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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
326
Avantax Advisory Services
Texas
$404K +$32.6K +908 +9%
NCFG
327
New Century Financial Group
New Jersey
$400K -$1.15M -31,989 -74%
FMWA
328
Forvis Mazars Wealth Advisors
Missouri
$399K -$3.23K -90 -0.8%
CD
329
Chapin Davis
Maryland
$398K
JIC
330
Johnson Investment Counsel
Ohio
$392K -$1.8K -50 -0.5%
FFA
331
Farther Finance Advisors
California
$389K -$93.9K -2,607 -19%
GT
332
Greenleaf Trust
Michigan
$382K -$1.29K -36 -0.3%
BAM
333
BOS Asset Management
Illinois
$379K +$431 +12 +0.1%
CGH
334
Crossmark Global Holdings
Texas
$378K -$1.94K -54 -0.5%
OIA
335
OneDigital Investment Advisors
Kansas
$377K -$610 -17 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
336
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$377K +$377K +10,489 New
MCM
337
Mill Capital Management
North Carolina
$368K
IRC
338
Investors Research Corp
Georgia
$367K
TSS
339
Two Sigma Securities
New York
$364K +$364K +10,139 New
TCM
340
Teza Capital Management
Illinois
$360K +$84K +2,338 +30%
CCM
341
Coldstream Capital Management
Washington
$359K -$4.96K -138 -1%
Toronto Dominion Bank
342
Toronto Dominion Bank
Ontario, Canada
$359K +$108K +3,001 +43%
SB
343
Strategic Blueprint
Georgia
$358K +$37.1K +1,033 +12%
PCA
344
Pallas Capital Advisors
Massachusetts
$358K +$6.68K +186 +2%
GIA
345
Gateway Investment Advisers
Ohio
$354K +$2.55K +71 +0.7%
BC
346
Bridgefront Capital
Texas
$349K +$18.5K +516 +6%
AA
347
ALPS Advisors
Colorado
$348K +$348K +9,700 New
VFA
348
Valeo Financial Advisors
Indiana
$346K
HFP
349
Holistic Financial Partners
Indiana
$346K
MIC
350
Meridian Investment Counsel
California
$343K