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Lincoln National

563 hedge funds and large institutions have $4.53B invested in Lincoln National in 2025 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 201 increasing their positions, 180 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+11
Holders Change %
+1.99%
% of All Funds
7.65%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.12%
New
76
Increased
201
Reduced
180
Closed
58
Calls
$99.5M
Puts
$73.1M
Net Calls
+$26.4M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Shares
Change %
BCWM
426
Bartlett & Co Wealth Management
Ohio
$144K
SAM
427
Smartleaf Asset Management
Massachusetts
$136K -$3.93K -110 -3%
Lazard Asset Management
428
Lazard Asset Management
New York
$124K -$16K -445 -11%
Nomura Asset Management
429
Nomura Asset Management
Japan
$118K -$37.7K -1,050 -24%
MIM
430
MetLife Investment Management
New Jersey
$110K +$2.51K +70 +2%
VCM
431
Versant Capital Management
Arizona
$106K +$30.6K +853 +41%
VFM
432
Vision Financial Markets
Connecticut
$101K
SSB
433
Sandy Spring Bank
Maryland
$100K
CA
434
Clearstead Advisors
Ohio
$94.3K +$1.04K +29 +1%
WCM
435
Westend Capital Management
California
$93.5K +$10.1K +281 +12%
HCP
436
Hexagon Capital Partners
Arkansas
$92K -$33.6K -935 -27%
AIM
437
Anchor Investment Management
South Carolina
$89.6K
MCM
438
MAI Capital Management
Ohio
$82.6K +$12.6K +352 +18%
PD
439
Point72 (DIFC)
United Arab Emirates
$78.3K -$153K -4,271 -66%
DIP
440
DT Investment Partners
Pennsylvania
$62.3K
WTC
441
WhitTier Trust Company
Nevada
$61.7K
RF
442
Rossby Financial
Florida
$58.7K +$58.7K +1,849 New
BBPWM
443
Blue Bell Private Wealth Management
Pennsylvania
$57.8K
CBT
444
Crews Bank & Trust
Florida
$57.5K
AIP
445
Ameritas Investment Partners
Nebraska
$53.9K
CA
446
Continuum Advisory
Idaho
$52.9K
LWCFA
447
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K
CFO
448
CVA Family Office
Colorado
$49.9K +$503 +14 +1%
PPA
449
Painted Porch Advisors
California
$46.7K
LC
450
Lindbrook Capital
California
$46.5K