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Lincoln National

558 hedge funds and large institutions have $4.58B invested in Lincoln National in 2025 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 200 increasing their positions, 181 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-5
Holders Change %
-0.89%
% of All Funds
7.48%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
68
Increased
200
Reduced
181
Closed
67
Calls
$84.9M
Puts
$79.7M
Net Calls
+$5.16M
Net Calls Change
-$21.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
451
Adirondack Trust Company
New York
$34.6K
Simplex Trading
452
Simplex Trading
Illinois
$34K -$2.49M -73,475 -99%
NB
453
NBT Bank
New York
$33.2K
SS
454
SBI Securities
Japan
$32K +$1.07K +31 +3%
HWA
455
HHM Wealth Advisors
Tennessee
$31.6K
NS
456
NBC Securities
Alabama
$31K
QL
457
Quarry LP
New York
$29.8K +$7.79K +225 +35%
BWAM
458
Boyd Watterson Asset Management
Ohio
$29.4K
AAS
459
Ameritas Advisory Services
Nebraska
$29.4K +$29.4K +850 New
MCM
460
Manchester Capital Management
Vermont
$28.5K +$5.68K +164 +25%
AAM
461
Advisors Asset Management
Colorado
$28K +$28K +809 New
TCOV
462
Trust Company of Vermont
Vermont
$27.7K -$7.85K -227 -22%
CPBTD
463
Central Pacific Bank - Trust Division
Hawaii
$27K
UB
464
UMB Bank
Missouri
$26.5K +$796 +23 +3%
DMBA
465
Deseret Mutual Benefit Administrators
Utah
$26K
TPWA
466
Twin Peaks Wealth Advisors
California
$23.9K +$23.9K +602 New
LFG
467
Larson Financial Group
Missouri
$21.9K +$969 +28 +5%
WT
468
Whittier Trust
California
$19.7K
PTC
469
Private Trust Company
Ohio
$18.9K
GWM
470
Geneos Wealth Management
Colorado
$18.2K -$16.3K -470 -47%
CH
471
Cromwell Holdings
Wyoming
$18.1K +$554 +16 +3%
AEPWM
472
Atlantic Edge Private Wealth Management
Florida
$17.3K
BF
473
BOK Financial
Oklahoma
$17.3K +$17.3K +500 New
MPWT
474
MassMutual Private Wealth & Trust
Connecticut
$15.8K -$657 -19 -4%
OC
475
Oakworth Capital
Alabama
$14.3K