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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 %
KPWS
376
Kestra Private Wealth Services
Texas
$238K +$238K +7,510 New
EC
377
EntryPoint Capital
New York
$238K +$238K +7,497 New
CPSAC
378
Chas P. Smith & Associates (CPS)
Florida
$237K +$237K +7,484 New
Allianz Asset Management
379
Allianz Asset Management
Germany
$237K -$6.66K -210 -3%
FMC
380
First Merchants Corp
Indiana
$234K +$2.41K +76 +1%
SIC
381
Salem Investment Counselors
North Carolina
$234K
EHWM
382
Eads & Heald Wealth Management
Georgia
$233K -$4.12K -130 -2%
PI
383
PFG Investments
New York
$233K -$287K -9,046 -55%
PEAK6
384
PEAK6
Illinois
$232K +$232K +7,306 New
BFG
385
Berger Financial Group
Minnesota
$231K -$5.26K -166 -2%
Jacobs Levy Equity Management
386
Jacobs Levy Equity Management
New Jersey
$229K -$2.49M -78,560 -92%
PCIA
387
Prime Capital Investment Advisors
Kansas
$228K -$7.14K -225 -3%
CF
388
Corebridge Financial
Texas
$228K -$24.4K -768 -10%
RBFC
389
Roman Butler Fullerton & Co
Missouri
$224K +$11.6K +343 +5%
Toronto Dominion Bank
390
Toronto Dominion Bank
Ontario, Canada
$222K +$222K +7,000 New
BBA
391
Baader Bank Aktiengesellschaft
Germany
$222K -$3.01K -95 -1%
LNWWM
392
Laird Norton Wetherby Wealth Management
California
$218K -$30.5K -963 -12%
GLA
393
Great Lakes Advisors
Illinois
$214K -$95K -2,995 -31%
SFC
394
SYM Financial Corp
Indiana
$214K -$26.8K -846 -11%
WTFG
395
Wood Tarver Financial Group
Idaho
$214K +$214K +6,758 New
GI
396
GAMMA Investing
California
$212K +$17.6K +556 +9%
SCM
397
Shelton Capital Management
Colorado
$211K -$14.9K -471 -7%
IC
398
IEQ Capital
California
$209K -$380K -11,997 -65%
RIL
399
Rothschild Investment LLC
Illinois
$206K
DT
400
Diversified Trust
Tennessee
$205K -$14K -442 -6%