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Lincoln National

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BAM
326
BOS Asset Management
Illinois
$334K -$951 -30 -0.3%
OIA
327
OneDigital Investment Advisors
Kansas
$333K -$25.6K -806 -7%
OQS
328
Occudo Quantitative Strategies
Florida
$329K +$329K +10,363 New
AAS
329
Avantax Advisory Services
Texas
$328K -$11.5K -364 -3%
MCM
330
Mill Capital Management
North Carolina
$325K
HAG
331
HighPoint Advisor Group
Illinois
$325K +$10.1K +262 +3%
DWP
332
Daymark Wealth Partners
Ohio
$324K +$324K +10,213 New
IRC
333
Investors Research Corp
Georgia
$324K
CCIA
334
Campbell & Co Investment Adviser
Maryland
$323K +$323K +10,183 New
CCM
335
Coldstream Capital Management
Washington
$322K -$51.7K -1,629 -14%
NP
336
NorthRock Partners
Minnesota
$313K -$11.3K -356 -3%
CM
337
Capula Management
Cayman Islands
$310K +$310K +9,791 New
GIA
338
Gateway Investment Advisers
Ohio
$310K -$7.61K -240 -2%
PCA
339
Pallas Capital Advisors
Massachusetts
$310K -$33.5K -1,055 -10%
VFA
340
Valeo Financial Advisors
Indiana
$305K +$63.9K +2,015 +26%
HFP
341
Holistic Financial Partners
Indiana
$305K
MIC
342
Meridian Investment Counsel
California
$303K -$36.2K -1,143 -11%
LIM
343
Longfellow Investment Management
Massachusetts
$302K -$19.4K -611 -6%
PCMC
344
Paragon Capital Management (Colorado)
Colorado
$298K -$3.2K -101 -1%
URS
345
Utah Retirement Systems
Utah
$295K
Mercer Global Advisors
346
Mercer Global Advisors
Colorado
$293K +$16.3K +513 +6%
BC
347
Bridgefront Capital
Texas
$292K +$292K +9,203 New
WC
348
Westhampton Capital
North Carolina
$288K +$288K +9,090 New
LIM
349
Leavell Investment Management
Alabama
$287K
SB
350
Strategic Blueprint
Georgia
$283K -$21.5K -677 -7%