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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$115M
Puts
$119M
Net Calls
Net Calls Change

Top Buyers

1 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
401
PFG Investments
New York
$242K
AWG
402
Altus Wealth Group
Colorado
$237K
IPW
403
Impact Partnership Wealth
Georgia
$237K
SSWM
404
Smith Salley Wealth Management
North Carolina
$237K
LNWWM
405
Laird Norton Wetherby Wealth Management
California
$235K
AWA
406
Aaron Wealth Advisors
Illinois
$233K
LIM
407
Leavell Investment Management
Alabama
$228K
FTWA
408
Fifth Third Wealth Advisors
Ohio
$228K
AC
409
AlphaCore Capital
California
$228K
FG
410
Fiduciary Group
Georgia
$227K
NSIM
411
North Star Investment Management
Illinois
$226K
AFP
412
Ausdal Financial Partners
Iowa
$225K
AWM
413
Apollon Wealth Management
South Carolina
$223K
RA
414
RFG Advisory
Alabama
$223K
JFGLC
415
Johnson Financial Group LLC (Colorado)
Colorado
$222K
MSAM
416
Moloney Securities Asset Management
Missouri
$222K
EH
417
Equitable Holdings
New York
$221K
VT
418
Vise Technologies
New York
$221K
HNB
419
Huntington National Bank
Ohio
$218K
WC
420
Westhampton Capital
North Carolina
$217K
SWP
421
Sagespring Wealth Partners
Tennessee
$215K
M&T Bank
422
M&T Bank
New York
$215K
Baird Financial Group
423
Baird Financial Group
Wisconsin
$209K
SG
424
StoneX Group
New York
$207K
CSIC
425
Clifford Swan Investment Counsel
California
$207K