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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
EH
401
Equitable Holdings
New York
$237K
RYIA
402
Roehl & Yi Investment Advisors
Oregon
$235K
EHWM
403
Eads & Heald Wealth Management
Georgia
$234K
SFC
404
SYM Financial Corp
Indiana
$234K
DT
405
Diversified Trust
Tennessee
$234K
HIP
406
HUB Investment Partners
Texas
$233K
MAS
407
Meeder Advisory Services
Ohio
$232K
RIL
408
Rothschild Investment LLC
Illinois
$231K
Baird Financial Group
409
Baird Financial Group
Wisconsin
$226K
SL
410
Sentry LLC
Tennessee
$224K
PA
411
Profund Advisors
Maryland
$223K
Teacher Retirement System of Texas
412
Teacher Retirement System of Texas
Texas
$221K
WSFS
413
Wilmington Savings Fund Society
Delaware
$221K
AF
414
Allworth Financial
California
$221K
CPIG
415
Chicago Partners Investment Group
Illinois
$221K
MGIA
416
Moneta Group Investment Advisors
Missouri
$217K
AssetMark Inc
417
AssetMark Inc
California
$216K
WF
418
Welch & Forbes
Massachusetts
$215K
FTWA
419
Fifth Third Wealth Advisors
Ohio
$212K
SSWM
420
Smith Salley Wealth Management
North Carolina
$208K
DS
421
DRW Securities
Illinois
$208K
PCMC
422
Paragon Capital Management (Colorado)
Colorado
$207K
PL
423
Plancorp LLC
Missouri
$207K
SFWA
424
Summit Financial Wealth Advisors
Louisiana
$206K
BC
425
Bayforest Capital
United Kingdom
$204K