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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
LFG
451
Larson Financial Group
Missouri
$86K -$21.9K -608 -20%
VFM
452
Vision Financial Markets
Connecticut
$84.8K
AAM
453
Advisors Asset Management
Colorado
$80.1K -$2.59K -72 -3%
Nomura Asset Management
454
Nomura Asset Management
Japan
$78.1K -$79.8K -2,220 -50%
CRI
455
Commonwealth Retirement Investments
Virginia
$76.9K +$78.2K +2,174 New
TFA
456
Transamerica Financial Advisors
Florida
$73.6K -$2.7K -75 -3%
MWPCG
457
Measured Wealth Private Client Group
New Hampshire
$71.8K -$105K -2,927 -59%
EWA
458
EverSource Wealth Advisors
Alabama
$68.2K +$4.75K +132 +7%
ERSOT
459
Employees Retirement System of Texas
Texas
$68K +$69.5K +1,934 New
EB
460
Eastern Bank
Massachusetts
$65.9K +$21K +585 +46%
CA
461
CoreCap Advisors
Michigan
$65.5K +$60.2K +1,674 +935%
LWCFA
462
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$62K +$3.6K +100 +6%
DIP
463
DT Investment Partners
Pennsylvania
$61.4K
CI
464
CX Institutional
Indiana
$61K +$719 +20 +1%
CFO
465
CVA Family Office
Colorado
$59.2K +$1.62K +45 +3%
SL
466
Salomon & Ludwin
Virginia
$58.3K -$17.4K -483 -23%
NFSG
467
Newbridge Financial Services Group
Florida
$57.8K +$58.8K +1,634 New
CBT
468
Crews Bank & Trust
Florida
$56.6K -$4.96K -138 -8%
SMBT
469
Southern Michigan Bank & Trust
Michigan
$55.3K -$5.75K -160 -9%
AIP
470
Ameritas Investment Partners
Nebraska
$53K
BBPWM
471
Blue Bell Private Wealth Management
Pennsylvania
$49.8K -$1.8K -50 -3%
Mitsubishi UFJ Asset Management
472
Mitsubishi UFJ Asset Management
Japan
$48.4K +$43.3K +1,205 +843%
TRCT
473
Tower Research Capital (TRC)
New York
$46.8K -$34.2K -951 -42%
HPC
474
HM Payson & Co
Maine
$45.6K
DMBA
475
Deseret Mutual Benefit Administrators
Utah
$42.8K -$1.15K -32 -3%

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.