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Lincoln National

591 hedge funds and large institutions have $5.41B invested in Lincoln National in 2025 Q3 according to their latest regulatory filings, with 88 funds opening new positions, 188 increasing their positions, 193 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:

3% less repeat investments, than reductions

Existing positions increased: 188 | Existing positions reduced: 193

3% less call options, than puts

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

7.01% less ownership

Funds ownership: 77.77%70.76% (-7%)

Holders
591
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 +$78.4M
2 +$56.6M
3 +$47.7M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$46.7M
5
Jennison Associates
Jennison Associates
New York
+$42.6M

Top Sellers

1 -$48.5M
2 -$35.3M
3 -$34.9M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$33.8M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
451
Clearstead Advisors
Ohio
$126K
QL
452
Quarry LP
New York
$125K
VFM
453
Vision Financial Markets
Connecticut
$113K
WCM
454
Westend Capital Management
California
$109K
PA
455
Parallel Advisors
California
$103K
AIM
456
Anchor Investment Management
South Carolina
$101K
PEAK6
457
PEAK6
Illinois
$97K
MCM
458
MAI Capital Management
Ohio
$92.6K
AGWCA
459
Annis Gardner Whiting Capital Advisors
Florida
$90.9K
RF
460
Rossby Financial
Florida
$89.1K
HFS
461
Hantz Financial Services
Michigan
$77K
AAM
462
Advisors Asset Management
Colorado
$76.5K
DB
463
Danske Bank
Denmark
$72.6K
DIP
464
DT Investment Partners
Pennsylvania
$70K
BNP Paribas Asset Management
465
BNP Paribas Asset Management
France
$68K
CI
466
CX Institutional
Indiana
$68K
WTC
467
WhitTier Trust Company
Nevada
$66.1K
LWCFA
468
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$65K
BBPWM
469
Blue Bell Private Wealth Management
Pennsylvania
$64.9K
CBT
470
Crews Bank & Trust
Florida
$64.5K
QC
471
Quent Capital
New York
$61.9K
AIP
472
Ameritas Investment Partners
Nebraska
$60.5K
TRCT
473
Tower Research Capital (TRC)
New York
$57.9K
EWA
474
EverSource Wealth Advisors
Alabama
$57.6K
CFO
475
CVA Family Office
Colorado
$55.5K