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Lincoln National

595 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 190 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.99% less ownership

Funds ownership: 77.77%70.78% (-7%)

Holders
595
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
376
Arax Advisory Partners
Colorado
$305K
HAG
377
HighPoint Advisor Group
Illinois
$304K
ONB
378
Old National Bancorp
Indiana
$304K
Jane Street
379
Jane Street
New York
$299K
SIC
380
Salem Investment Counselors
North Carolina
$297K
WA
381
Wealth Alliance
New York
$280K
TTWM
382
TCV Trust & Wealth Management
Virginia
$278K
SPA
383
Sherbrooke Park Advisers
New York
$277K
SFA
384
Sequoia Financial Advisors
Ohio
$273K
MAS
385
Meeder Advisory Services
Ohio
$272K
WTFG
386
Wood Tarver Financial Group
Idaho
$272K
EHWM
387
Eads & Heald Wealth Management
Georgia
$271K
SFC
388
SYM Financial Corp
Indiana
$268K
DT
389
Diversified Trust
Tennessee
$265K
RIL
390
Rothschild Investment LLC
Illinois
$264K
WSFS
391
Wilmington Savings Fund Society
Delaware
$260K
ZIM
392
Zacks Investment Management
Illinois
$259K
ECM
393
Everence Capital Management
Indiana
$259K
SIS
394
Sound Income Strategies
Florida
$258K
Group One Trading
395
Group One Trading
Illinois
$258K
SL
396
Sentry LLC
Tennessee
$254K
AssetMark Inc
397
AssetMark Inc
California
$254K
BFM
398
Boothbay Fund Management
New York
$252K
SCM
399
Shelton Capital Management
Colorado
$251K
PL
400
Plancorp LLC
Missouri
$244K