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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
EI
301
Ethic Inc
New York
$534K
RWM
302
Ritholtz Wealth Management
New York
$530K
BWM
303
BlackDiamond Wealth Management
New York
$523K
SVWAG
304
Sound View Wealth Advisors Group
Georgia
$517K
SI
305
Stephens Inc
Arkansas
$508K
BAM
306
BOS Asset Management
Illinois
$504K
AI
307
Atria Investments
North Carolina
$503K
Carson Wealth (CWM LLC)
308
Carson Wealth (CWM LLC)
Nebraska
$490K
CCG
309
Ceeto Capital Group
Florida
$484K
JIC
310
Johnson Investment Counsel
Ohio
$480K
LF
311
Lantz Financial
Illinois
$472K
TIAA Trust, National Association
312
TIAA Trust, National Association
North Carolina
$471K
CG
313
Caprock Group
Idaho
$470K
OIA
314
OneDigital Investment Advisors
Kansas
$469K
Mariner
315
Mariner
Kansas
$462K
QCG
316
Quadrant Capital Group
Ohio
$462K
SRL
317
Scientech Research LLC
New Jersey
$458K
FCM
318
Fieldview Capital Management
Michigan
$453K
FMWA
319
Forvis Mazars Wealth Advisors
Missouri
$447K
CAM
320
Cresset Asset Management
Illinois
$439K
WPC
321
Wedmont Private Capital
Pennsylvania
$435K
CCM
322
Coldstream Capital Management
Washington
$430K
XT
323
XTX Topco
Cayman Islands
$426K
CGH
324
Crossmark Global Holdings
Texas
$425K
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$425K