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Lincoln National

596 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 191 increasing their positions, 194 reducing their positions, and 43 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:

2% less repeat investments, than reductions

Existing positions increased: 191 | Existing positions reduced: 194

3% less call options, than puts

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

6.99% less ownership

Funds ownership: 77.79%70.8% (-7%)

Holders
596
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
PL
401
Plancorp LLC
Missouri
$244K
PCMC
402
Paragon Capital Management (Colorado)
Colorado
$243K
WF
403
Welch & Forbes
Massachusetts
$242K
PI
404
PFG Investments
New York
$242K
AF
405
Allworth Financial
California
$238K
AWG
406
Altus Wealth Group
Colorado
$237K
IPW
407
Impact Partnership Wealth
Georgia
$237K
SSWM
408
Smith Salley Wealth Management
North Carolina
$237K
LNWWM
409
Laird Norton Wetherby Wealth Management
California
$235K
AWA
410
Aaron Wealth Advisors
Illinois
$233K
IA
411
IFP Advisors
Florida
$233K
LIM
412
Leavell Investment Management
Alabama
$228K
FTWA
413
Fifth Third Wealth Advisors
Ohio
$228K
AC
414
AlphaCore Capital
California
$228K
FG
415
Fiduciary Group
Georgia
$227K
NSIM
416
North Star Investment Management
Illinois
$226K
AFP
417
Ausdal Financial Partners
Iowa
$225K
AWM
418
Apollon Wealth Management
South Carolina
$223K
RA
419
RFG Advisory
Alabama
$223K
JFGLC
420
Johnson Financial Group LLC (Colorado)
Colorado
$222K
MSAM
421
Moloney Securities Asset Management
Missouri
$222K
EH
422
Equitable Holdings
New York
$221K
VT
423
Vise Technologies
New York
$221K
HNB
424
Huntington National Bank
Ohio
$218K
WC
425
Westhampton Capital
North Carolina
$217K