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Lincoln National

552 hedge funds and large institutions have $4B invested in Lincoln National in 2024 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 162 increasing their positions, 202 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+26
Holders Change %
+4.94%
% of All Funds
7.35%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
78
Increased
162
Reduced
202
Closed
45
Calls
$94.4M
Puts
$174M
Net Calls
-$79.3M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
451
EverSource Wealth Advisors
Alabama
$37.3K -$7.23K -228 -16%
SS
452
SBI Securities
Japan
$35.9K +$35.9K +1,133 New
HT
453
Headlands Technologies
Illinois
$35.3K +$35.3K +1,112 New
QC
454
Quent Capital
New York
$35K -$381 -12 -1%
TCG
455
Transcendent Capital Group
Oklahoma
$34.4K
CFGS
456
Concourse Financial Group Securities
Alabama
$34.1K -$3.35K -100 -9%
PFBT
457
Parkside Financial Bank & Trust
Missouri
$33.4K
CAL
458
Capital Advisors Ltd
Ohio
$33K
AA
459
Ancora Advisors
Ohio
$31.7K
ATC
460
Adirondack Trust Company
New York
$31.7K
KI
461
Kapitalo Investimentos
Brazil
$31.6K +$31.6K +996 New
NB
462
NBT Bank
New York
$30.4K
HPC
463
HM Payson & Co
Maine
$29.8K
HWA
464
HHM Wealth Advisors
Tennessee
$29K
LWANC
465
Laurel Wealth Advisors (North Carolina)
North Carolina
$27K
CWC
466
Carolinas Wealth Consulting
North Carolina
$27K
BWAM
467
Boyd Watterson Asset Management
Ohio
$27K
WI
468
Wintrust Investments
Illinois
$26K -$76K -2,405 -75%
TCOV
469
Trust Company of Vermont
Vermont
$25.4K -$285 -9 -1%
PAS
470
Point72 Asia (Singapore)
Singapore
$25K -$96K -3,027 -79%
DMBA
471
Deseret Mutual Benefit Administrators
Utah
$25K -$5.2K -164 -17%
CPBTD
472
Central Pacific Bank - Trust Division
Hawaii
$24.7K
TSMHT
473
Thurston Springer Miller Herd & Titak
Indiana
$23.8K
RTC
474
Riverview Trust Company
Washington
$21.8K
RS
475
R Squared
Hong Kong
$21.2K +$21.2K +670 New