealth Advisors Group
Georgia
$424K +$1.17K +37 +0.3%
CIA
305
Concurrent Investment Advisors
Florida
$418K -$27.2K -858 -6%
AWS
306
Atria Wealth Solutions
New York
$416K -$216K -6,801 -34%
TIAA Trust, National Association
307
TIAA Trust, National Association
North Carolina
$410K +$4.12K +130 +1%
Brown Advisory
308
Brown Advisory
Maryland
$405K -$920 -29 -0.2%
CCG
309
Ceeto Capital Group
Florida
$381K – – –
Walleye Capital
310
Walleye Capital
New York
$378K -$988K -31,156 -72%
Mitsubishi UFJ Trust & Banking
311
Mitsubishi UFJ Trust & Banking
Japan
$374K -$40.4K -1,274 -10%
KIM
312
Kestra Investment Management
Texas
$372K -$15.9K -501 -4%
GAM
313
Gotham Asset Management
New York
$372K +$16.6K +524 +5%
AHL
314
Abel Hall LLC
Louisiana
$363K +$63 +2 +0%
USAA
315
United Services Automobile Association
Texas
$363K – – –
SOW
316
State of Wyoming
Wyoming
$359K +$110K +3,467 +44%
FMWA
317
Forvis Mazars Wealth Advisors
Missouri
$355K +$10.7K +338 +3%
CD
318
Chapin Davis
Maryland
$349K – – –
PCM
319
Prelude Capital Management
New York
$349K – – –
JIC
320
Johnson Investment Counsel
Ohio
$347K +$1.59K +50 +0.5%
William Blair & Company
321
William Blair & Company
Illinois
$345K -$2.95K -93 -0.8%
EI
322
Ethic Inc
New York
$341K +$53K +1,670 +18%
GT
323
Greenleaf Trust
Michigan
$338K -$4.5K -142 -1%
CGH
324
Crossmark Global Holdings
Texas
$335K -$158 -5 -0%
EWA
325
EP Wealth Advisors
California
$334K +$47.8K +1,507 +17%
11 12
13
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