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Lincoln National

612 hedge funds and large institutions have $5.56B invested in Lincoln National in 2026 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 224 increasing their positions, 189 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

21% less capital invested

Capital invested by funds: $7.03B → $5.56B (-$1.47B)

35% less call options, than puts

Call options by funds: $80.2M | Put options by funds: $123M

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
612
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$80.2M
Puts
$123M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
451
AlphaCore Capital
California
$106K
CIM
452
Contravisory Investment Management
Massachusetts
$101K
MO
453
McMillan Office
Michigan
$99.4K
CA
454
Clearstead Advisors
Ohio
$86.5K
VFM
455
Vision Financial Markets
Connecticut
$85.2K
AIM
456
Anchor Investment Management
South Carolina
$83.3K
AAM
457
Advisors Asset Management
Colorado
$83K
HFS
458
Hantz Financial Services
Michigan
$82K
TRCT
459
Tower Research Capital (TRC)
New York
$80.7K
LI
460
LRI Investments
Florida
$79.9K
MCM
461
MAI Capital Management
Ohio
$76.8K
TFA
462
Transamerica Financial Advisors
Florida
$76.6K
SL
463
Salomon & Ludwin
Virginia
$73K
EWA
464
EverSource Wealth Advisors
Alabama
$63.8K
CBT
465
Crews Bank & Trust
Florida
$61.7K
DIP
466
DT Investment Partners
Pennsylvania
$61.6K
SMBT
467
Southern Michigan Bank & Trust
Michigan
$61.2K
CI
468
CX Institutional
Indiana
$60K
CFO
469
CVA Family Office
Colorado
$57.9K
WTC
470
WhitTier Trust Company
Nevada
$56.7K
LWCFA
471
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$56.5K
AIP
472
Ameritas Investment Partners
Nebraska
$53.3K
CMBA
473
C.M. Bidwell & Associates
Hawaii
$53.2K
SIC
474
SJS Investment Consulting
Ohio
$52K
BBPWM
475
Blue Bell Private Wealth Management
Pennsylvania
$51.8K