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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
326
Gateway Investment Advisers
Ohio
$341K
AA
327
ALPS Advisors
Colorado
$340K +$4.12K +119 +1%
GLA
328
Great Lakes Advisors
Illinois
$334K -$80.1K -2,315 -19%
HFP
329
Holistic Financial Partners
Indiana
$333K
VFA
330
Valeo Financial Advisors
Indiana
$333K -$519 -15 -0.2%
MIC
331
Meridian Investment Counsel
California
$330K -$519 -15 -0.2%
SB
332
Strategic Blueprint
Georgia
$330K -$15.2K -440 -4%
PCIA
333
Prime Capital Investment Advisors
Kansas
$329K +$80.9K +2,339 +33%
WC
334
Westhampton Capital
North Carolina
$325K +$325K +9,390 New
MFG
335
Merit Financial Group
Georgia
$324K +$324K +9,362 New
HAG
336
HighPoint Advisor Group
Illinois
$320K +$25.3K +730 +9%
JWCA
337
J.W. Cole Advisors
Florida
$319K -$2.21K -64 -0.7%
GA
338
GSG Advisors
New Jersey
$314K -$207K -5,970 -40%
KPWS
339
Kestra Private Wealth Services
Texas
$313K +$27.5K +794 +10%
URS
340
Utah Retirement Systems
Utah
$311K -$10.3K -299 -3%
William Blair & Company
341
William Blair & Company
Illinois
$310K -$105K -3,025 -25%
SFS
342
Security Financial Services
Indiana
$310K +$900 +26 +0.3%
ECM
343
Evergreen Capital Management
Washington
$305K +$9.52K +275 +3%
HH
344
Hilltop Holdings
Texas
$305K +$53.6K +1,549 +21%
IC
345
Innealta Capital
Texas
$301K +$2.32K +67 +0.8%
KFGK
346
Keystone Financial Group (Kentucky)
Kentucky
$301K -$1.79M -51,747 -86%
X
347
Xponance
Pennsylvania
$301K +$4.22K +122 +1%
MWPCG
348
Measured Wealth Private Client Group
New Hampshire
$290K +$62.5K +1,805 +27%
IAN
349
Integrated Advisors Network
Texas
$289K +$6.57K +190 +2%
BAM
350
Brave Asset Management
New Jersey
$288K