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Lincoln National

595 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.99% less ownership

Funds ownership: 77.77%70.78% (-7%)

Holders
595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
URS
351
Utah Retirement Systems
Utah
$363K
X
352
Xponance
Pennsylvania
$362K
SFS
353
Security Financial Services
Indiana
$362K
IAN
354
Integrated Advisors Network
Texas
$352K
BAM
355
Brave Asset Management
New Jersey
$352K
IC
356
Innealta Capital
Texas
$351K
HH
357
Hilltop Holdings
Texas
$346K
GI
358
GAMMA Investing
California
$344K
MWPCG
359
Measured Wealth Private Client Group
New Hampshire
$340K
MAM
360
MMA Asset Management
Pennsylvania
$337K
PWPS
361
Pinnacle Wealth Planning Services
Ohio
$337K
SRC
362
Sage Rhino Capital
California
$334K
I
363
InceptionR
California
$332K
PA
364
PharVision Advisers
Florida
$326K
MF
365
Magnetar Financial
Illinois
$325K
SPIA
366
Steward Partners Investment Advisory
New York
$323K
BFS
367
Bradley Foster & Sargent
Connecticut
$323K
CA
368
Carson Advisory
Georgia
$321K
JSW
369
Journey Strategic Wealth
New Jersey
$319K
PWA
370
Provenance Wealth Advisors
Florida
$318K
FFM
371
Forum Financial Management
Illinois
$317K
SLAML
372
Swiss Life Asset Management Ltd
$317K
PCA
373
Pallas Capital Advisors
Massachusetts
$316K
FFN
374
Focus Financial Network
Minnesota
$315K
SC
375
Sapient Capital
Indiana
$308K