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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
PP
326
Prudential plc
United Kingdom
$403K
WPC
327
Wedmont Private Capital
Pennsylvania
$403K
CAM
328
Cresset Asset Management
Illinois
$397K
CCM
329
Coldstream Capital Management
Washington
$394K
CGH
330
Crossmark Global Holdings
Texas
$392K
Assenagon Asset Management
331
Assenagon Asset Management
Luxembourg
$387K
WWM
332
Western Wealth Management
Colorado
$386K
EI
333
EFG International
$383K
AWP
334
Abacus Wealth Partners
California
$381K
William Blair & Company
335
William Blair & Company
Illinois
$374K
Carson Wealth (CWM LLC)
336
Carson Wealth (CWM LLC)
Nebraska
$370K
EWA
337
EP Wealth Advisors
California
$369K
Ensign Peak Advisors
338
Ensign Peak Advisors
Utah
$368K
GT
339
Greenleaf Trust
Michigan
$366K
SC
340
Savant Capital
Illinois
$366K
SLAM
341
Swiss Life Asset Management
$366K
TCIIS
342
TIAA-CREF Individual & Institutional Services
New York
$363K
LIA
343
Lynx Investment Advisory
District of Columbia
$356K
LNWTC
344
Laird Norton Wetherby Trust Company
Washington
$349K
IP
345
Intellectus Partners
California
$347K
PCIA
346
Prime Capital Investment Advisors
Kansas
$345K
SB
347
Strategic Blueprint
Georgia
$345K
IFG
348
Independent Financial Group
California
$344K
HFP
349
Holistic Financial Partners
Indiana
$342K
VFA
350
Valeo Financial Advisors
Indiana
$342K