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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 %
IP
301
Intellectus Partners
California
$510K -$27.7K -771 -5%
TI
302
Tidal Investments
Wisconsin
$503K -$234K -6,527 -32%
FCM
303
Fieldview Capital Management
Michigan
$502K +$502K +13,992 New
GA
304
GSG Advisors
New Jersey
$496K +$496K +15,036 New
I
305
InceptionR
California
$496K +$496K +13,819 New
SI
306
Stephens Inc
Arkansas
$491K -$8.08K -225 -2%
MC
307
Matisse Capital
Oregon
$485K
CIA
308
Concurrent Investment Advisors
Florida
$467K -$6.93K -193 -1%
Brown Advisory
309
Brown Advisory
Maryland
$463K +$4.31K +120 +0.9%
BWM
310
BlackDiamond Wealth Management
New York
$458K -$72.3K -2,167 -14%
SVWAG
311
Sound View Wealth Advisors Group
Georgia
$454K -$26.3K -732 -5%
BAM
312
Blueshift Asset Management
New Jersey
$449K +$449K +12,504 New
CIBC World Market
313
CIBC World Market
Ontario, Canada
$448K -$72.9K -2,031 -14%
EI
314
Ethic Inc
New York
$446K +$59.5K +1,653 +15%
QCG
315
Quadrant Capital Group
Ohio
$446K +$290K +8,075 +186%
EWA
316
EP Wealth Advisors
California
$434K +$55.8K +1,554 +15%
CCG
317
Ceeto Capital Group
Florida
$431K
William Blair & Company
318
William Blair & Company
Illinois
$430K +$39.6K +1,102 +10%
GLA
319
Great Lakes Advisors
Illinois
$430K +$187K +5,209 +77%
AWS
320
Atria Wealth Solutions
New York
$429K -$42.5K -1,183 -9%
CC
321
Centiva Capital
New York
$428K +$428K +11,906 New
TIAA Trust, National Association
322
TIAA Trust, National Association
North Carolina
$424K -$39.9K -1,110 -9%
SOW
323
State of Wyoming
Wyoming
$418K +$11K +305 +3%
CAM
324
Cresset Asset Management
Illinois
$410K -$90.6K -2,523 -18%
USAA
325
United Services Automobile Association
Texas
$409K