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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
WFI
376
West Family Investments
California
$270K +$275K +7,636 New
AWP
377
Abacus Wealth Partners
California
$264K -$118K -3,273 -30%
SIC
378
Salem Investment Counselors
North Carolina
$260K
M&T Bank
379
M&T Bank
New York
$256K +$12.4K +346 +5%
JFG
380
Jefferies Financial Group
New York
$255K -$19.9K -552 -7%
SFC
381
SYM Financial Corp
Indiana
$251K +$18.2K +506 +8%
MG
382
Marex Group
$250K +$254K +7,064 New
ECM
383
Everence Capital Management
Indiana
$249K
AIC
384
Archer Investment Corporation
Indiana
$247K +$101K +2,800 +67%
PL
385
Plancorp LLC
Missouri
$246K -$467 -13 -0.2%
Mariner
386
Mariner
Kansas
$246K +$251K +6,966 New
MC
387
Machina Capital
France
$240K +$244K +6,790 New
SFA
388
Sequoia Financial Advisors
Ohio
$240K +$432 +12 +0.2%
AF
389
Allworth Financial
California
$239K +$19.6K +544 +9%
WTFG
390
Wood Tarver Financial Group
Idaho
$238K
TSS
391
Two Sigma Securities
New York
$238K +$242K +6,720 New
PCM
392
Prelude Capital Management
New York
$234K +$238K +6,631 New
SSWM
393
Smith Salley Wealth Management
North Carolina
$230K +$22.5K +627 +11%
AssetMark Inc
394
AssetMark Inc
California
$228K +$12.8K +356 +6%
WIA
395
World Investment Advisors
California
$227K +$231K +6,413 New
Baird Financial Group
396
Baird Financial Group
Wisconsin
$226K +$1.04K +29 +0.5%
VA
397
Vident Advisory
Georgia
$226K +$230K +6,398 New
PS
398
Principal Securities
Iowa
$226K +$230K +6,393 New
WF
399
Welch & Forbes
Massachusetts
$226K +$11.9K +332 +5%
DT
400
Diversified Trust
Tennessee
$225K -$7.34K -204 -3%

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.