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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
AC
376
AXQ Capital
New Jersey
$279K -$402K -11,186 -59%
HAG
377
HighPoint Advisor Group
Illinois
$278K +$2.38K +73 +0.9%
LIM
378
Leavell Investment Management
Alabama
$276K -$48.9K -1,362 -15%
M&T Bank
379
M&T Bank
New York
$274K -$19.6K -546 -7%
SC
380
Sapient Capital
Indiana
$273K
CPSAC
381
Chas P. Smith & Associates (CPS)
Florida
$269K
SPIA
382
Steward Partners Investment Advisory
New York
$269K -$34.9K -971 -11%
SSWM
383
Smith Salley Wealth Management
North Carolina
$268K +$268K +7,469 New
JFG
384
Jefferies Financial Group
New York
$267K -$5.22M -145,294 -95%
PEAK6
385
PEAK6
Illinois
$266K +$3.88K +108 +1%
SIC
386
Salem Investment Counselors
North Carolina
$264K
EHWM
387
Eads & Heald Wealth Management
Georgia
$264K -$359 -10 -0.1%
BFG
388
Berger Financial Group
Minnesota
$262K
BBA
389
Baader Bank Aktiengesellschaft
Germany
$261K +$11.7K +329 +5%
SPA
390
Sherbrooke Park Advisers
New York
$261K +$261K +7,257 New
HH
391
Hilltop Holdings
Texas
$260K -$51.1K -1,423 -16%
PCIA
392
Prime Capital Investment Advisors
Kansas
$258K -$898 -25 -0.3%
SFC
393
SYM Financial Corp
Indiana
$257K +$14.4K +400 +6%
KeyBank National Association
394
KeyBank National Association
Ohio
$257K -$33.8K -942 -12%
KBC Group
395
KBC Group
Belgium
$252K -$2.83M -78,719 -92%
TTWM
396
TCV Trust & Wealth Management
Virginia
$247K +$247K +6,890 New
WTFG
397
Wood Tarver Financial Group
Idaho
$243K
Baird Financial Group
398
Baird Financial Group
Wisconsin
$241K +$241K +6,714 New
FPAS
399
Focus Partners Advisor Solutions
Missouri
$241K +$241K +6,707 New
CF
400
Corebridge Financial
Texas
$239K -$19.5K -543 -8%