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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Apollon Wealth Management
South Carolina
$203K
AFP
427
Ausdal Financial Partners
Iowa
$203K
Lido Advisors
428
Lido Advisors
California
$202K
RA
429
RFG Advisory
Alabama
$201K
SAM
430
Smartleaf Asset Management
Massachusetts
$192K
HNB
431
Huntington National Bank
Ohio
$191K
National Bank of Canada
432
National Bank of Canada
Quebec, Canada
$187K
KBC Group
433
KBC Group
Belgium
$178K
DAM
434
Delta Asset Management
Tennessee
$178K
OA
435
Operose Advisors
Wisconsin
$178K
MWPCG
436
Measured Wealth Private Client Group
New Hampshire
$176K
TCM
437
Triumph Capital Management
Colorado
$162K
Nomura Asset Management
438
Nomura Asset Management
Japan
$157K
VCM
439
Versant Capital Management
Arizona
$156K
IA
440
IFP Advisors
Florida
$151K
SIS
441
Sound Income Strategies
Florida
$149K
AIC
442
Archer Investment Corporation
Indiana
$149K
SO
443
STRS Ohio
Ohio
$145K
C
444
Covestor
United Kingdom
$138K
PTC
445
Private Trust Company
Ohio
$137K
PA
446
Parallel Advisors
California
$130K
SSG
447
Summit Securities Group
New York
$117K
BCWM
448
Bartlett & Co Wealth Management
Ohio
$111K
AUB
449
Atlantic Union Bankshares
Virginia
$109K
LFG
450
Larson Financial Group
Missouri
$108K