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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
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$531K
UCFA
302
United Capital Financial Advisors
Texas
$529K
SWP
303
Stratos Wealth Partners
Ohio
$527K
CL
304
COWA LLC
Oklahoma
$512K
HIC
305
Holderness Investments Company
North Carolina
$507K
CIBC World Market
306
CIBC World Market
Ontario, Canada
$485K
1WA
307
180 Wealth Advisors
Washington
$470K
Parallax Volatility Advisers
308
Parallax Volatility Advisers
California
$469K
X
309
Xponance
Pennsylvania
$465K
SVWAG
310
Sound View Wealth Advisors Group
Georgia
$457K
FAMI
311
Fideuram Asset Management (Ireland)
$453K
Walleye Capital
312
Walleye Capital
New York
$448K
BWM
313
BlackDiamond Wealth Management
New York
$448K
BAM
314
BOS Asset Management
Illinois
$438K
SOW
315
State of Wyoming
Wyoming
$434K
IFU
316
iSAM Funds (UK)
United Kingdom
$433K
LF
317
Lantz Financial
Illinois
$427K
SI
318
Stephens Inc
Arkansas
$426K
CCG
319
Ceeto Capital Group
Florida
$426K
JIC
320
Johnson Investment Counsel
Ohio
$423K
AI
321
Atria Investments
North Carolina
$421K
BMCM
322
Burns Matteson Capital Management
New York
$418K
ECM
323
Evergreen Capital Management
Washington
$414K
BIG
324
Brooklyn Investment Group
New York
$410K
QCG
325
Quadrant Capital Group
Ohio
$405K