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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
EHWM
376
Eads & Heald Wealth Management
Georgia
$244K -$9.84K -285 -4%
TTWM
377
TCV Trust & Wealth Management
Virginia
$238K
WTFG
378
Wood Tarver Financial Group
Idaho
$233K
TCM
379
Teza Capital Management
Illinois
$232K -$114K -3,297 -33%
SIS
380
Sound Income Strategies
Florida
$232K +$214K +6,181 +1,189%
MAS
381
Meeder Advisory Services
Ohio
$230K +$3.56K +103 +2%
FFM
382
Forum Financial Management
Illinois
$227K +$12.6K +363 +6%
DT
383
Diversified Trust
Tennessee
$227K -$173 -5 -0.1%
RIL
384
Rothschild Investment LLC
Illinois
$225K +$484 +14 +0.2%
SFC
385
SYM Financial Corp
Indiana
$225K -$22.9K -662 -9%
ECM
386
Everence Capital Management
Indiana
$222K
PCMC
387
Paragon Capital Management (Colorado)
Colorado
$219K -$111K -3,214 -34%
VDI
388
Vaughan David Investments
Illinois
$218K
SL
389
Sentry LLC
Tennessee
$218K
LIM
390
Leavell Investment Management
Alabama
$217K -$49.2K -1,423 -19%
SCM
391
Shelton Capital Management
Colorado
$215K -$7.13K -206 -3%
PI
392
PFG Investments
New York
$209K -$98K -2,833 -32%
AWG
393
Altus Wealth Group
Colorado
$209K -$383K -11,082 -65%
WF
394
Welch & Forbes
Massachusetts
$208K
EF
395
Empowered Funds
Pennsylvania
$207K -$1.84M -53,134 -90%
AWM
396
Apollon Wealth Management
South Carolina
$207K -$8.96K -259 -4%
AI
397
Atria Investments
North Carolina
$206K -$22.3K -644 -10%
TRCT
398
Tower Research Capital (TRC)
New York
$205K +$202K +5,830 +5,772%
LNWWM
399
Laird Norton Wetherby Wealth Management
California
$204K +$204K +5,891 New
AF
400
Allworth Financial
California
$204K +$3.7K +107 +2%