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Lincoln National

562 hedge funds and large institutions have $4.59B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 201 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$84.9M
Puts
$79.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
351
Measured Wealth Private Client Group
New Hampshire
$290K
IAN
352
Integrated Advisors Network
Texas
$289K
BAM
353
Brave Asset Management
New Jersey
$288K
PL
354
Plancorp LLC
Missouri
$287K
SRC
355
Sage Rhino Capital
California
$285K
Mercer Global Advisors
356
Mercer Global Advisors
Colorado
$281K
PA
357
Parallel Advisors
California
$281K
CA
358
Carson Advisory
Georgia
$280K
SWM
359
Schwallier Wealth Management
Michigan
$280K
BFS
360
Bradley Foster & Sargent
Connecticut
$277K
Mackenzie Financial
361
Mackenzie Financial
Ontario, Canada
$276K
SPIA
362
Steward Partners Investment Advisory
New York
$275K
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$273K
PWA
364
Provenance Wealth Advisors
Florida
$273K
GI
365
GAMMA Investing
California
$270K
PCA
366
Pallas Capital Advisors
Massachusetts
$270K
JSW
367
Journey Strategic Wealth
New Jersey
$269K
SC
368
Sapient Capital
Indiana
$264K
ONB
369
Old National Bancorp
Indiana
$261K
FFN
370
Focus Financial Network
Minnesota
$260K
CPSAC
371
Chas P. Smith & Associates (CPS)
Florida
$259K
SSWM
372
Smith Salley Wealth Management
North Carolina
$258K
BCI
373
Brinker Capital Investments
Pennsylvania
$256K
SIC
374
Salem Investment Counselors
North Carolina
$255K
C
375
Covestor
United Kingdom
$254K