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Lincoln National

595 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 190 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:

2% less repeat investments, than reductions

Existing positions increased: 190 | 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: 77.77%70.78% (-7%)

Holders
595
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
M&T Bank
426
M&T Bank
New York
$215K
Baird Financial Group
427
Baird Financial Group
Wisconsin
$209K
SG
428
StoneX Group
New York
$207K
CSIC
429
Clifford Swan Investment Counsel
California
$207K
SCM
430
Stevens Capital Management
Pennsylvania
$206K
MWA
431
Martel Wealth Advisors
Washington
$206K
MGIA
432
Moneta Group Investment Advisors
Missouri
$204K
SF
433
Synovus Financial
Georgia
$203K
PAM
434
Panagora Asset Management
Massachusetts
$202K
EGM
435
Engineers Gate Manager
New York
$202K
MOS
436
MGO One Seven
Ohio
$202K
DAM
437
Delta Asset Management
Tennessee
$202K
OA
438
Operose Advisors
Wisconsin
$202K
WIA
439
World Investment Advisors
California
$202K
SFWA
440
Summit Financial Wealth Advisors
Louisiana
$201K
C
441
Covestor
United Kingdom
$200K
TCM
442
Triumph Capital Management
Colorado
$181K
National Bank of Canada
443
National Bank of Canada
Quebec, Canada
$172K
VCM
444
Versant Capital Management
Arizona
$169K
SO
445
STRS Ohio
Ohio
$164K
ECM
446
EMC Capital Management
Texas
$164K
BCWM
447
Bartlett & Co Wealth Management
Ohio
$161K
SAM
448
Smartleaf Asset Management
Massachusetts
$156K
Rockefeller Capital Management
449
Rockefeller Capital Management
New York
$150K
A
450
AlphaQuest
New York
$149K