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Lincoln National

601 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, 193 increasing their positions, 194 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:

1% less repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 194

3% less call options, than puts

Call options by funds: $115M | Put options by funds: $119M

6.9% less ownership

Funds ownership: 77.71%70.81% (-6.9%)

Holders
601
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 +$75.2M
2 +$54.3M
3 +$45.8M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$44.8M
5
Jennison Associates
Jennison Associates
New York
+$40.9M

Top Sellers

1 -$48.5M
2 -$33.8M
3 -$33.5M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$32.4M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$22.4M
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
IA
428
IFP Advisors
Florida
$215K
Baird Financial Group
429
Baird Financial Group
Wisconsin
$209K
SG
430
StoneX Group
New York
$207K
CSIC
431
Clifford Swan Investment Counsel
California
$207K
SCM
432
Stevens Capital Management
Pennsylvania
$206K
MWA
433
Martel Wealth Advisors
Washington
$206K
MGIA
434
Moneta Group Investment Advisors
Missouri
$204K
SF
435
Synovus Financial
Georgia
$203K
PAM
436
Panagora Asset Management
Massachusetts
$202K
EGM
437
Engineers Gate Manager
New York
$202K
KBC Group
438
KBC Group
Belgium
$202K
MOS
439
MGO One Seven
Ohio
$202K
DAM
440
Delta Asset Management
Tennessee
$202K
OA
441
Operose Advisors
Wisconsin
$202K
WIA
442
World Investment Advisors
California
$202K
SFWA
443
Summit Financial Wealth Advisors
Louisiana
$201K
C
444
Covestor
United Kingdom
$200K
National Bank of Canada
445
National Bank of Canada
Quebec, Canada
$172K
VCM
446
Versant Capital Management
Arizona
$169K
SO
447
STRS Ohio
Ohio
$164K
ECM
448
EMC Capital Management
Texas
$164K
BCWM
449
Bartlett & Co Wealth Management
Ohio
$161K
SAM
450
Smartleaf Asset Management
Massachusetts
$156K