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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FTWA
401
Fifth Third Wealth Advisors
Ohio
$201K -$2.73K -79 -1%
NSIM
402
North Star Investment Management
Illinois
$194K
AssetMark Inc
403
AssetMark Inc
California
$187K +$9.27K +268 +5%
HNB
404
Huntington National Bank
Ohio
$187K
BC
405
Bayforest Capital
United Kingdom
$186K +$186K +5,386 New
AAP
406
Arax Advisory Partners
Colorado
$177K +$177K +5,091 New
PEAK6
407
PEAK6
Illinois
$173K -$83.4K -2,409 -32%
KBC Group
408
KBC Group
Belgium
$173K -$69.5K -2,011 -29%
DAM
409
Delta Asset Management
Tennessee
$173K
OA
410
Operose Advisors
Wisconsin
$173K +$173K +5,000 New
CL
411
CSS LLC
Illinois
$155K +$155K +4,490 New
National Bank of Canada
412
National Bank of Canada
Quebec, Canada
$154K -$8.27M -239,172 -98%
IA
413
IFP Advisors
Florida
$151K -$104K -1,939 -41%
VCM
414
Versant Capital Management
Arizona
$149K +$46.8K +1,352 +46%
ECM
415
EMC Capital Management
Texas
$141K +$141K +4,066 New
BCWM
416
Bartlett & Co Wealth Management
Ohio
$138K
SSG
417
Summit Securities Group
New York
$136K +$136K +3,923 New
TCM
418
Traub Capital Management
Massachusetts
$123K +$123K +3,554 New
Nomura Asset Management
419
Nomura Asset Management
Japan
$113K
CA
420
Clearstead Advisors
Ohio
$107K +$15.7K +454 +17%
VFM
421
Vision Financial Markets
Connecticut
$96.9K
AUB
422
Atlantic Union Bankshares
Virginia
$96.7K +$96.7K +2,794 New
MCM
423
MAI Capital Management
Ohio
$90.5K +$10.9K +315 +14%
WCM
424
Westend Capital Management
California
$89.3K -$761 -22 -0.8%
AIM
425
Anchor Investment Management
South Carolina
$86.3K