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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 %
WPC
351
Wedmont Private Capital
Pennsylvania
$283K +$631 +21 +0.2%
BAM
352
Brave Asset Management
New Jersey
$280K
GT
353
Glenmede Trust
Pennsylvania
$279K -$83.8K -2,642 -23%
CIBC Private Wealth Group
354
CIBC Private Wealth Group
Georgia
$277K
SFS
355
Security Financial Services
Indiana
$277K +$666 +21 +0.2%
VIM
356
Vinva Investment Management
Australia
$276K +$276K +5,443 New
CA
357
Carson Advisory
Georgia
$276K +$276K +8,700 New
HH
358
Hilltop Holdings
Texas
$275K -$6.31K -199 -2%
ECM
359
Evergreen Capital Management
Washington
$270K
SPIA
360
Steward Partners Investment Advisory
New York
$268K +$7.64K +241 +3%
HA
361
HFG Advisors
Ohio
$265K +$265K +8,360 New
ONB
362
Old National Bancorp
Indiana
$263K -$4.09K -129 -2%
PA
363
Parallel Advisors
California
$262K +$4.54K +143 +2%
PL
364
Plancorp LLC
Missouri
$262K +$349 +11 +0.1%
M&T Bank
365
M&T Bank
New York
$260K -$4.6K -145 -2%
ET
366
Entropy Technologies
New York
$258K -$558K -17,603 -68%
KeyBank National Association
367
KeyBank National Association
Ohio
$256K -$142K -4,467 -36%
BFS
368
Bradley Foster & Sargent
Connecticut
$254K
X
369
Xponance
Pennsylvania
$253K +$44.5K +1,404 +21%
SRC
370
Sage Rhino Capital
California
$252K -$4.88K -154 -2%
PWA
371
Provenance Wealth Advisors
Florida
$250K
MF
372
Magnetar Financial
Illinois
$249K +$249K +7,861 New
AI
373
Atria Investments
North Carolina
$249K +$249K +7,852 New
TCM
374
Teza Capital Management
Illinois
$243K -$970K -30,581 -80%
SC
375
Sapient Capital
Indiana
$242K