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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 %
PL
351
Plancorp LLC
Missouri
$287K -$69 -2 -0%
SRC
352
Sage Rhino Capital
California
$285K +$13.1K +378 +5%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$281K +$281K +8,112 New
PA
354
Parallel Advisors
California
$281K -$5.47K -158 -2%
CA
355
Carson Advisory
Georgia
$280K +$3.46K +100 +1%
SWM
356
Schwallier Wealth Management
Michigan
$280K +$280K +8,082 New
BFS
357
Bradley Foster & Sargent
Connecticut
$277K -$346 -10 -0.1%
Mackenzie Financial
358
Mackenzie Financial
Ontario, Canada
$276K -$3.77M -108,895 -93%
SPIA
359
Steward Partners Investment Advisory
New York
$275K +$16.6K +479 +6%
CIBC Private Wealth Group
360
CIBC Private Wealth Group
Georgia
$273K +$12.2K +353 +5%
PWA
361
Provenance Wealth Advisors
Florida
$273K
GI
362
GAMMA Investing
California
$270K -$35.3K -1,021 -12%
PCA
363
Pallas Capital Advisors
Massachusetts
$270K -$74.7K -2,159 -22%
JSW
364
Journey Strategic Wealth
New Jersey
$269K +$269K +7,782 New
SC
365
Sapient Capital
Indiana
$264K
ONB
366
Old National Bancorp
Indiana
$261K -$21.6K -625 -8%
FFN
367
Focus Financial Network
Minnesota
$260K +$260K +7,521 New
CPSAC
368
Chas P. Smith & Associates (CPS)
Florida
$259K
SSWM
369
Smith Salley Wealth Management
North Carolina
$258K
BCI
370
Brinker Capital Investments
Pennsylvania
$256K +$256K +7,393 New
SIC
371
Salem Investment Counselors
North Carolina
$255K
C
372
Covestor
United Kingdom
$254K +$230K +6,645 +953%
SFA
373
Sequoia Financial Advisors
Ohio
$252K +$28.2K +814 +13%
M&T Bank
374
M&T Bank
New York
$251K -$14K -404 -5%
SAM
375
Smartleaf Asset Management
Massachusetts
$248K +$116K +3,361 +88%