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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
376
Carson Advisory
Georgia
$282K
PCA
377
Pallas Capital Advisors
Massachusetts
$281K
PWA
378
Provenance Wealth Advisors
Florida
$280K
Calamos Advisors
379
Calamos Advisors
Illinois
$279K
CWM
380
Calamos Wealth Management
Illinois
$279K
DnB Asset Management
381
DnB Asset Management
Norway
$279K
EF
382
Empowered Funds
Pennsylvania
$277K
JFG
383
Jefferies Financial Group
New York
$276K
GIM
384
Goelzer Investment Management
Indiana
$270K
CFM
385
Catalyst Funds Management
Australia
$270K
UWM
386
Urban Wealth Management
California
$269K
ONB
387
Old National Bancorp
Indiana
$268K
WAM
388
Weiss Asset Management
Massachusetts
$265K
Rockefeller Capital Management
389
Rockefeller Capital Management
New York
$262K
SIC
390
Salem Investment Counselors
North Carolina
$261K
SFM
391
Soros Fund Management
New York
$259K
FFN
392
Focus Financial Network
Minnesota
$250K
ECM
393
Everence Capital Management
Indiana
$250K
CL
394
Choreo LLC
Illinois
$245K
M&T Bank
395
M&T Bank
New York
$245K
SFA
396
Sequoia Financial Advisors
Ohio
$240K
BC
397
Burney Company
Virginia
$240K
WTFG
398
Wood Tarver Financial Group
Idaho
$239K
IWC
399
Integrated Wealth Concepts
Massachusetts
$238K
WA
400
Wealth Alliance
New York
$237K