Lincoln National
567 hedge funds and large institutions have $4.59B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 201 increasing their positions, 185 reducing their positions, and 68 closing their positions.
2.11% more ownership
Funds ownership: 75.61% → 77.72% (+2.1%)
9% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 185
6% more call options, than puts
Call options by funds: $84.9M | Put options by funds: $79.7M
0% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 68
1% less funds holding
Funds holding: 570 → 567 (-3)
1% less capital invested
Capital invested by funds: $4.62B → $4.59B (-$30.3M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$121M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$48.7M |
| 3 |
Jennison Associates
New York
|
+$41.3M |
| 4 |
Barclays
London,
United Kingdom
|
+$38.8M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$33.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$46.7M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$32.3M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$31.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$26.1M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$24.2M |
LNC Hedge Fund Activity: Q2 2025 in Review
567 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2025, worth a combined $4.59B — down 0.66% from $4.62B a quarter earlier.
Fund positioning in LNC was balanced in Q2 2025: 68 funds opened new positions, 68 closed out, 201 added to existing stakes and 185 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $121M. The largest seller was Balyasny Asset Management, cutting an estimated $46.7M.
- 567 institutional investors held Lincoln National (LNC) as of Q2 2025, down from 570 in Q1 2025.
- Funds reported $4.59B of Lincoln National stock for Q2 2025, down 0.66% quarter-over-quarter.
- 68 funds opened new Lincoln National positions in Q2 2025 and 68 closed out, a net change of 0 holders.
- The largest Lincoln National buyer in Q2 2025 was T. Rowe Price Associates, an estimated $121M added.
- The largest Lincoln National seller in Q2 2025 was Balyasny Asset Management, an estimated $46.7M sold.
Based on aggregated 13F filings for Q2 2025.