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Lincoln National

562 hedge funds and large institutions have $4.59B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 201 increasing their positions, 182 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
562
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$84.9M
Puts
$79.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
376
Sequoia Financial Advisors
Ohio
$252K
M&T Bank
377
M&T Bank
New York
$251K
SAM
378
Smartleaf Asset Management
Massachusetts
$248K
EHWM
379
Eads & Heald Wealth Management
Georgia
$244K
TTWM
380
TCV Trust & Wealth Management
Virginia
$238K
WTFG
381
Wood Tarver Financial Group
Idaho
$233K
TCM
382
Teza Capital Management
Illinois
$232K
SIS
383
Sound Income Strategies
Florida
$232K
MAS
384
Meeder Advisory Services
Ohio
$230K
FFM
385
Forum Financial Management
Illinois
$227K
DT
386
Diversified Trust
Tennessee
$227K
RIL
387
Rothschild Investment LLC
Illinois
$225K
SFC
388
SYM Financial Corp
Indiana
$225K
ECM
389
Everence Capital Management
Indiana
$222K
PCMC
390
Paragon Capital Management (Colorado)
Colorado
$219K
VDI
391
Vaughan David Investments
Illinois
$218K
SL
392
Sentry LLC
Tennessee
$218K
LIM
393
Leavell Investment Management
Alabama
$217K
SCM
394
Shelton Capital Management
Colorado
$215K
PI
395
PFG Investments
New York
$209K
AWG
396
Altus Wealth Group
Colorado
$209K
WF
397
Welch & Forbes
Massachusetts
$208K
EF
398
Empowered Funds
Pennsylvania
$207K
AWM
399
Apollon Wealth Management
South Carolina
$207K
AI
400
Atria Investments
North Carolina
$206K