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Lincoln National

614 hedge funds and large institutions have $5.79B invested in Lincoln National in 2026 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 238 increasing their positions, 185 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 185

15% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 71

3.32% more ownership

Funds ownership: 82.34%85.66% (+3.3%)

4% more capital invested

Capital invested by funds: $5.56B → $5.79B (+$234M)

0% less funds holding

Funds holding: 615614 (-1)

8% less call options, than puts

Call options by funds: $82.7M | Put options by funds: $90M

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
614
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
7.42%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.05%
New
82
Increased
238
Reduced
185
Closed
71
Calls
$82.7M
Puts
$90M
Net Calls
-$7.29M
Net Calls Change
+$35.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SFWA
426
Summit Financial Wealth Advisors
Louisiana
$205K
MIC
427
Meridian Investment Counsel
California
$204K -$120K -3,340 -37%
EWM
428
Empirical Wealth Management
Washington
$202K +$206K +5,718 New
SO
429
STRS Ohio
Ohio
$198K +$55.4K +1,540 +38%
HNB
430
Huntington National Bank
Ohio
$181K -$8.99K -250 -5%
IA
431
IFP Advisors
Florida
$177K +$27.5K +765 +18%
KBC Group
432
KBC Group
Belgium
$177K
OA
433
Operose Advisors
Wisconsin
$177K
National Bank of Canada
434
National Bank of Canada
Quebec, Canada
$173K -$13.9K -387 -7%
TCM
435
Triumph Capital Management
Colorado
$166K +$5.03K +140 +3%
VCM
436
Versant Capital Management
Arizona
$158K +$2.77K +77 +2%
GRP
437
Global Retirement Partners
California
$148K +$150K +4,176 New
PTC
438
Private Trust Company
Ohio
$136K
NAS
439
Nykredit A/S
Denmark
$135K +$138K +3,833 New
PA
440
Parallel Advisors
California
$120K -$9.74K -271 -7%
CA
441
Clearstead Advisors
Ohio
$117K +$31.2K +867 +36%
SSG
442
Summit Securities Group
New York
$117K
C
443
Covestor
United Kingdom
$115K -$23.4K -651 -17%
HFS
444
Hantz Financial Services
Michigan
$109K +$28.2K +783 +34%
BCWM
445
Bartlett & Co Wealth Management
Ohio
$106K
MO
446
McMillan Office
Michigan
$99K
CA
447
Continuum Advisory
Idaho
$95.2K +$96.8K +2,693 New
AUB
448
Atlantic Union Bankshares
Virginia
$94.1K -$14.4K -400 -13%
LI
449
LRI Investments
Florida
$89K +$9.64K +268 +12%
IFWM
450
Institute for Wealth Management
Colorado
$88.8K +$90.4K +2,513 New

LNC Hedge Fund Activity: Q2 2026 in Review

614 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Lincoln National (LNC) for Q2 2026, worth a combined $5.79B — up 4.2% from $5.56B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new LNC positions and 71 closed out — a net gain of 11 holders — while 238 added to existing stakes and 185 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $44.6M. The largest seller was Balyasny Asset Management, cutting an estimated $25.2M.

  • 614 institutional investors held Lincoln National (LNC) as of Q2 2026, down from 615 in Q1 2026.
  • Funds reported $5.79B of Lincoln National stock for Q2 2026, up 4.2% quarter-over-quarter.
  • 82 funds opened new Lincoln National positions in Q2 2026 and 71 closed out, a net change of +11 holders.
  • The largest Lincoln National buyer in Q2 2026 was Arrowstreet Capital, an estimated $44.6M added.
  • The largest Lincoln National seller in Q2 2026 was Balyasny Asset Management, an estimated $25.2M sold.

Based on aggregated 13F filings for Q2 2026.