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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
AI
401
Atria Investments
North Carolina
$237K -$44.8K -1,247 -16%
MWPCG
402
Measured Wealth Private Client Group
New Hampshire
$236K +$236K +6,568 New
DT
403
Diversified Trust
Tennessee
$236K +$3.84K +107 +2%
IFU
404
iSAM Funds (UK)
United Kingdom
$236K -$643K -17,906 -73%
MAS
405
Meeder Advisory Services
Ohio
$235K +$6.75K +188 +3%
RIL
406
Rothschild Investment LLC
Illinois
$233K +$539 +15 +0.2%
SFA
407
Sequoia Financial Advisors
Ohio
$232K +$232K +6,458 New
SCM
408
Shelton Capital Management
Colorado
$231K -$7.65K -213 -3%
ECM
409
Everence Capital Management
Indiana
$230K
SL
410
Sentry LLC
Tennessee
$226K +$226K +6,300 New
VDI
411
Vaughan David Investments
Illinois
$226K +$226K +6,289 New
AWM
412
Apollon Wealth Management
South Carolina
$224K -$3.09K -86 -1%
FFM
413
Forum Financial Management
Illinois
$223K +$223K +6,211 New
CIBC Private Wealth Group
414
CIBC Private Wealth Group
Georgia
$218K -$37.4K -1,292 -15%
WF
415
Welch & Forbes
Massachusetts
$215K +$215K +6,000 New
KA
416
Kercheville Advisors
Texas
$215K +$215K +6,000 New
SI
417
Seeds Investor
New York
$213K +$213K +5,940 New
FTWA
418
Fifth Third Wealth Advisors
Ohio
$211K +$211K +5,884 New
NSIM
419
North Star Investment Management
Illinois
$202K
HNB
420
Huntington National Bank
Ohio
$194K +$15.8K +440 +9%
Walleye Capital
421
Walleye Capital
New York
$193K -$235K -6,537 -55%
AF
422
Allworth Financial
California
$185K +$21.1K +662 +13%
AssetMark Inc
423
AssetMark Inc
California
$184K -$26.8K -747 -13%
DAM
424
Delta Asset Management
Tennessee
$180K
IA
425
IFP Advisors
Florida
$173K -$10.6K -290 -6%