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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
351
OneDigital Investment Advisors
Kansas
$340K
IRC
352
Investors Research Corp
Georgia
$337K
KPWS
353
Kestra Private Wealth Services
Texas
$335K
VIP
354
Vista Investment Partners
Oklahoma
$325K
MIC
355
Meridian Investment Counsel
California
$323K
MAM
356
MMA Asset Management
Pennsylvania
$321K
SFS
357
Security Financial Services
Indiana
$320K
URS
358
Utah Retirement Systems
Utah
$320K
MFG
359
Merit Financial Group
Georgia
$312K
GT
360
Glenmede Trust
Pennsylvania
$310K
BAM
361
Brave Asset Management
New Jersey
$310K
IAN
362
Integrated Advisors Network
Texas
$308K
GI
363
GAMMA Investing
California
$307K
PWPS
364
Pinnacle Wealth Planning Services
Ohio
$306K
NSIM
365
North Star Investment Management
Illinois
$306K
CBU
366
CIBC Bancorp USA
Illinois
$302K
FMWA
367
Forvis Mazars Wealth Advisors
Missouri
$300K
CAM
368
Concorde Asset Management
Michigan
$293K
MCM
369
Mill Capital Management
North Carolina
$292K
SRC
370
Sage Rhino Capital
California
$290K
HI
371
Harbour Investments
Wisconsin
$286K
VT
372
Vise Technologies
New York
$285K
HH
373
Hilltop Holdings
Texas
$284K
JSW
374
Journey Strategic Wealth
New Jersey
$284K
BFS
375
Bradley Foster & Sargent
Connecticut
$284K