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Lincoln National

597 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, 192 increasing their positions, 193 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:

1% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 193

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
597
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
SWP
426
Sagespring Wealth Partners
Tennessee
$215K
M&T Bank
427
M&T Bank
New York
$215K
Baird Financial Group
428
Baird Financial Group
Wisconsin
$209K
SG
429
StoneX Group
New York
$207K
CSIC
430
Clifford Swan Investment Counsel
California
$207K
SCM
431
Stevens Capital Management
Pennsylvania
$206K
MWA
432
Martel Wealth Advisors
Washington
$206K
MGIA
433
Moneta Group Investment Advisors
Missouri
$204K
SF
434
Synovus Financial
Georgia
$203K
PAM
435
Panagora Asset Management
Massachusetts
$202K
EGM
436
Engineers Gate Manager
New York
$202K
KBC Group
437
KBC Group
Belgium
$202K
MOS
438
MGO One Seven
Ohio
$202K
DAM
439
Delta Asset Management
Tennessee
$202K
OA
440
Operose Advisors
Wisconsin
$202K
WIA
441
World Investment Advisors
California
$202K
SFWA
442
Summit Financial Wealth Advisors
Louisiana
$201K
C
443
Covestor
United Kingdom
$200K
National Bank of Canada
444
National Bank of Canada
Quebec, Canada
$172K
VCM
445
Versant Capital Management
Arizona
$169K
SO
446
STRS Ohio
Ohio
$164K
ECM
447
EMC Capital Management
Texas
$164K
BCWM
448
Bartlett & Co Wealth Management
Ohio
$161K
SAM
449
Smartleaf Asset Management
Massachusetts
$156K
Rockefeller Capital Management
450
Rockefeller Capital Management
New York
$150K