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Lincoln National

530 hedge funds and large institutions have $3.93B invested in Lincoln National in 2024 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 188 increasing their positions, 184 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

2% more repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 184

0% more capital invested

Capital invested by funds: $3.93B → $3.93B (+$591K)

0.46% less ownership

Funds ownership: 74.29%73.82% (-0.46%)

1% less funds holding

Funds holding: 534530 (-4)

2% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 50

48% less call options, than puts

Call options by funds: $96M | Put options by funds: $186M

Holders
530
Holders Change
-4
Holders Change %
-0.75%
% of All Funds
7.61%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
49
Increased
188
Reduced
184
Closed
50
Calls
$96M
Puts
$186M
Net Calls
-$90.2M
Net Calls Change
-$28.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
426
Painted Porch Advisors
California
$41K
LC
427
Lindbrook Capital
California
$40.8K
EB
428
Eastern Bank
Massachusetts
$40.3K +$39.9K +1,280 New
HI
429
Harbour Investments
Wisconsin
$39.8K
BC
430
Barrett & Company
Rhode Island
$37.8K
CFM
431
Catalyst Funds Management
Australia
$37.8K +$15.6K +500 +71%
DF
432
Dunhill Financial
United Kingdom
$37.7K +$2.46K +79 +564%
HIM
433
Hillsdale Investment Management
Ontario, Canada
$36.2K +$35.9K +1,150 New
CFGS
434
Concourse Financial Group Securities
Alabama
$35.3K -$3.46K -111 -9%
QC
435
Quent Capital
New York
$35.2K +$623 +20 +2%
LFG
436
Larson Financial Group
Missouri
$34.2K +$16.5K +530 +95%
TCG
437
Transcendent Capital Group
Oklahoma
$34.2K
BTI
438
Blue Trust Inc
Georgia
$33.4K +$28.2K +905 +536%
PFBT
439
Parkside Financial Bank & Trust
Missouri
$33.1K -$31 -1 -0.1%
WCM
440
Westend Capital Management
California
$33K
AAP
441
Arax Advisory Partners
Colorado
$32K
CAL
442
Capital Advisors Ltd
Ohio
$32K
AA
443
Ancora Advisors
Ohio
$31.5K
ATC
444
Adirondack Trust Company
New York
$31.5K
IAIM
445
International Assets Investment Management
Florida
$30.7K +$29.3M +939,447 +3,488%
NB
446
NBT Bank
New York
$30.3K +$29.9K +960 New
DMBA
447
Deseret Mutual Benefit Administrators
Utah
$30K -$7.23K -232 -20%
HPC
448
HM Payson & Co
Maine
$29.7K +$1.4K +45 +5%
HWA
449
HHM Wealth Advisors
Tennessee
$28.8K
LWANC
450
Laurel Wealth Advisors (North Carolina)
North Carolina
$26.8K

LNC Hedge Fund Activity: Q3 2024 in Review

530 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q3 2024, worth a combined $3.93B — up 0.02% from $3.93B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of LNC and 49 opened new positions — a net loss of 1 holder — while 184 trimmed existing stakes and 188 added.

The largest buyer was International Assets Investment Management, adding an estimated $29.3M. The largest seller was Vanguard Group, cutting an estimated $36.3M.

  • 530 institutional investors held Lincoln National (LNC) as of Q3 2024, down from 534 in Q2 2024.
  • Funds reported $3.93B of Lincoln National stock for Q3 2024, up 0.02% quarter-over-quarter.
  • 49 funds opened new Lincoln National positions in Q3 2024 and 50 closed out, a net change of -1 holder.
  • The largest Lincoln National buyer in Q3 2024 was International Assets Investment Management, an estimated $29.3M added.
  • The largest Lincoln National seller in Q3 2024 was Vanguard Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q3 2024.